Family Office Research LLC

Est. AUM

$230.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MARRIOTT INTL INC NEW	CL A	$55.0M	168121	23.89%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.4M	39086	10.15%	SOLE
3	ISHARES TR	US SML CAP EQT	$15.5M	205416	6.74%	SOLE
4	VANECK ETF TRUST	MRNGSTR WDE MOAT	$13.0M	134500	5.65%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.6M	323216	5.46%	SOLE
6	AMERICAN CENTY ETF TR	US EQT ETF	$12.5M	112381	5.43%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$12.1M	20999	5.27%	SOLE
8	RBB FD INC	F/M US TREASURY	$11.5M	231612	5.02%	SOLE
9	DELTA AIR LINES INC	COM NEW	$7.2M	109018	3.15%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.3M	149774	2.31%	SOLE
11	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.2M	49479	1.82%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.7M	108015	1.62%	SOLE
13	ISHARES TR	RUSSELL 3000 ETF	$3.3M	9015	1.45%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.3M	41062	1.44%	SOLE
15	BLUEROCK PVT REAL ESTATE FD	COM	$3.2M	192234	1.39%	SOLE
16	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$3.0M	88660	1.29%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$2.7M	21728	1.17%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$2.6M	42150	1.14%	SOLE
19	APPLE INC	COM	$2.2M	8724	0.96%	SOLE
20	LISTED FDS TR	ROUNDHILL BALL	$2.1M	3655	0.91%	SOLE
21	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.0M	39450	0.86%	SOLE
22	VANECK ETF TRUST	MORNINGSTAR SMID	$1.8M	51505	0.79%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$1.6M	2453	0.70%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2164	0.61%	SOLE
25	NVIDIA CORPORATION	COM	$1.2M	6928	0.52%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$1.2M	1696	0.51%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$939K	1959	0.41%	SOLE
28	AMAZON COM INC	COM	$913K	4385	0.40%	SOLE
29	FIGURE TECHNOLOGY SOLUTIO	COM CL A	$896K	26399	0.39%	SOLE
30	TESLA INC	COM	$818K	2199	0.36%	SOLE
31	ISHARES TR	SELECT US REIT	$765K	12366	0.33%	SOLE
32	AMG ETF TRUST	GW&K MUNI INCOME	$711K	28705	0.31%	SOLE
33	SPDR GOLD TR	GOLD SHS	$694K	1613	0.30%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$687K	2141	0.30%	SOLE
35	GLOBAL X FDS	INTERNET OF THNG	$682K	18286	0.30%	SOLE
36	ISHARES TR	FUTURE EXPONENTI	$676K	9913	0.29%	SOLE
37	VANGUARD WORLD FD	MEGA CAP INDEX	$674K	2852	0.29%	SOLE
38	COREWEAVE INC	COM CL A	$670K	8654	0.29%	SOLE
39	DBX ETF TR	XTRACK MSCI EAFE	$644K	13040	0.28%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$623K	13617	0.27%	SOLE
41	ISHARES TR	MSCI EAFE ETF	$564K	5811	0.25%	SOLE
42	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$556K	10908	0.24%	SOLE
43	ISHARES TR	EXPND TEC SC ETF	$528K	4458	0.23%	SOLE
44	MICROSOFT CORP	COM	$525K	1419	0.23%	SOLE
45	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$513K	10504	0.22%	SOLE
46	GLOBAL X FDS	DEFENSE TECH ETF	$511K	7055	0.22%	SOLE
47	ISHARES TR	S&P 500 GRWT ETF	$492K	4350	0.21%	SOLE
48	ISHARES TR	FUTURE AI & TECH	$474K	10194	0.21%	SOLE
49	PACER FDS TR	TRENDPILOT 100	$464K	6360	0.20%	SOLE
50	ALPHABET INC	CAP STK CL C	$436K	1520	0.19%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.