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CIK: 0002041267
Total reported value
$266.6M
$266.6M
70 檔
42.7%
At the close of Q1 2025, Family Office Research LLC disclosed equity holdings valued at approximately $266.6M, spread across 70 reported holdings.
During Q1 2025, Family Office Research LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | Stock-Consumer Disc | 24.08% | -2.76% | -4.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.94% | +0.14% | +7.80% | |
| 3 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 9.26% | +0.18% | -11.79% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.30% | -0.43% | +1.45% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 5.87% | +0.12% | -4.46% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.82% | -0.12% | +3.39% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.58% | +0.48% | +0.43% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.36% | -0.08% | +18.64% | |
| 9 | DAL | Delta Air Lines Inc | Stock-Industrials | 2.32% | +0.68% | — | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.17% | -0.14% | -5.98% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 1.53% | -0.14% | +0.16% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.50% | +0.08% | -9.59% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.43% | -0.03% | -11.12% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.31% | +1.37% | NEW | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.30% | +0.23% | +21.96% | |
| 16 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.28% | -0.07% | -5.61% | |
| 17 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.28% | +0.02% | -4.48% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.11% | +0.06% | -0.05% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.01% | -7.46% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.03% | +2.34% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | -11.24% | |
| 22 | SNSR | Global X Internet Of Things | ETF-Other | 0.62% | +0.03% | -8.05% | |
| 23 | VAC | Marriott Vacations World | Stock-Consumer Disc | 0.59% | — | +0.15% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | +0.34% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | -17.76% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.41% | EXIT | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.42% | -0.01% | -1.88% | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.42% | +0.01% | -0.65% | |
| 29 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.39% | +0.02% | -22.86% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.77% | NEW | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.01% | +9.87% | |
| 32 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.31% | — | — | |
| 33 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.28% | +0.01% | -3.42% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.28% | — | -6.96% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.06% | +96.62% | |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.28% | -0.06% | — | |
| 37 | IT | Gartner Inc | Stock-Tech | 0.27% | -0.09% | EXIT | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.26% | +0.04% | -1.37% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.26% | -0.03% | +0.73% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | -25.59% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | +0.38% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.24% | -0.05% | -13.47% | |
| 43 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.24% | -0.01% | -11.69% | |
| 44 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.24% | +0.08% | NEW | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.07% | +22.57% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | -19.81% | |
| 47 | NVR | Nvr Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.04% | +0.52% | |
| 49 | CDNA | Caredx Inc | Stock-Other | 0.17% | — | -77.84% | |
| 50 | CI | THE Cigna Group | Stock-Healthcare | 0.17% | — | -2.48% |
According to official SEC Form 13F filings, Family Office Research LLC reported a total U.S. public equity portfolio value of $266.6M across 70 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MAR, VOO, TBIL) accounted for 42.7% of total reported equity market value during Q1 2025.
During Q1 2025, Family Office Research LLC's top holdings by market value included MAR (24.1%)、VOO (9.9%)、TBIL (9.3%). The largest single position, MAR, represented 24.1% of total portfolio value.
In Q1 2025, Family Office Research LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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