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CIK: 0002041267
Total reported value
$266.6M
$266.6M
72 檔
44.3%
In Q3 2025, Family Office Research LLC's U.S. equity holdings reached a combined market value of $266.6M, distributed across 72 disclosed stock positions.
Family Office Research LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 6 holdings and trimming 35 positions.
In terms of portfolio concentration, the top 5 core holdings (including MAR, VOO, TBIL) accounted for 44.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $2.0M
Top Position Liquidated / Trimmed
META
前期市值: $781.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | Stock-Consumer Disc | 20.49% | -2.76% | -1.85% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.94% | +0.14% | +1.30% | |
| 3 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 7.54% | +0.18% | +46.15% | |
| 4 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.52% | +0.12% | -0.43% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.15% | -0.43% | -2.12% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.57% | -0.12% | +0.65% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.52% | +0.48% | -0.19% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.33% | -0.08% | -0.92% | |
| 9 | DAL | Delta Air Lines Inc | Stock-Industrials | 2.71% | +0.68% | -0.31% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.19% | -0.14% | -0.70% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 1.68% | -0.14% | +0.15% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.52% | +0.08% | -0.62% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.51% | -0.03% | -1.10% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.41% | +1.37% | NEW | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.32% | +0.06% | -0.41% | |
| 16 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.26% | +0.02% | -3.18% | |
| 17 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.21% | -0.07% | -1.14% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.03% | +2.41% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.98% | -0.01% | -6.88% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.20% | +429.64% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | +0.23% | -25.40% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.03% | +0.89% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.06% | +0.16% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | +0.05% | |
| 25 | VAC | Marriott Vacations World | Stock-Consumer Disc | 0.55% | — | — | |
| 26 | SNSR | Global X Internet Of Things | ETF-Other | 0.54% | +0.03% | -2.53% | |
| 27 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.52% | +0.03% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.41% | EXIT | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.01% | -8.31% | |
| 30 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.43% | +0.02% | -0.55% | |
| 31 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.41% | — | +5.03% | |
| 32 | METV | Roundhill Ball Metaverse ETF | ETF-Other | 0.41% | -0.91% | EXIT | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.35% | +0.04% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.01% | -18.19% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.32% | +0.01% | -15.70% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | +0.24% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.30% | — | +93.72% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.30% | — | +0.25% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.27% | -0.01% | +0.44% | |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.26% | -0.06% | — | |
| 41 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.25% | +0.08% | NEW | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | -1.29% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.07% | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | -1.47% | |
| 45 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.24% | +0.01% | -9.43% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.24% | -0.03% | +0.71% | |
| 47 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.22% | -0.05% | +1.24% | |
| 48 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.21% | +0.08% | — | |
| 49 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.20% | — | — | |
| 50 | NVR | Nvr Inc | Stock-Consumer Disc | 0.19% | -0.02% | — |
According to official SEC Form 13F filings, Family Office Research LLC reported a total U.S. public equity portfolio value of $266.6M across 72 disclosed positions in Q3 2025.
During Q3 2025, Family Office Research LLC's top holdings by market value included MAR (20.5%)、VOO (10.9%)、TBIL (7.5%). The largest single position, MAR, represented 20.5% of total portfolio value.
In Q3 2025, Family Office Research LLC made 72 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 35 holdings, and fully liquidating 6 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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