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FAMILY OFFICE RESEARCH LLC
FAMILY OFFICE RESEARCH LLC
Latest filing: 2026-06-30
FAMILY OFFICE RESEARCH LLC runs FAMILY OFFICE RESEARCH LLC and currently holds 85 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $266.59M. Their top holdings are MAR, VOO, SMLF, QQQ, AVUS. The top five represent 49.4% of reported portfolio weight. FAMILY OFFICE RESEARCH LLC ranks #823 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FAMILY OFFICE RESEARCH LLC initiated 10 new positions. They added to 33 existing positions. They trimmed 22 positions. Their current best-performing preview position is SMH with returns of +71.09%.
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85 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MAR MARRIOTT INTL INC NEW | 21.13% | $278.94 | $356.39 | +27.77% | Trimmed -9.59% |
 VOO VANGUARD INDEX FDS | 10.29% | $541.66 | $703.77 | +29.93% | Added +2.21% |
 SMLF ISHARES TR | 6.86% | $67.69 | $89.26 | +31.86% | Trimmed -0.19% |
 QQQ INVESCO QQQ TR | 5.75% | $514.35 | $713.44 | +38.71% | Trimmed -0.87% |
 AVUS AMERICAN CENTY ETF TR | 5.35% | $96.99 | $130.54 | +34.59% | Trimmed -0.85% |
 DFAC DIMENSIONAL ETF TRUST | 5.34% | $34.56 | $45.61 | +31.97% | Trimmed -0.62% |
 MOAT VANECK ETF TRUST | 5.22% | $92.66 | $114.42 | +23.48% | Trimmed -0.49% |
 TBIL RBB FD INC | 5.20% | $49.90 | $49.99 | +0.18% | Added +20.14% |
 DAL DELTA AIR LINES INC | 3.83% | $60.50 | $82.42 | +36.23% | Held |
 DFIC DIMENSIONAL ETF TRUST | 2.17% | $26.28 | $39.39 | +49.89% | Added +3.87% |
Showing 1-10 of 85