Family Office Research LLC
Q4 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
77
- Value ($000)
$244,645
- Date Filed02/09/2026
- Form type13F-HR
- CIK0002041267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MARRIOTT INTL INC NEW | CL A | 571903202 | $55.77M | 23 % | 177,367 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.17M | 10 % | 39,787 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $15.42M | 6 % | 203,079 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $14.41M | 6 % | 138,019 | ||
RBB FD INC | US TREAS 3 MNTH | 74933W452 | $13.41M | 6 % | 268,080 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.23M | 5 % | 21,305 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.99M | 5 % | 324,951 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $12.58M | 5 % | 111,405 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | $7.58M | 3 % | 109,018 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.29M | 2 % | 152,962 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100