Family Office Research Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationbethesda, MD
- CIK0002041267
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
77 | $244.65M | MAR, VOO, SMLF, MOAT | 13F-HR | Feb 9, 2026 | 000117266126000542 | ||
72 | $228.64M | MAR, VOO, TBIL, SMLF | 13F-HR | Nov 4, 2025 | 000117266125004576 | ||
67 | $211.46M | MAR, VOO, SMLF, MOAT | 13F-HR | Aug 14, 2025 | 000117266125003381 | ||
70 | $205.31M | MAR, VOO, TBIL, MOAT | 13F-HR | May 15, 2025 | 000117266125002402 | ||
75 | $228.13M | MAR, TBIL, VOO, SMLF | 13F-HR | Feb 13, 2025 | 000117266125000759 |