Family Office Research LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Family Office Research LLC reported 85 stock positions worth $266.6 million. Its top holding was Marriott International Class A (MAR) at 21.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.3%) and iShares US Smallcap Equity F (SMLF, 6.9%). Compared with Q1 2026, it opened 16 new positions, sold out of 6, added to 33 and reduced 24. The biggest buy was a new position in RTX (RTX) and the biggest sale Marriott International Class A (MAR, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0002041267
- Portfolio Value
- $266.6M (Q2 2026)
- SEC Filing
- 0001172661-26-002809 ↗ filed Jul 27, 2026
Holdings Value
Holdings 85 stocks · $266.6M
| MAR Marriott International Class A | 21.13% | 151,993 | $56.3M | Reduce -9.6% |
| VOO Vanguard S&P 500 ETF | 10.29% | 39,949 | $27.4M | Add +2.2% |
| SMLF iShares US Smallcap Equity F | 6.86% | 205,028 | $18.3M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 5.75% | 20,817 | $15.3M | Reduce -0.9% |
| AVUS Avantis U.S. Equity ETF | 5.35% | 111,428 | $14.3M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 5.34% | 321,210 | $14.2M | Reduce -0.6% |
| MOAT Vaneck Morningstar Wide Moat | 5.22% | 133,838 | $13.9M | Reduce -0.5% |
| TBIL F/M US Treasury 3 Month Bill | 5.20% | 278,261 | $13.9M | Add +20.1% |
| DAL Delta Air Lines Inc. | 3.83% | 109,018 | $10.2M | No change |
| DFIC Dimensional International Co. | 2.17% | 155,564 | $5.8M | Add +3.9% |
| DFEM Dimensional Emrg MRKT Core | 1.70% | 111,245 | $4.5M | Add +3.0% |
| AVDE Avantis International Equity | 1.68% | 50,225 | $4.5M | Add +1.5% |
| AVEM Avantis Emerging Markets Eq | 1.50% | 41,477 | $4.0M | Add +1.0% |
| IWV iShares Russell 3000 ETF | 1.42% | 8,872 | $3.8M | Reduce -1.6% |
| RTX RTX Corp. | 1.37% | 19,315 | $3.7M | New |
| BALT Inn Defined Wealth Shield | 1.31% | 101,982 | $3.5M | Add +15.0% |
| IJR iShares Core S&P Small-Cap E | 1.20% | 21,623 | $3.2M | Reduce -0.5% |
| AVSC Avantis US Small Cap Equity | 1.16% | 42,181 | $3.1M | Add +0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.09% | 57,294 | $2.9M | Add +45.2% |
| AAPL Apple Inc. | 0.95% | 8,784 | $2.5M | Add +0.7% |
| BPRE Bluerock Private Real Estate | 0.95% | 195,235 | $2.5M | Add +1.6% |
| IMDX Insight Molecular Diagnostic | 0.82% | 368,849 | $2.2M | Add +189.8% |
| META Meta Platforms Inc. Class A | 0.77% | 3,665 | $2.1M | New |
| SMOT Vaneck Morningstar Smid Moat | 0.72% | 49,230 | $1.9M | Reduce -4.4% |
| IVV iShares Core S&P 500 ETF | 0.67% | 2,380 | $1.8M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 2,164 | $1.6M | No change |
| VGT Vanguard Info Tech ETF | 0.57% | 12,757 | $1.5M | Reduce -6.0% |
| TSLA Tesla Inc. | 0.56% | 3,574 | $1.5M | Add +62.5% |
| AMZN Amazon.com Inc. | 0.41% | 4,621 | $1.1M | Add +5.4% |
| ICF iShares Select U.S. REIT ETF | 0.34% | 13,569 | $918K | Add +9.7% |
| SNSR Global X Internet of Things | 0.33% | 17,802 | $890K | Reduce -2.6% |
| SPCX Space Exploration Techn Class A | 0.33% | 5,154 | $881K | New |
| CRWV Coreweave Inc. Class A | 0.32% | 8,654 | $861K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,239 | $829K | Add +4.6% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.31% | 9,913 | $819K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.29% | 2,852 | $780K | No change |
| ARTY iShares Future AI & Tech ETF | 0.29% | 10,196 | $777K | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.27% | 4,459 | $729K | Add +0.0% |
| MUNX Amg Gw&k Muni Income ETF | 0.27% | 28,855 | $727K | Add +0.5% |
| RWO State Street SPDR Dow Jones | 0.26% | 13,678 | $680K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.24% | 1,795 | $634K | Add +18.1% |
| GLD SPDR Gold Shares | 0.23% | 1,648 | $607K | Add +2.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.22% | 10,866 | $594K | Reduce -16.7% |
| EFA iShares MSCI Eafe ETF | 0.22% | 5,695 | $592K | Reduce -2.0% |
| CGMU Cap Group Municipal Income | 0.22% | 21,415 | $588K | New |
| IVW iShares S&P 500 Growth ETF | 0.22% | 4,275 | $588K | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.22% | 1,572 | $586K | Add +10.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 10,978 | $560K | Add +0.6% |
| PTNQ Pacer Trendpilot 100 ETF | 0.21% | 6,311 | $559K | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,293 | $462K | Add +1.3% |
| CAIQ Calamos Nasdaq Autocall ETF | 0.17% | 16,978 | $456K | Add +101.8% |
| SMH Vaneck Semiconductor ETF | 0.17% | 686 | $450K | Add +1.3% |
| VNLA Janus Henderson Short Durati | 0.17% | 9,114 | $445K | Reduce -13.2% |
| NVDA Nvidia Corp. | 0.16% | 2,070 | $414K | Reduce -70.1% |
| FIGR Figure Technology Solut Class A | 0.16% | 13,480 | $414K | Reduce -48.9% |
| JPLD JPMorgan Ltd. Duration ETF | 0.15% | 7,736 | $404K | No change |
| CPAG F/M Com US Agg Bond ETF | 0.14% | 3,736 | $383K | Add +35.2% |
| NVR NVR Inc. | 0.14% | 55 | $375K | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 3,015 | $374K | No change |
| SCHB Schwab US Broad Market ETF | 0.13% | 11,534 | $334K | New |
| IWB iShares Russell 1000 ETF | 0.12% | 776 | $318K | No change |
| QCOM Qualcomm Inc. | 0.12% | 1,662 | $307K | No change |
| DE Deere & Co. | 0.11% | 475 | $302K | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.11% | 1,327 | $301K | Add +0.1% |
| DFIS Dimensional International SM | 0.11% | 8,258 | $289K | No change |
| DFAU Dimensional US Core Equity M | 0.10% | 5,389 | $279K | Add +0.1% |
| ORCL Oracle Corp. | 0.10% | 1,895 | $278K | Add +11.9% |
| COST Costco Wholesale Corp. | 0.10% | 293 | $274K | Reduce -9.8% |
| CAIE Calamos Autocallable Inc. ETF | 0.10% | 10,064 | $274K | New |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,539 | $273K | Reduce -6.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.10% | 10,250 | $266K | New |
| HGER Harbor Commodity All Weather | 0.10% | 8,710 | $256K | Add +6.3% |
| BOTZ Global X Robotics & Artifici | 0.09% | 6,522 | $247K | Reduce -4.1% |
| ARKK ARK Innovation ETF | 0.09% | 2,946 | $238K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 496 | $237K | New |
| CAGE Calamos Autocalla Gro ETF | 0.09% | 8,276 | $229K | New |
| MDY State Street SPDR S&P Midcap | 0.08% | 322 | $226K | New |
| AMAT Applied Materials Inc. | 0.08% | 312 | $226K | New |
| CSX CSX Corp. | 0.08% | 4,688 | $223K | New |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.08% | 7,794 | $218K | No change |
| SHLD Global X Defense Tech ETF | 0.08% | 3,575 | $213K | Reduce -49.3% |
| HST Host Hotels & Resorts Inc. | 0.08% | 8,779 | $208K | New |
| TTEQ T Rowe Price Technology ETF | 0.08% | 4,596 | $205K | New |
| ED Consolidated Edison Inc. | 0.08% | 1,849 | $205K | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.08% | 598 | $204K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MAR Marriott International Class A | Reduce -9.6% | 21.13% | −2.76 |
| METV Roundhill Ball Metaverse ETF | Sold out | 0.00% | −0.91 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.5% | 5.22% | −0.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.41 |
| NVDA Nvidia Corp. | Reduce -70.1% | 0.16% | −0.37 |
| FIGR Figure Technology Solut Class A | Reduce -48.9% | 0.16% | −0.23 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.18 |
| SHLD Global X Defense Tech ETF | Reduce -49.3% | 0.08% | −0.14 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.6% | 5.34% | −0.11 |
| ESPO Vaneck Videogaming Esports | Sold out | 0.00% | −0.11 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | Sold out | 0.00% | −0.11 |
| IT Gartner Inc. | Sold out | 0.00% | −0.09 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.8% | 5.35% | −0.07 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -4.4% | 0.72% | −0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -16.7% | 0.22% | −0.06 |
| VNLA Janus Henderson Short Durati | Reduce -13.2% | 0.17% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -9.8% | 0.10% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -1.6% | 1.42% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 0.67% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 0.22% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.3% | 0.10% | −0.01 |
| BOTZ Global X Robotics & Artifici | Reduce -4.1% | 0.09% | −0.01 |
| DE Deere & Co. | Reduce -0.4% | 0.11% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.7% | 0.22% | +0.01 |
| PTNQ Pacer Trendpilot 100 ETF | Reduce -0.8% | 0.21% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 1.20% | +0.03 |
| SNSR Global X Internet of Things | Reduce -2.6% | 0.33% | +0.04 |
| VGT Vanguard Info Tech ETF | Reduce -6.0% | 0.57% | +0.06 |
| SMLF iShares US Smallcap Equity F | Reduce -0.2% | 6.86% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 5.75% | +0.49 |
Portfolio Buys Q1 2026 → Q2 2026
| RTX RTX Corp. | New | 1.37% | +1.37 |
| META Meta Platforms Inc. Class A | New | 0.77% | +0.77 |
| IMDX Insight Molecular Diagnostic | Add +189.8% | 0.82% | +0.64 |
| SPCX Space Exploration Techn Class A | New | 0.33% | +0.33 |
| JAAA Janus Henderson Aaa Clo ETF | Add +45.2% | 1.09% | +0.22 |
| CGMU Cap Group Municipal Income | New | 0.22% | +0.22 |
| TSLA Tesla Inc. | Add +62.5% | 0.56% | +0.21 |
| TBIL F/M US Treasury 3 Month Bill | Add +20.1% | 5.20% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 10.29% | +0.15 |
| SCHB Schwab US Broad Market ETF | New | 0.13% | +0.13 |
| CAIE Calamos Autocallable Inc. ETF | New | 0.10% | +0.10 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.10% | +0.10 |
| ARKK ARK Innovation ETF | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| CAGE Calamos Autocalla Gro ETF | New | 0.09% | +0.09 |
| ARTY iShares Future AI & Tech ETF | Add +0.0% | 0.29% | +0.09 |
| MDY State Street SPDR S&P Midcap | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| CAIQ Calamos Nasdaq Autocall ETF | Add +101.8% | 0.17% | +0.08 |
| CSX CSX Corp. | New | 0.08% | +0.08 |
| HST Host Hotels & Resorts Inc. | New | 0.08% | +0.08 |
| TTEQ T Rowe Price Technology ETF | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | New | 0.08% | +0.08 |
| DFEM Dimensional Emrg MRKT Core | Add +3.0% | 1.70% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +1.0% | 1.50% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +1.3% | 0.17% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +18.1% | 0.24% | +0.05 |
| IGM iShares Expanded Tech Sector | Add +0.0% | 0.27% | +0.04 |
| BALT Inn Defined Wealth Shield | Add +15.0% | 1.31% | +0.02 |
| CPAG F/M Com US Agg Bond ETF | Add +35.2% | 0.14% | +0.02 |
| AVSC Avantis US Small Cap Equity | Add +0.1% | 1.16% | +0.02 |
| AMZN Amazon.com Inc. | Add +5.4% | 0.41% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.17% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.6% | 0.31% | +0.01 |
| ICF iShares Select U.S. REIT ETF | Add +9.7% | 0.34% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +0.1% | 0.10% | −0.00 |
| ORCL Oracle Corp. | Add +11.9% | 0.10% | −0.00 |
| MSFT Microsoft Corp. | Add +10.8% | 0.22% | −0.01 |
| AAPL Apple Inc. | Add +0.7% | 0.95% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.11% | −0.01 |
| ED Consolidated Edison Inc. | Add +0.5% | 0.08% | −0.01 |
| HGER Harbor Commodity All Weather | Add +6.3% | 0.10% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +0.5% | 0.26% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Add +0.6% | 0.21% | −0.03 |
| MUNX Amg Gw&k Muni Income ETF | Add +0.5% | 0.27% | −0.04 |
| GLD SPDR Gold Shares | Add +2.2% | 0.23% | −0.07 |
| DFIC Dimensional International Co. | Add +3.9% | 2.17% | −0.14 |
| AVDE Avantis International Equity | Add +1.5% | 1.68% | −0.14 |
| BPRE Bluerock Private Real Estate | Add +1.6% | 0.95% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $266.6M | MAR, VOO, SMLF, QQQ, AVUS |
| Q1 2026 | 75 | $230.2M | MAR, VOO, SMLF, MOAT, DFAC |
| Q4 2025 | 77 | $244.6M | MAR, VOO, SMLF, MOAT, TBIL |
| Q3 2025 | 72 | $228.6M | MAR, VOO, TBIL, SMLF, MOAT |
| Q2 2025 | 67 | $211.5M | MAR, VOO, SMLF, MOAT, TBIL |
| Q1 2025 | 70 | $205.3M | MAR, VOO, TBIL, MOAT, SMLF |
| Q4 2024 | 75 | $228.1M | MAR, TBIL, VOO, SMLF, MOAT |