Family Office Research LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Family Office Research LLC reported 75 stock positions worth $228.1 million. Its top holding was Marriott International Class A (MAR) at 26.4% of the portfolio, followed by F/M US Treasury 3 Month Bill (TBIL, 9.4%) and Vanguard S&P 500 ETF (VOO, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0002041267
- Portfolio Value
- $228.1M (Q4 2024)
- SEC Filing
- 0001172661-25-000759 ↗ filed Feb 13, 2025
Holdings Value
Holdings 75 stocks · $228.1M
| MAR Marriott International Class A | 26.44% | 216,277 | $60.3M | — |
| TBIL F/M US Treasury 3 Month Bill | 9.42% | 431,150 | $21.5M | — |
| VOO Vanguard S&P 500 ETF | 8.70% | 36,825 | $19.8M | — |
| SMLF iShares US Smallcap Equity F | 6.01% | 202,997 | $13.7M | — |
| MOAT Vaneck Morningstar Wide Moat | 5.89% | 144,906 | $13.4M | — |
| DFAC Dimensional US Core Equity 2 | 5.31% | 350,286 | $12.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.48% | 19,969 | $10.2M | — |
| AVUS Avantis U.S. Equity ETF | 3.47% | 81,749 | $7.9M | — |
| DAL Delta Air Lines Inc. | 2.90% | 109,354 | $6.6M | — |
| DFIC Dimensional International Co. | 1.93% | 170,676 | $4.4M | — |
| IWV iShares Russell 3000 ETF | 1.53% | 10,420 | $3.5M | — |
| DFEM Dimensional Emrg MRKT Core | 1.48% | 128,543 | $3.4M | — |
| AVSC Avantis US Small Cap Equity | 1.35% | 56,841 | $3.1M | — |
| SMOT Vaneck Morningstar Smid Moat | 1.28% | 84,953 | $2.9M | — |
| AVDE Avantis International Equity | 1.27% | 47,261 | $2.9M | — |
| AAPL Apple Inc. | 1.22% | 11,075 | $2.8M | — |
| RTX RTX Corp. | 1.03% | 20,350 | $2.4M | — |
| AVEM Avantis Emerging Markets Eq | 0.98% | 38,036 | $2.2M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.96% | 43,289 | $2.2M | — |
| IJR iShares Core S&P Small-Cap E | 0.96% | 19,002 | $2.2M | — |
| CDNA Caredx Inc. | 0.84% | 89,930 | $1.9M | — |
| VAC Marriott Vacations World | 0.75% | 18,956 | $1.7M | — |
| IVV iShares Core S&P 500 ETF | 0.69% | 2,670 | $1.6M | — |
| SNSR Global X Internet of Things | 0.65% | 42,258 | $1.5M | — |
| AMZN Amazon.com Inc. | 0.60% | 6,263 | $1.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,061 | $1.2M | — |
| XT Ishar Fture Exp Tech ETF-Usd | 0.47% | 17,821 | $1.1M | — |
| RWO State Street SPDR Dow Jones | 0.38% | 20,312 | $871K | — |
| ICF iShares Select U.S. REIT ETF | 0.37% | 14,091 | $849K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,692 | $767K | — |
| IT Gartner Inc. | 0.31% | 1,467 | $711K | — |
| MSFT Microsoft Corp. | 0.30% | 1,601 | $675K | — |
| DFAU Dimensional US Core Equity M | 0.29% | 16,352 | $662K | — |
| EFA iShares MSCI Eafe ETF | 0.28% | 8,554 | $647K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.28% | 3,033 | $645K | — |
| PTNQ Pacer Trendpilot 100 ETF | 0.27% | 8,417 | $623K | — |
| BOTZ Global X Robotics & Artifici | 0.27% | 19,396 | $620K | — |
| IGM iShares Expanded Tech Sector | 0.27% | 6,037 | $616K | — |
| IVW iShares S&P 500 Growth ETF | 0.27% | 5,966 | $606K | — |
| VNLA Janus Henderson Short Durati | 0.25% | 11,565 | $566K | — |
| HST Host Hotels & Resorts Inc. | 0.25% | 32,098 | $562K | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.24% | 13,040 | $540K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 10,532 | $534K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 1,825 | $529K | — |
| META Meta Platforms Inc. Class A | 0.22% | 850 | $498K | — |
| NCDL Nuveen Churchill Direct Lend | 0.21% | 28,456 | $477K | — |
| NVR NVR Inc. | 0.20% | 55 | $450K | — |
| NVDA Nvidia Corp. | 0.17% | 2,955 | $397K | — |
| ARTY iShares Future AI & Tech ETF | 0.17% | 10,489 | $389K | — |
| IVE iShares S&P 500 Value ETF | 0.16% | 1,880 | $359K | — |
| COST Costco Wholesale Corp. | 0.15% | 385 | $353K | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.15% | 8,357 | $350K | — |
| VGT Vanguard Info Tech ETF | 0.15% | 533 | $332K | — |
| GLD SPDR Gold Shares | 0.14% | 1,329 | $322K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 5,095 | $317K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,313 | $316K | — |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,595 | $302K | — |
| ARKK ARK Innovation ETF | 0.13% | 5,294 | $301K | — |
| CI The Cigna Group | 0.13% | 1,088 | $301K | — |
| DFAI Dimensional International Co. | 0.13% | 10,055 | $294K | — |
| ESPO Vaneck Videogaming Esports | 0.13% | 3,435 | $286K | — |
| QCOM Qualcomm Inc. | 0.12% | 1,712 | $263K | — |
| DE Deere & Co. | 0.11% | 591 | $251K | — |
| IWB iShares Russell 1000 ETF | 0.11% | 770 | $248K | — |
| UTG Reaves Utility Income Fund | 0.11% | 7,626 | $242K | — |
| MLPX Global X MLP & Energy Infras | 0.10% | 3,721 | $225K | — |
| JPLD JPMorgan Ltd. Duration ETF | 0.10% | 4,312 | $222K | — |
| UNH Unitedhealth Group Inc. | 0.10% | 437 | $221K | — |
| XOM Exxon Mobil Corp. | 0.10% | 2,044 | $220K | — |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.10% | 4,320 | $220K | — |
| GOOG Alphabet Inc. Class C | 0.09% | 1,125 | $214K | — |
| AXP American Express Co. | 0.09% | 703 | $209K | — |
| IWF iShares Russell 1000 Growth | 0.09% | 512 | $206K | — |
| DFIS Dimensional International SM | 0.09% | 8,258 | $203K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.09% | 2,068 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |