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Portfolio (Quarterly) Guide ↗

Family Office Research LLC

· CIK 0002041267
13F Portfolio $230M AUM 75 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 13 Added 27 Reduced 10 Exited
Page 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAR MARRIOTT INTL INC NEW Consumer Cyclical 168,121.0 $55.0M 23.89% -9K -5.2% $327.07 +18.1%
2 VOO VANGUARD INDEX FDS 39,086.0 $23.4M 10.15% -701.0 -1.8% $597.55 +16.0%
3 SMLF ISHARES TR 205,416.0 $15.5M 6.74% +2K +1.1% $75.49 +13.3%
4 MOAT VANECK ETF TRUST 134,500.0 $13.0M 5.65% -4K -2.5% $96.70 +6.4%
5 DFAC DIMENSIONAL ETF TRUST 323,216.0 $12.6M 5.46% -2K -0.5% $38.86 +13.5%
6 AVUS AMERICAN CENTY ETF TR 112,381.0 $12.5M 5.43% +976.0 +0.9% $111.18 +14.6%
7 QQQ INVESCO QQQ TR Financial Services 20,999.0 $12.1M 5.26% -306.0 -1.4% $577.18 +27.3%
8 TBIL RBB FD INC 231,612.0 $11.5M 5.02% -36K -13.6% $49.86 -0.0%
9 DAL DELTA AIR LINES INC Industrials 109,018.0 $7.2M 3.15% $66.48 +23.2%
10 DFIC DIMENSIONAL ETF TRUST 149,774.0 $5.3M 2.31% -3K -2.1% $35.53 +7.4%
11 AVDE AMERICAN CENTY ETF TR 49,479.0 $4.2M 1.82% -516.0 -1.0% $84.84 +7.7%
12 DFEM DIMENSIONAL ETF TRUST 108,015.0 $3.7M 1.62% $34.55 +18.7%
13 IWV ISHARES TR 9,015.0 $3.3M 1.45% $370.69 +15.4%
14 AVEM AMERICAN CENTY ETF TR 41,062.0 $3.3M 1.44% -319.0 -0.8% $80.58 +20.1%
15 BLUEROCK PVT REAL ESTATE FD 192,234.0 $3.2M 1.39% +2K +0.8% $16.61
16 BALT INNOVATOR ETFS TRUST 88,660.0 $3.0M 1.29% +44K +99.5% $33.46 +2.0%
17 IJR ISHARES TR 21,728.0 $2.7M 1.17% +868.0 +4.2% $124.31 +12.4%
18 AVSC AMERICAN CENTY ETF TR 42,150.0 $2.6M 1.14% -634.0 -1.5% $62.30 +11.1%
19 AAPL APPLE INC Technology 8,724.0 $2.2M 0.96% $253.79 +22.6%
20 METV LISTED FDS TR 3,655.0 $2.1M 0.91% +3K +219.5% $572.07 -96.6%
Page 1 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 65.5%
Financial Services 17.8%
Industrials 8.6%
Technology 6.1%
Communication Services 0.9%
Healthcare 0.5%
Consumer Defensive 0.4%
Utilities 0.2%