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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JAAA JANUS DETROIT STR TR 39,450.0 $2.0M 0.86% -28K -41.1% $50.37 +0.7%
22 SMOT VANECK ETF TRUST 51,505.0 $1.8M 0.79% -15K -22.9% $35.19 +8.3%
23 IVV ISHARES TR 2,453.0 $1.6M 0.70% $653.09 +16.0%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,164.0 $1.4M 0.61% $650.22 +16.0%
25 NVDA NVIDIA CORPORATION Technology 6,928.0 $1.2M 0.53% +62.0 +0.9% $174.40 +22.8%
26 VGT VANGUARD WORLD FD 1,696.0 $1.2M 0.51% -98.0 -5.5% $697.91 -83.0%
27 BERKSHIRE HATHAWAY INC DEL 1,959.0 $939K 0.41% -136.0 -6.5% $479.14
28 AMZN AMAZON COM INC Consumer Cyclical 4,385.0 $913K 0.40% -32.0 -0.7% $208.28 +31.3%
29 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 26,399.0 $896K 0.39% NEW $33.95 +2.5%
30 TSLA TESLA INC Consumer Cyclical 2,199.0 $818K 0.35% -4K -61.8% $371.79 +18.8%
31 ICF ISHARES TR 12,366.0 $765K 0.33% $61.89 +10.3%
32 MUNX AMG ETF TRUST 28,705.0 $711K 0.31% NEW $24.78 +1.1%
33 GLD SPDR GOLD TR Financial Services 1,613.0 $694K 0.30% +13.0 +0.8% $430.24 -4.0%
34 VTI VANGUARD INDEX FDS 2,141.0 $687K 0.30% $320.81 +15.8%
35 SNSR GLOBAL X FDS 18,286.0 $682K 0.30% -9K -32.6% $37.27 +38.8%
36 XT ISHARES TR 9,913.0 $676K 0.29% -103.0 -1.0% $68.15 +22.5%
37 MGC VANGUARD WORLD FD 2,852.0 $674K 0.29% $236.32 +17.5%
38 CRWV COREWEAVE INC Technology 8,654.0 $670K 0.29% $77.47 +36.6%
39 DBEF DBX ETF TR 13,040.0 $644K 0.28% $49.40 +7.3%
40 RWO SPDR INDEX SHS FDS 13,617.0 $623K 0.27% $45.77 +8.7%
Page 2 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%