Family Office Research
$267M 13F equity value
91 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Family Office Research covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 151,993 | $56M | 21.1% |
| VOO | VANGUARD INDEX FDS | 39,949 | $27M | 10.3% |
| SMLF | ISHARES TR | 205,028 | $18M | 6.9% |
| QQQ | INVESCO QQQ TR | 20,817 | $15M | 5.8% |
| AVUS | AMERICAN CENTY ETF TR | 111,428 | $14M | 5.4% |
| DFAC | DIMENSIONAL ETF TRUST | 321,210 | $14M | 5.3% |
| MOAT | VANECK ETF TRUST | 133,838 | $14M | 5.2% |
| TBIL | RBB FD INC | 278,261 | $14M | 5.2% |
| DAL | DELTA AIR LINES INC | 109,018 | $10M | 3.8% |
| DFIC | DIMENSIONAL ETF TRUST | 155,564 | $6M | 2.2% |
Track Family Office Research's 13F portfolio: $267M in reported holdings, 91 positions. Top holdings and quarterly changes on SentiSense.
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