StockDriftsStockDriftsTop 50 Family Office Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 20.63% | 150.8K | $53.6M | -0.79%(-1.20K) | $263.77(+48.12%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 10.74% | 39.8K | $27.9M | -0.30%(-119) | $535.75(+31.52%) | 2026-09-30 | |
| SMLF | ISHARES TR | 6.62% | 206.0K | $17.2M | +0.46%(+949) | $67.13(+24.44%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.01% | 122.1K | $15.6M | +9.58%(+10.67K) | $98.83(+30.45%) | 2026-09-30 | |
| TBIL | RBB FD INC | 5.82% | 303.7K | $15.1M | +9.13%(+25.39K) | $49.94(+0.02%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.76% | 20.2K | $15.0M | -2.82%(-586) | $501.57(+43.22%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.34% | 312.3K | $13.9M | -2.76%(-8.87K) | $34.44(+30.30%) | 2026-09-30 | |
| MOAT | VANECK ETF TRUST | 4.66% | 114.6K | $12.1M | -14.36%(-19.22K) | $94.78(+16.56%) | 2026-09-30 | |
| BALT | INNOVATOR ETFS TRUST | 2.31% | 171.0K | $6.0M | +67.68%(+69.02K) | $33.88(+3.35%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.25% | 155.5K | $5.8M | -0.06%(-92) | $27.33(+37.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.54% |
Family Office Research LLC reports $260.03M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are MAR (20.6%), VOO (10.7%) and SMLF (6.6%). The top 20 holdings account for 83.15% of reported assets. Its disclosed equity book has returned +27.25% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family Office Research LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041267). View Family Office Research LLC’s 13F filings on SEC