Family Office Research LLC
Q2 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
67
- Value ($000)
$211,458
- Date Filed08/14/2025
- Form type13F-HR
- CIK0002041267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MAR MARRIOTT INTL INC NEW | CL A | 571903202 | $50.08M | 24 % | 183,293 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $22.91M | 11 % | 40,334 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $13.69M | 7 % | 201,512 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.60M | 6 % | 144,983 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $11.80M | 6 % | 235,946 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $11.76M | 6 % | 328,093 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.62M | 6 % | 21,056 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $11.40M | 5 % | 113,087 | ||
DAL DELTA AIR LINES INC DEL | COM NEW | 247361702 | $5.38M | 3 % | 109,354 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.78M | 2 % | 153,886 |
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