Family Office Research LLC
Q3 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
72
- Value ($000)
$228,639
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0002041267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M MARRIOTT INTL INC NEW | CL A | 571903202 | $46.85M | 21 % | 179,899 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.02M | 11 % | 40,858 | ||
T RBB FD INC | US TREAS 3 MNTH | 74933W452 | $17.24M | 8 % | 344,828 | ||
S ISHARES TR | US SML CAP EQT | 46434V290 | $14.92M | 7 % | 200,650 | ||
M VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $14.06M | 6 % | 141,904 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.74M | 6 % | 330,223 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.62M | 6 % | 21,017 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $12.18M | 5 % | 112,044 | ||
D DELTA AIR LINES INC DEL | COM NEW | 247361702 | $6.19M | 3 % | 109,018 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.01M | 2 % | 152,812 |
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