Family Office Research LLC
Q1 2026 13F Holdings
- Locationbethesda, MD
- Num holdings
75
- Value ($000)
$230,193
- Date Filed 05/13/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MARRIOTT INTL INC NEW | CL A | 571903202 | $54.99M | 24 % | 168,121 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.36M | 10 % | 39,086 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $15.51M | 7 % | 205,416 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.01M | 6 % | 134,500 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.56M | 6 % | 323,216 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $12.49M | 5 % | 112,381 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.12M | 5 % | 20,999 | ||
RBB FD INC | F/M US TREASURY | 74933W452 | $11.55M | 5 % | 231,612 | ||
DELTA AIR LINES INC | COM NEW | 247361702 | $7.25M | 3 % | 109,018 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.32M | 2 % | 149,774 |
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