Family Office Research LLC
Q2 2026 13F Holdings
- Locationbethesda, MD
- Num holdings
85
- Value ($000)
$266,594
- Date Filed 07/27/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MARRIOTT INTL INC NEW | CL A | 571903202 | $56.33M | 21 % | 151,993 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $27.44M | 10 % | 39,949 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $18.28M | 7 % | 205,028 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.33M | 6 % | 20,817 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $14.27M | 5 % | 111,428 | ||
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $14.25M | 5 % | 321,210 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.91M | 5 % | 133,838 | ||
RBB FD INC | F/M US TREASURY | 74933W452 | $13.87M | 5 % | 278,261 | ||
DELTA AIR LINES INC | COM NEW | 247361702 | $10.21M | 4 % | 109,018 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.8M | 2 % | 155,564 |
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