Family Office Research LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location bethesda, MDCIK 0002041267All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
75 | $230.19M | MAR, VOO, SMLF, MOAT | 13F-HR | May 13, 2026 | 000117266126001761 | ||
77 | $244.65M | MAR, VOO, SMLF, MOAT | 13F-HR | Feb 9, 2026 | 000117266126000542 | ||
72 | $228.64M | MAR, VOO, TBIL, SMLF | 13F-HR | Nov 4, 2025 | 000117266125004576 | ||
67 | $211.46M | MAR, VOO, SMLF, MOAT | 13F-HR | Aug 14, 2025 | 000117266125003381 | ||
70 | $205.31M | MAR, VOO, TBIL, MOAT | 13F-HR | May 15, 2025 | 000117266125002402 | ||
75 | $228.13M | MAR, TBIL, VOO, SMLF | 13F-HR | Feb 13, 2025 | 000117266125000759 |