1y return+25.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $127 against $127 in the S&P 500.2
Family Office Research LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MARMarriott Intl Inc New | $56.3M | 21.1% | −9.6% |
| VOOVanguard Index Fds | $27.4M | 10.3% | +2.2% |
| SMLFIshares Tr | $18.3M | 6.9% | |
| QQQInvesco Qqq Tr | $15.3M | 5.8% | |
| AVUSAmerican Centy Etf Tr | $14.3M | 5.4% | |
| Dimensional Etf TrustCUSIP 25434V708 | $14.2M | 5.3% | |
| MOATVaneck Etf Trust | $13.9M | 5.2% | |
| TBILRbb Fd Inc | $13.9M | 5.2% | +20.1% |
| DALDelta Air Lines Inc | $10.2M | 3.8% | |
| DFICDimensional Etf Trust | $5.8M | 2.2% | +3.9% |
| DFEMDimensional Etf Trust | $4.5M | 1.7% | +3.0% |
| AVDEAmerican Centy Etf Tr | $4.5M | 1.7% | +1.5% |
| AVEMAmerican Centy Etf Tr | $4.0M | 1.5% | +1.0% |
| IWVIshares Tr | $3.8M | 1.4% | −1.6% |
| RTXRtx Corporation | $3.7M | 1.4% | New |
| BALTInnovator Etfs Trust | $3.5M | 1.3% | +15.0% |
| IJRIshares Tr | $3.2M | 1.2% | |
| AVSCAmerican Centy Etf Tr | $3.1M | 1.2% | |
| JAAAJanus Detroit Str Tr | $2.9M | 1.1% | +45.2% |
| AAPLApple Inc | $2.5M | 1.0% | |
| BPREBluerock Pvt Real Estate Fd | $2.5M | 1.0% | +1.6% |
| IMDXInsight Molecular Dia Inc | $2.2M | 0.8% | +189.8% |
| METAMeta Platforms Inc | $2.1M | 0.8% | New |
| SMOTVaneck Etf Trust | $1.9M | 0.7% | −4.4% |
| IVVIshares Tr | $1.8M | 0.7% | −3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ARTYIshares Tr | December 31, 2024 | +105.4% | $777K |
| IMDXInsight Molecular Dia Inc | March 31, 2026 | +79.9% | $2.2M |
| AVEMAmerican Centy Etf Tr | December 31, 2024 | +64.1% | $4.0M |
| IGMIshares Tr | December 31, 2024 | +60.2% | $729K |
| DFEMDimensional Etf Trust | December 31, 2024 | +55.2% | $4.5M |
| DALDelta Air Lines Inc | December 31, 2024 | +54.8% | $10.2M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $1.5M |
| AVDEAmerican Centy Etf Tr | December 31, 2024 | +45.3% | $4.5M |
| DFICDimensional Etf Trust | December 31, 2024 | +44.2% | $5.8M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $15.3M |
Sold off last quarter
- METVListed Fds Tr was $2.1M
- BRK/BBerkshire Hathaway Inc Del was $939K
- Ishares Ethereum TrCUSIP 46438R105 was $405K
- ESPOVaneck Etf Trust was $253K
- TSLLDirexion Shares Etf Trust was $245K
- ITGartner Inc was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +5.8% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −7.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Family Office Research LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2041267&type=13F-HR&dateb=&owner=include&count=40CIK 2041267
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2041267/000117266126002809/Filed July 27, 2026 · accession 0001172661-26-002809