account_balance
Investment manager · 13F filer · SEC CIK 2041267
Family Office Research LLC
Reported value$267Mas of Jun 30, 2026
Positions85 16 new, 6 sold out
Top 10 weight71.2%MAR alone is 21%
FiledJul 2727 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MARMarriott Intl Inc New
21.1%Trimmed −10%
VOOVanguard Index FDS
10.3%Added +2%
SMLFiShares Tr
6.9%
QQQInvesco QQQ Tr
5.8%
AVUSAmerican Centy ETF Tr
5.4%
DFACDimensional ETF Trust
5.3%
MOATVaneck ETF Trust
5.2%
TBILRBB Fd Inc
5.2%Added +20%
DALDelta Air Lines Inc
3.8%
DFICDimensional ETF Trust
2.2%Added +4%
DFEM1.7%
AVDE1.7%
MARMarriott Intl Inc New
21.1%Trimmed −10%
VOO10.3%
SMLF6.9%
QQQ5.8%
AVUS5.4%
DFAC5.3%
MOAT5.2%
TBIL5.2%
DAL3.8%DFIC2.2%
DFEM1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MAR Marriott Intl Inc New 21.1% Trimmed −10%
VOO Vanguard Index FDS 10.3% Added +2%
SMLF iShares Tr 6.9% Held
QQQ Invesco QQQ Tr 5.8% Held
AVUS American Centy ETF Tr 5.4% Held
DFAC Dimensional ETF Trust 5.3% Held
MOAT Vaneck ETF Trust 5.2% Held
TBIL RBB Fd Inc 5.2% Added +20%
DAL Delta Air Lines Inc 3.8% HeldDFIC Dimensional ETF Trust 2.2% Added +4%
DFEM Dimensional ETF Trust 1.7% Added +3%
AVDE American Centy ETF Tr 1.7% Held
What changed