Family Office Research LLC Top Holdings and 13F Report (2025) About Family Office Research LLCInvestment ActivityFamily Office Research LLC has $228.13 million in total holdings as of December 31, 2024.Family Office Research LLC owns shares of 75 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Marriott International $60,328,400US Treasury 3 Month Bill ETF $21,497,149Vanguard S&P 500 ETF $19,841,971iShares U.S. Small Cap Equity Factor ETF $13,702,361VanEck Morningstar Wide Moat ETF $13,436,444 Sector AllocationMap of 500 Largest Holdings ofFamily Office Research LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMARMarriott International$60,328,400216,27726.4%Consumer DiscretionaryTBILUS Treasury 3 Month Bill ETF$21,497,149431,1509.4%ETFVOOVanguard S&P 500 ETF$19,841,97136,8258.7%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$13,702,361202,9976.0%ETFMOATVanEck Morningstar Wide Moat ETF$13,436,444144,9065.9%ETFDFACDimensional U.S. Core Equity 2 ETF$12,116,416350,2865.3%ETFQQQInvesco QQQ$10,209,13819,9694.5%FinanceAVUSAvantis U.S. Equity ETF$7,923,98281,7493.5%ETFDALDelta Air Lines$6,615,917109,3542.9%TransportationDFICDimensional International Core Equity 2 ETF$4,411,142170,6761.9%ETFIWViShares Russell 3000 ETF$3,483,03010,4201.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,366,557128,5431.5%ETFAVSCAvantis U.S. Small Cap Equity ETF$3,089,90056,8411.4%ETFSMOTVanEck Morningstar SMID Moat ETF$2,928,33484,9531.3%ETFAVDEAvantis International Equity ETF$2,900,44147,2611.3%ETFAAPLApple$2,773,47911,0751.2%Computer and TechnologyRTXRTX$2,354,91020,3501.0%AerospaceAVEMAvantis Emerging Markets Equity ETF$2,236,16538,0361.0%ETFJAAAJanus Henderson AAA CLO ETF$2,195,21643,2891.0%ETFIJRiShares Core S&P Small-Cap ETF$2,189,47519,0021.0%ETFCDNACareDx$1,925,40189,9300.8%MedicalVACMarriott Vacations Worldwide$1,702,26218,9560.7%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,572,1822,6700.7%ETFSNSRGlobal X Internet of Things Thematic ETF$1,474,82342,2580.6%ETFAMZNAmazon.com$1,374,2536,2630.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,208,3232,0610.5%FinanceXTiShares Exponential Technologies ETF$1,063,21217,8210.5%ManufacturingRWOSPDR Dow Jones Global Real Estate ETF$871,21920,3120.4%ETFICFiShares Cohen & Steers REIT ETF$849,15114,0910.4%ETFBRK.BBerkshire Hathaway$766,9501,6920.3%FinanceITGartner$710,7171,4670.3%Business ServicesMSFTMicrosoft$675,0891,6010.3%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$662,12716,3520.3%ETFEFAiShares MSCI EAFE ETF$646,7948,5540.3%FinanceMGCVanguard Mega Cap ETF$645,0883,0330.3%ETFPTNQPacer Trendpilot 100 ETF$623,0888,4170.3%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$619,71519,3960.3%ManufacturingIGMiShares Expanded Tech Sector ETF$616,3326,0370.3%ETFIVWiShares S&P 500 Growth ETF$605,7835,9660.3%ETFVNLAJanus Henderson Short Duration Income ETF$565,68811,5650.2%ETFHSTHost Hotels & Resorts$562,37132,0980.2%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$539,85613,0400.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$534,10910,5320.2%ETFVTIVanguard Total Stock Market ETF$529,1291,8250.2%ETFMETAMeta Platforms$497,9358500.2%Computer and TechnologyNUVEEN CHURCHILL DIRECT LEND$477,49928,4560.2%COM SHSNVRNVR$449,840550.2%ConstructionNVDANVIDIA$396,8782,9550.2%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$388,85710,4890.2%ManufacturingIVEiShares S&P 500 Value ETF$358,9601,8800.2%ETFCOSTCostco Wholesale$352,9873850.2%Retail/WholesaleNUSCNuveen ESG Small-Cap ETF$350,0088,3570.2%ETFVGTVanguard Information Technology ETF$331,7695330.1%ETFGLDSPDR Gold Shares$321,9831,3290.1%FinanceIJHiShares Core S&P Mid-Cap ETF$317,4735,0950.1%ETFVBVanguard Small-Cap ETF$315,5081,3130.1%ETFGOOGLAlphabet$301,9851,5950.1%Computer and TechnologyARKKARK Innovation ETF$300,5405,2940.1%ETFCIThe Cigna Group$300,5061,0880.1%MedicalDFAIDimensional International Core Equity Market ETF$293,61910,0550.1%ETFESPOVanEck Video Gaming and eSports ETF$286,4283,4350.1%ManufacturingQCOMQUALCOMM$263,0241,7120.1%Computer and TechnologyDEDeere & Company$250,8085910.1%Industrial ProductsIWBiShares Russell 1000 ETF$248,2317700.1%ETFREAVES UTIL INCOME FD$241,6907,6260.1%COM SH BEN INTMLPXGlobal X MLP & Energy Infrastructure ETF$225,3443,7210.1%ETFJ P MORGAN EXCHANGE TRADED F$222,1544,3120.1%JPMORGAM LTD DURUNHUnitedHealth Group$221,4374370.1%MedicalXOMExxon Mobil$219,9572,0440.1%Oils/EnergyKOMPSPDR S&P Kensho New Economies Composite ETF$219,6114,3200.1%ETFGOOGAlphabet$214,3161,1250.1%Computer and TechnologyAXPAmerican Express$208,7217030.1%FinanceIWFiShares Russell 1000 Growth ETF$205,6155120.1%ETFDFISDimensional International Small Cap ETF$202,7758,2580.1%ETFEFGiShares MSCI EAFE Growth ETF$200,2702,0680.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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