Family Office Research LLC holds a focused book of 85 stocks worth $266.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened RTX Corp and trimmed Marriott International -CL A. Their largest long position is Marriott International -CL A at 21% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2041267/holdings"
Use Arkolith to show Family Office Research LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.1%, a 1.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Family Office Research LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Family Office Research LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 76 / 80 | $15.6B |
| ROYAL BANK OF CANADA | 75 / 80 | $123.5B |
| MORGAN STANLEY | 74 / 80 | $450.8B |
| Cetera Investment Advisers | 74 / 80 | $21.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 74 / 80 | $18.1B |
| Farther Finance Advisors, LLC | 74 / 80 | $2.7B |
| WELLS FARGO & COMPANY/MN | 73 / 80 | $122.3B |
| Steward Partners Investment Advisory, LLC | 73 / 80 | $6.1B |
Ranked by how many of Family Office Research LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marriott Intl Inc New CL A | $56.3M | 152.0K | 21.1% | ▼−9.6% Reduced · −16K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $27.4M | 39.9K | 10.3% | ▲+2.2% Added · +863 sh | |
| 3 | Ishares TR US SML CAP EQT | $18.3M | 205.0K | 6.9% | ▼−0.2% Reduced · −388 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $15.3M | 20.8K | 5.8% | ▼−0.9% Reduced · −182 sh | |
| 5 | American Centy ETF TR US EQT ETF | $14.3M | 111.4K | 5.4% | ▼−0.8% Reduced · −953 sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $14.2M | 321.2K | 5.3% | ▼−0.6% Reduced · −2K sh | |
| 7 | Vaneck ETF Trust MRNGSTR WDE MOAT | $13.9M | 133.8K | 5.2% | ▼−0.5% Reduced · −662 sh | |
| 8 | RBB FD Inc F/M US TREASURY | $13.9M | 278.3K | 5.2% | ▲+20% Added · +47K sh | |
| 9 | Delta Air Lines Inc COM NEW | $10.2M | 109.0K | 3.8% | —Held | |
| 10 | Dimensional ETF Trust INTL CORE EQUITY | $5.8M | 155.6K | 2.2% | ▲+3.9% Added · +6K sh | |
| 11 | Dimensional ETF Trust EMERGING MKTS CO | $4.5M | 111.2K | 1.7% | ▲+3.0% Added · +3K sh | |
| 12 | American Centy ETF TR INTL EQT ETF | $4.5M | 50.2K | 1.7% | ▲+1.5% Added · +746 sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $4.0M | 41.5K | 1.5% | ▲+1.0% Added · +415 sh | |
| 14 | Ishares TR RUSSELL 3000 ETF | $3.8M | 8.9K | 1.4% | ▼−1.6% Reduced · −143 sh | |
| 15 | RTX Corporation COM | $3.7M | 19.3K | 1.4% | ▲New New position | |
| 16 | Innovator Etfs Trust DEFINED WLT SHLD | $3.5M | 102.0K | 1.3% | ▲+15% Added · +13K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $3.2M | 21.6K | 1.2% | ▼−0.5% Reduced · −105 sh | |
| 18 | American Centy ETF TR AVAN US SMAL ETF | $3.1M | 42.2K | 1.2% | ▲+0.1% Added · +31 sh | |
| 19 | Janus Detroit STR TR HENDRSON AAA CL | $2.9M | 57.3K | 1.1% | ▲+45% Added · +18K sh | |
| 20 | Apple Inc COM | $2.5M | 8.8K | 1.0% | ▲+0.7% Added · +60 sh | |
| 21 | Bluerock PVT Real Estate FD COM | $2.5M | 195.2K | 1.0% | ▲+1.6% Added · +3K sh | |
| 22 | Insight Molecular Dia Inc COM NEW | $2.2M | 368.8K | 0.8% | ▲+190% Added · +242K sh | |
| 23 | Meta Platforms Inc CL A | $2.1M | 3.7K | 0.8% | ▲New New position | |
| 24 | Vaneck ETF Trust MORN SMID MO ETF | $1.9M | 49.2K | 0.7% | ▼−4.4% Reduced · −2K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $1.8M | 2.4K | 0.7% | ▼−3.0% Reduced · −73 sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.2K | 0.6% | —Held | |
| 27 | Vanguard World FD INF TECH ETF | $1.5M | 12.8K | 0.6% | ▲+652% Added · +11K sh | |
| 28 | Tesla Inc COM | $1.5M | 3.6K | 0.6% | ▲+63% Added · +1K sh | |
| 29 | Amazon Com Inc COM | $1.1M | 4.6K | 0.4% | ▲+5.4% Added · +236 sh | |
| 30 | Ishares TR SELECT US REIT | $918K | 13.6K | 0.3% | ▲+9.7% Added · +1K sh | |
| 31 | Global X FDS INTERNET OF THNG | $890K | 17.8K | 0.3% | ▼−2.6% Reduced · −484 sh | |
| 32 | Space Exploration Techn Corp CLASS A COM STK | $881K | 5.2K | 0.3% | ▲New New position | |
| 33 | Coreweave Inc COM CL A | $861K | 8.7K | 0.3% | —Held | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $829K | 2.2K | 0.3% | ▲+4.6% Added · +98 sh | |
| 35 | Ishares TR FUTU EXPO TE ETF | $819K | 9.9K | 0.3% | —Held | |
| 36 | Vanguard World FD MEGA CAP INDEX | $780K | 2.9K | 0.3% | —Held | |
| 37 | Ishares TR FUTU AI TECH ETF | $777K | 10.2K | 0.3% | ▲~0% Added · +2 sh | |
| 38 | Ishares TR EXPND TEC SC ETF | $729K | 4.5K | 0.3% | ▲~0% Added · +1 sh | |
| 39 | Amg ETF Trust GW&K MUN INC ETF | $727K | 28.9K | 0.3% | ▲+0.5% Added · +150 sh | |
| 40 | SPDR Index SHS FDS ST DOW GLOBA ETF | $680K | 13.7K | 0.3% | ▲+0.4% Added · +61 sh | |
| 41 | Alphabet Inc CAP STK CL C | $634K | 1.8K | 0.2% | ▲+18% Added · +275 sh | |
| 42 | SPDR Gold TR GOLD SHS | $607K | 1.6K | 0.2% | ▲+2.2% Added · +35 sh | |
| 43 | DBX ETF TR XTRACK MSCI EAFE | $594K | 10.9K | 0.2% | ▼−17% Reduced · −2K sh | |
| 44 | Ishares TR MSCI EAFE ETF | $592K | 5.7K | 0.2% | ▼−2.0% Reduced · −116 sh | |
| 45 | Capital Grp Fixed Incm ETF T MUN INM ETF | $588K | 21.4K | 0.2% | ▲New New position | |
| 46 | Ishares TR S&P 500 GRWT ETF | $588K | 4.3K | 0.2% | ▼−1.7% Reduced · −75 sh | |
| 47 | Microsoft Corp COM | $586K | 1.6K | 0.2% | ▲+11% Added · +153 sh | |
| 48 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $560K | 11.0K | 0.2% | ▲+0.6% Added · +70 sh | |
| 49 | Pacer FDS TR TRENDPILOT 100 | $559K | 6.3K | 0.2% | ▼−0.8% Reduced · −49 sh | |
| 50 | Alphabet Inc CAP STK CL A | $462K | 1.3K | 0.2% | ▲+1.3% Added · +16 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 85 | $266.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 75 | $230.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 77 | $244.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 72 | $228.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 67 | $211.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 70 | $205.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 75 | $228.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.