Family Office Research LLC holds a focused book of 85 reported positions worth $266.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened RTX Corp and trimmed Marriott International -CL A. Their largest long position is Marriott International -CL A at 21% of the reported non-option book.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Family Office Research LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 17 / 80 | $1.0B |
| Draper Asset Management, LLC | 8 / 80 | $171.1M |
| Capstone Capital LLC | 12 / 80 | $148.1M |
| Copos Capital B.V. | 12 / 80 | $616.7M |
| Ketron Financial | 16 / 80 | $259.7M |
| Emerald Advisors, LLC | 23 / 80 | $638.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Family Office Research LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Family Office Research LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 85 | $266.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 75 | $230.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 77 | $244.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 72 | $228.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 67 | $211.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 70 | $205.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 75 | $228.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.