Data as of Q4 2025 (Dec 31, 2025)

Family Office Research LLC

•CIK: 2041267•Filing: Q4 2025

**Family Office Research LLC** manages $245M across a diversified portfolio of 77 positions. The fund exhibits significant concentration in technology and market-leading equities, notably holding MAR at $55.8M and VOO at $25.2M. Further allocations include substantial positions in SMLF ($15.4M), MOAT ($14.4M), and TBIL ($13.4M). This structure suggests a mandate focused on established growth names and sector-specific opportunities.

Total AUM
$244.6M
QoQ Performance
+7.0%
Positions
45
Top 10 Concentration
71.9%
Latest Filing
Q4 2025

Top Holdings Allocation

MAR
VOO
SMLF
MOAT
TBIL
NDQ
DFAC
AVUS
MAR22.8%
VOO10.3%
SMLF6.3%
MOAT5.9%
TBIL5.5%
NDQ5.4%
DFAC5.3%
AVUS5.1%

📈 Biggest Buys

BPRE
BLUEROCK PVT REAL ESTATE FD
NEW
1.2% of portfolio
JAAA
JANUS DETROIT STR TR
+102.1%
1.4% of portfolio
BALT
INNOVATOR ETFS TRUST
NEW
0.6% of portfolio
NVDA
NVIDIA CORPORATION
+269.1%
0.5% of portfolio
TSLA
TESLA INC
+26.7%
1.1% of portfolio

📉 Biggest Sells

TBIL
RBB FD INC
-22.3%
5.5% of portfolio
MAR
MARRIOTT INTL INC NEW
-1.4%
22.8% of portfolio
VOO
VANGUARD INDEX FDS
-2.6%
10.3% of portfolio
DBMF
LITMAN GREGORY FDS TR
-60.3%
0.2% of portfolio
AVSC
AMERICAN CENTY ETF TR
-14.8%
1.0% of portfolio

Sector Breakdown

Other59.6%
Consumer24.4%
ETF11.6%
Technology2.4%
Industrial1.6%
Financial0.4%

🚪 Exited Positionssold since Q3 2025

NCDL
NUVEEN CHURCHILL DIRECT LEND
SOLD
$225.4K
NUSC
NUSHARES ETF TR
SOLD
$216.3K

Changes from Q3 2025

NEW7 new positions
↑24 increased
↓35 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

MAR22.8%
MARRIOTT INTL INC NEW
$55.8M
VOO10.3%
VANGUARD INDEX FDS
$25.2M
SMLF6.3%
ISHARES TR
$15.4M
MOAT5.9%
VANECK ETF TRUST
$14.4M
TBIL5.5%
RBB FD INC
$13.4M

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