Family Office Research LLC Portfolio Holdings

Family Office Research LLC

  • $229 Billion
  • Q3 2025

Family Office Research LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $46.9B, Vanguard Index Fds S&P 500 ETF with a value of $25B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $17.2B, Ishares Msci Usa Small Cap Mul with a value of $14.9B, and Vaneck Morningstar Wide Moat E with a value of $14.1B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $211B to 229B.

Family Office Research LLC is based out at Bethesda, MD

Below you can find more details about Family Office Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
ETFs: $135 Billion
Consumer Cyclical: $51.6 Billion
Industrials: $9.69 Billion
Technology: $4.4 Billion
Financial Services: $1.09 Billion
Communication Services: $709 Million
Real Estate: $583 Million
Consumer Defensive: $340 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.7B
$46.9 Billion 20.49% of portfolio
179,899
Q3 2025 Reduced 1.85%
-
$17.2 Billion 7.54% of portfolio
-
Q3 2025 Added 46.15%
$37.5B
$6.19 Billion 2.71% of portfolio
109,018
Q3 2025 Reduced 0.31%
$258B
$3.23 Billion 1.41% of portfolio
19,298
Q3 2025 Reduced 0.28%
-
$2.77 Billion 1.21% of portfolio
-
Q3 2025 Reduced 1.14%
$4.3T
$2.24 Billion 0.98% of portfolio
8,800
Q3 2025 Reduced 6.88%
$1.29T
$2.02 Billion 0.88% of portfolio
4,539
Q3 2025 Added 429.64%
$1.79B
$1.26 Billion 0.55% of portfolio
18,984
Q1 2025 Added 0.15%
$662B
$1.09 Billion 0.48% of portfolio
2,164
Q3 2025 New
$2.39T
$1.01 Billion 0.44% of portfolio
4,587
Q3 2025 Reduced 8.32%
$3.78T
$759 Million 0.33% of portfolio
1,466
Q3 2025 Reduced 18.19%
$12.6B
$583 Million 0.25% of portfolio
34,243
Q3 2025 Reduced 0.11%
$23.4B
$442 Million 0.19% of portfolio
55
Q4 2024 New
$593B
$430 Million 0.19% of portfolio
1,530
Q3 2025 New
$1.74T
$380 Million 0.17% of portfolio
1,561
Q3 2025 Reduced 11.41%
$18.3B
$347 Million 0.15% of portfolio
1,321
Q3 2025 Reduced 0.3%
$465B
$347 Million 0.15% of portfolio
1,860
Q3 2025 Reduced 36.43%
$1.65T
$329 Million 0.14% of portfolio
1,351
Q3 2025 Reduced 15.77%
$144B
$271 Million 0.12% of portfolio
592
Q3 2025 Reduced 1.5%
$187B
$276 Million 0.12% of portfolio
1,661
Q3 2025 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $229 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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