Family Office Research LLC Purchases in Q3 2025

Family Office Research LLC

  • $229 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
109K
+ 46.15%
N/A
345K $17.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
524
+ 1.3%
$567.77 - $614.76 $298K - $322K
40.9K $25B
TSLA
Tesla, Inc.

Consumer Cyclical
3.68K
+ 429.64%
$293.94 - $444.72 $1.08M - $1.64M
4.54K $2.02B
Coreweave Inc
8.64K
New
N/A
8.64K $1.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.16K
New
$459.11 - $506.91 $994K - $1.1M
2.16K $1.09B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.13K
+ 0.65%
$36.04 - $38.78 $76.8K - $82.6K
330K $12.7B
METV
Listed Fds Tr Roundhill Ball M

ETFs
1.26K
New
$16.84 - $20.92 $21.3K - $26.4K
1.26K $927M
TNA
Direxion Daily Small Cap Bull

ETFs
10K
New
$32.54 - $47.12 $326K - $472K
10K $453M
ORCL
Oracle Corp

Technology
1.53K
New
$218.96 - $328.33 $335K - $502K
1.53K $430M
Ishares Bitcoin Trust ETF
5.15K
+ 93.72%
N/A
10.7K $692M
AVDE
American Centy ETF Tr Avantis

ETFs
74
+ 0.15%
$73.24 - $79.04 $5.42K - $5.85K
48.6K $3.83B
Global X Fds
3.72K
New
N/A
3.72K $233M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
674
New
$275.84 - $326.36 $186K - $220K
674 $220M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.16%
$656.44 - $753.15 $1.97K - $2.26K
1.92K $1.43B
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.89%
$620.67 - $670.08 $13K - $14.1K
2.39K $1.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$617.65 - $666.84 $618 - $667
2.07K $1.38B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.63K
+ 5.03%
$25.43 - $27.31 $41.5K - $44.6K
34.1K $932M
MGC
Vanguard Mega Cap ETF

ETFs
7
+ 0.25%
$224.2 - $245.55 $1.57K - $1.72K
2.83K $691M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.24%
$303.93 - $329.86 $1.52K - $1.65K
2.12K $697M
Global X Fds
3
+ 0.06%
N/A
5.22K $367M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
33
+ 1.1%
$68.94 - $86.3 $2.28K - $2.85K
3.03K $262M
BOTZ
Global X Fds

ETFs
16
+ 0.13%
$32.14 - $35.96 $514 - $575
12.2K $433M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.13%
$420.11 - $472.68 $420 - $473
753 $353M
RWO
Spdr Dow Jones Global Real Est

ETFs
60
+ 0.44%
$43.53 - $46.27 $2.61K - $2.78K
13.6K $623M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.13%
$339.37 - $366.46 $339 - $366
773 $283M
DFAU
Dimensional ETF Tr

ETFs
3
+ 0.06%
$42.42 - $45.96 $127 - $138
5.42K $248M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.06%
$194.44 - $206.51 $194 - $207
1.57K $324M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.14%
$62.09 - $66.51 $435 - $466
4.98K $325M
VNLA
Janus Henderson Short Duration

ETFs
126
+ 1.24%
$48.99 - $49.29 $6.17K - $6.21K
10.3K $506M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
76
+ 0.71%
$50.81 - $51.07 $3.86K - $3.88K
10.8K $550M
Nuveen Churchill Direct Lend
165
+ 1.02%
N/A
16.3K $225M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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