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Portfolio (Quarterly) Guide ↗

Family Office Research LLC

· CIK 0002041267
13F Portfolio $267M AUM 85 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 28 Added 19 Reduced 6 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 39,949.0 $27.4M 10.29% +863.0 +2.2% $686.80 +3.4%
2 TBIL RBB FD INC 278,261.0 $13.9M 5.20% +47K +20.1% $49.86 +0.2%
3 DFIC DIMENSIONAL ETF TRUST 155,564.0 $5.8M 2.17% +6K +3.9% $37.26 +5.5%
4 DFEM DIMENSIONAL ETF TRUST 111,245.0 $4.5M 1.70% +3K +3.0% $40.64 -1.2%
5 AVDE AMERICAN CENTY ETF TR 50,225.0 $4.5M 1.68% +746.0 +1.5% $89.20 +5.7%
6 AVEM AMERICAN CENTY ETF TR 41,477.0 $4.0M 1.50% +415.0 +1.0% $96.49 -2.1%
7 BALT INNOVATOR ETFS TRUST 101,982.0 $3.5M 1.31% +13K +15.0% $34.27 +1.3%
8 JAAA JANUS DETROIT STR TR 57,294.0 $2.9M 1.08% +18K +45.2% $50.49 +0.2%
9 AAPL APPLE INC Technology 8,784.0 $2.5M 0.95% +60.0 +0.7% $289.34 +5.6%
10 BLUEROCK PVT REAL ESTATE FD 195,235.0 $2.5M 0.95% +3K +1.6% $13.01
11 IMDX INSIGHT MOLECULAR DIA INC Healthcare 368,849.0 $2.2M 0.82% +242K +189.8% $5.90 -27.6%
12 VGT VANGUARD WORLD FD 12,757.0 $1.5M 0.57% +11K +652.2% $119.52 +2.5%
13 TSLA TESLA INC Consumer Cyclical 3,574.0 $1.5M 0.56% +1K +62.5% $420.63 -19.3%
14 AMZN AMAZON COM INC Consumer Cyclical 4,621.0 $1.1M 0.41% +236.0 +5.4% $238.35 +9.6%
15 ICF ISHARES TR 13,569.0 $918K 0.34% +1K +9.7% $67.63 +1.3%
16 VTI VANGUARD INDEX FDS 2,239.0 $829K 0.31% +98.0 +4.6% $370.09 +3.3%
17 MUNX AMG ETF TRUST 28,855.0 $727K 0.27% +150.0 +0.5% $25.20 -1.6%
18 GOOG ALPHABET INC Communication Services 1,795.0 $634K 0.24% +275.0 +18.1% $353.28 -3.3%
19 GLD SPDR GOLD TR Financial Services 1,648.0 $607K 0.23% +35.0 +2.2% $368.34 +10.1%
20 MSFT MICROSOFT CORP Technology 1,572.0 $586K 0.22% +153.0 +10.8% $372.94 +28.8%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 57.1%
Financial Services 17.8%
Industrials 13.9%
Technology 5.4%
Communication Services 3.0%
Healthcare 2.1%
Consumer Defensive 0.3%
Utilities 0.2%
Real Estate 0.2%