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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAR MARRIOTT INTL INC NEW Consumer Cyclical 151,993.0 $56.3M 21.13% -16K -9.6% $370.59 -3.8%
2 QQQ INVESCO QQQ TR Financial Services 20,817.0 $15.3M 5.75% -182.0 -0.9% $736.42 -0.9%
3 AVUS AMERICAN CENTY ETF TR 111,428.0 $14.3M 5.35% -953.0 -0.8% $128.08 +3.1%
4 DFAC DIMENSIONAL ETF TRUST 321,210.0 $14.2M 5.34% -2K -0.6% $44.36 +3.8%
5 IWV ISHARES TR 8,872.0 $3.8M 1.42% -143.0 -1.6% $426.42 +3.2%
6 SMOT VANECK ETF TRUST 49,230.0 $1.9M 0.72% -2K -4.4% $38.86 +4.9%
7 IVV ISHARES TR 2,380.0 $1.8M 0.67% -73.0 -3.0% $748.90 +3.7%
8 SNSR GLOBAL X FDS 17,802.0 $890K 0.33% -484.0 -2.6% $49.97 -1.2%
9 DBEF DBX ETF TR 10,866.0 $594K 0.22% -2K -16.7% $54.63 +3.1%
10 EFA ISHARES TR 5,695.0 $592K 0.22% -116.0 -2.0% $103.88 +4.4%
11 IVW ISHARES TR 4,275.0 $588K 0.22% -75.0 -1.7% $137.53 +2.9%
12 PTNQ PACER FDS TR 6,311.0 $559K 0.21% -49.0 -0.8% $88.65 -0.8%
13 VNLA JANUS DETROIT STR TR 9,114.0 $445K 0.17% -1K -13.2% $48.87 +0.1%
14 NVDA NVIDIA CORPORATION Technology 2,070.0 $414K 0.15% -5K -70.1% $200.10 +12.4%
15 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 13,480.0 $414K 0.15% -13K -48.9% $30.71 +16.4%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 293.0 $274K 0.10% -32.0 -9.8% $936.76 +1.8%
17 IJH ISHARES TR 3,539.0 $273K 0.10% -238.0 -6.3% $77.12 +1.8%
18 BOTZ GLOBAL X FDS 6,522.0 $247K 0.09% -278.0 -4.1% $37.94 -0.3%
19 SHLD GLOBAL X FDS 3,575.0 $213K 0.08% -3K -49.3% $59.71 +17.2%

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%