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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLUEROCK PVT REAL ESTATE FD 195,235.0 $2.5M 0.95% +3K +1.6% $13.01
22 IMDX INSIGHT MOLECULAR DIA INC Healthcare 368,849.0 $2.2M 0.82% +242K +189.8% $5.90 -27.5%
23 META META PLATFORMS INC Communication Services 3,665.0 $2.1M 0.77% NEW $563.22 -3.5%
24 SMOT VANECK ETF TRUST 49,230.0 $1.9M 0.72% -2K -4.4% $38.86 +4.3%
25 IVV ISHARES TR 2,380.0 $1.8M 0.67% -73.0 -3.0% $748.90 +2.9%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,164.0 $1.6M 0.61% $746.88 +2.7%
27 VGT VANGUARD WORLD FD 12,757.0 $1.5M 0.57% +11K +652.2% $119.52 +0.2%
28 TSLA TESLA INC Consumer Cyclical 3,574.0 $1.5M 0.56% +1K +62.5% $420.63 -19.9%
29 AMZN AMAZON COM INC Consumer Cyclical 4,621.0 $1.1M 0.41% +236.0 +5.4% $238.35 +8.9%
30 ICF ISHARES TR 13,569.0 $918K 0.34% +1K +9.7% $67.63 +0.9%
31 SNSR GLOBAL X FDS 17,802.0 $890K 0.33% -484.0 -2.6% $49.97 -4.2%
32 SPACE EXPLORATION TECHN CORP 5,154.0 $881K 0.33% NEW $170.87
33 CRWV COREWEAVE INC Technology 8,654.0 $861K 0.32% $99.54 -6.4%
34 VTI VANGUARD INDEX FDS 2,239.0 $829K 0.31% +98.0 +4.6% $370.09 +2.4%
35 XT ISHARES TR 9,913.0 $819K 0.31% $82.63 -0.5%
36 MGC VANGUARD WORLD FD 2,852.0 $780K 0.29% $273.59 +2.7%
37 ARTY ISHARES TR 10,196.0 $777K 0.29% $76.16 -3.4%
38 IGM ISHARES TR 4,459.0 $729K 0.27% $163.56 -2.0%
39 MUNX AMG ETF TRUST 28,855.0 $727K 0.27% +150.0 +0.5% $25.20 -2.3%
40 RWO SPDR INDEX SHS FDS 13,678.0 $680K 0.26% $49.71 +0.8%
Page 2 of 5  ·  85 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%