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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 1,795.0 $634K 0.24% +275.0 +18.1% $353.28 -3.3%
42 GLD SPDR GOLD TR Financial Services 1,648.0 $607K 0.23% +35.0 +2.2% $368.34 +10.1%
43 DBEF DBX ETF TR 10,866.0 $594K 0.22% -2K -16.7% $54.63 +3.1%
44 EFA ISHARES TR 5,695.0 $592K 0.22% -116.0 -2.0% $103.88 +4.4%
45 CGMU CAPITAL GRP FIXED INCM ETF T 21,415.0 $588K 0.22% NEW $27.47 -1.4%
46 IVW ISHARES TR 4,275.0 $588K 0.22% -75.0 -1.7% $137.53 +2.9%
47 MSFT MICROSOFT CORP Technology 1,572.0 $586K 0.22% +153.0 +10.8% $372.94 +28.8%
48 JMST J P MORGAN EXCHANGE TRADED F 10,978.0 $560K 0.21% +70.0 +0.6% $51.00 -0.2%
49 PTNQ PACER FDS TR 6,311.0 $559K 0.21% -49.0 -0.8% $88.65 -0.8%
50 GOOGL ALPHABET INC Communication Services 1,293.0 $462K 0.17% +16.0 +1.2% $357.43 -3.8%
51 CAIQ CALAMOS ETF TR 16,978.0 $456K 0.17% +9K +101.8% $26.85 -2.5%
52 SMH VANECK ETF TRUST 686.0 $450K 0.17% +9.0 +1.3% $656.03 -9.4%
53 VNLA JANUS DETROIT STR TR 9,114.0 $445K 0.17% -1K -13.2% $48.87 +0.1%
54 NVDA NVIDIA CORPORATION Technology 2,070.0 $414K 0.15% -5K -70.1% $200.10 +12.4%
55 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 13,480.0 $414K 0.15% -13K -48.9% $30.71 +16.4%
56 JPLD J P MORGAN EXCHANGE TRADED F 7,736.0 $404K 0.15% $52.19 -0.2%
57 CPAG RBB FD INC 3,736.0 $383K 0.14% +973.0 +35.2% $102.64 -1.2%
58 NVR NVR INC Consumer Cyclical 55.0 $375K 0.14% $6813.40 -7.6%
59 IWF ISHARES TR 3,015.0 $374K 0.14% +2K +300.4% $124.16 +0.7%
60 SCHB SCHWAB STRATEGIC TR 11,534.0 $334K 0.12% NEW $28.96 +3.3%
Page 3 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%