Family Office Research
Family Office Research reported 85 stocks worth $260M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are MAR (20.6%), VOO (10.7%) and SMLF (6.6%). Compared with Q2 2026, the fund opened new positions in MPDY, BRK.B and SGOV, added to SMLF, AVUS and TBIL, trimmed MAR, VOO and QQQ and sold out of DAL, RTX and SCHB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MAR Marriott Intl Inc New | $53.6M | 20.6% | 151K | −1,195 (−1%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $27.9M | 10.7% | 40K | −119 (−0%) | 8 of 8 | |
| 3 |  SMLF Ishares TR | $17.2M | 6.6% | 206K | +949 (+0%) | 8 of 8 | |
| 4 |  AVUS Avantis U.s. Equity ETF | $15.6M | 6.0% | 122K | +11K (+10%) | 8 of 8 | |
| 5 |  TBIL US Treasury 3 Month Bill | $15.1M | 5.8% | 304K | +25K (+9%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $15M | 5.8% | 20K | −586 (−3%) | 8 of 8 | |
| 7 | DIMENSIONAL ETF TRUST | $13.9M | 5.3% | 312K | −8,869 (−3%) | 8 of 8 | |
| 8 |  MOAT Vaneck Morningstar Wide Moat ETF | $12.1M | 4.7% | 115K | −19K (−14%) | 8 of 8 | |
| 9 |  BALT Innovator Etfs Trust | $6M | 2.3% | 171K | +69K (+68%) | 4 of 8 | |
| 10 |  DFIC Dimensional Intern Core | $5.8M | 2.3% | 155K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DAL Delta Air Lines Inc Del | $10.2M | 109K |
 RTX Rtx Corp | $3.7M | 19K |
 SCHB Schwab US Broad Market ETF | $334K | 12K |
 ORCL Oracle Corp | $278K | 1,895 |
 BTC Grayscale Bitcoin Mini | $266K | 10K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Family Office Research 13F FAQ
What does Family Office Research own?
Family Office Research reported 85 stocks worth $260M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are MAR (20.6%), VOO (10.7%) and SMLF (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Family Office Research buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 24 added to, 36 trimmed and 9 sold out. New positions include MPDY, BRK.B and SGOV. It sold all of DAL, RTX and SCHB.
When will Family Office Research file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Family Office Research's portfolio worth?
The Q3 2026 filing reports $260M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.