Family Office Research LLC Purchases in Q2 2025

Family Office Research LLC

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
636
+ 1.6%
$456.74 - $568.03 $290K - $361K
40.3K $22.9B
AVUS
American Centy ETF Tr Avantis

ETFs
16.1K
+ 16.6%
$81.38 - $100.82 $1.31M - $1.62M
113K $11.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 4.99%
$416.06 - $551.64 $416K - $552K
21.1K $11.6B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.57K
+ 3.9%
$54.28 - $67.95 $411K - $514K
202K $13.7B
VGT
Vanguard Information Technolog

ETFs
868
+ 82.82%
$470.37 - $663.28 $408K - $576K
1.92K $1.27B
AVEM
American Centy ETF Tr Avantis

ETFs
2.26K
+ 5.95%
$53.08 - $68.54 $120K - $155K
40.3K $2.76B
AVDE
American Centy ETF Tr Avantis

ETFs
1.18K
+ 2.48%
$59.32 - $74.36 $69.7K - $87.4K
48.5K $3.59B
TSLA
Tesla, Inc.

Consumer Cyclical
857
New
$221.86 - $362.89 $190K - $311K
857 $272M
MSFT
Microsoft Corp

Technology
33
+ 1.88%
$354.56 - $497.45 $11.7K - $16.4K
1.79K $892M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$484.66 - $738.09 $485 - $738
1.36K $1B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.42K
+ 29.58%
$24.61 - $25.89 $183K - $192K
32.5K $836M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
807
+ 4.15%
$90.56 - $109.49 $73.1K - $88.4K
20.3K $2.21B
IGM
Ishares Expanded Tech Sector E

ETFs
426
+ 7.15%
$79.8 - $112.34 $34K - $47.9K
6.38K $717M
NVDA
Nvidia Corp

Technology
68
+ 2.38%
$94.31 - $157.99 $6.41K - $10.7K
2.93K $462M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$498.8 - $620.9 $499 - $621
2.37K $1.47B
VTI
Vanguard Total Stock Market Et

ETFs
287
+ 15.67%
$243.75 - $303.93 $70K - $87.2K
2.12K $644M
GOOG
Alphabet Inc.

Communication Services
461
+ 35.43%
$146.58 - $180.01 $67.6K - $83K
1.76K $313M
Ishares Bitcoin Trust ETF
122
+ 2.27%
N/A
5.5K $337M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.31%
$144.7 - $178.6 $724 - $893
1.6K $283M
DE
Deere & CO

Industrials
5
+ 0.84%
$412.99 - $531.48 $2.06K - $2.66K
601 $306M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.13%
$272.36 - $339.57 $272 - $340
772 $262M
VNLA
Janus Henderson Short Duration

ETFs
125
+ 1.25%
$48.74 - $49.2 $6.09K - $6.15K
10.1K $499M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
81
+ 0.76%
$50.52 - $50.92 $4.09K - $4.12K
10.7K $544M
Nuveen Churchill Direct Lend
208
+ 1.3%
N/A
16.2K $262M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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