Family Office Research LLC Reduced Holdings in Q2 2025

Family Office Research LLC

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-144K
- 37.96%
N/A
236K $11.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.38K
- 15.86%
$49.79 - $50.75 $417K - $425K
44.4K $2.25B
AAPL
Apple Inc.

Technology
-799
- 7.8%
$172.42 - $223.89 $138K - $179K
9.45K $1.94B
RWO
Spdr Dow Jones Global Real Est

ETFs
-6.38K
- 32.03%
$38.85 - $45.0 $248K - $287K
13.5K $598M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-34.1K
- 9.4%
$29.12 - $35.84 $992K - $1.22M
328K $11.8B
BOTZ
Global X Fds

ETFs
-4.92K
- 28.71%
$24.51 - $32.65 $121K - $161K
12.2K $399M
SNSR
Global X Fds Internet Of Thing

ETFs
-6.13K
- 15.76%
$27.45 - $37.76 $168K - $231K
32.7K $1.24B
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-259
- 3.19%
$65.75 - $71.57 $17K - $18.5K
7.87K $562M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-470
- 8.63%
$51.16 - $62.02 $24K - $29.1K
4.97K $308M
ICF
Ishares Tr

ETFs
-58
- 0.41%
$54.56 - $62.47 $3.16K - $3.62K
13.9K $853M
QCOM
Qualcomm Inc

Technology
-7
- 0.41%
$124.66 - $159.48 $873 - $1.12K
1.71K $272M
DFAU
Dimensional ETF Tr

ETFs
-49
- 0.9%
$34.04 - $42.36 $1.67K - $2.08K
5.41K $229M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-67
- 1.05%
$72.96 - $90.39 $4.89K - $6.06K
6.3K $563M
AVSC
American Centy ETF Tr Avantis
-2.43K
- 4.48%
$42.39 - $51.76 $103K - $126K
51.9K $2.67B
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 2.09%
$82.96 - $110.1 $8.3K - $11K
4.68K $516M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-17
- 0.52%
$79.91 - $109.54 $1.36K - $1.86K
3.24K $355M
SMOT
Vaneck ETF Tr Morningstar Smid
-2.46K
- 3.07%
N/A
77.7K $2.7B
XT
Ishares Tr Exponential Technol

ETFs
-48
- 0.35%
$49.86 - $65.25 $2.39K - $3.13K
13.7K $894M
AMZN
Amazon Com Inc

Consumer Cyclical
-148
- 2.87%
$167.32 - $223.3 $24.8K - $33K
5K $1.1B
RTX
Raytheon Technologies Corp

Industrials
-999
- 4.91%
$113.75 - $148.48 $114K - $148K
19.4K $2.83B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-6.94K
- 5.97%
$23.4 - $29.68 $162K - $206K
109K $3.24B
IWV
Ishares Russell 3000 ETF

ETFs
-73
- 0.79%
$281.67 - $351.0 $20.6K - $25.6K
9.19K $3.23B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.59K
- 4.11%
$24.94 - $31.15 $164K - $205K
154K $4.78B
MAR
Marriott International Inc

Consumer Cyclical
-24.3K
- 11.7%
$211.12 - $274.14 $5.13M - $6.66M
183K $50.1B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.02K
- 1.37%
N/A
145K $13.6B
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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