Family Office Research LLC Portfolio Holdings

Family Office Research LLC

  • $211 Billion
  • Q2 2025

Family Office Research LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $50.1B, Vanguard Index Fds S&P 500 ETF with a value of $22.9B, Ishares Msci Usa Small Cap Mul with a value of $13.7B, Vaneck Morningstar Wide Moat E with a value of $13.6B, and Rbb Fd Inc Us Treas 3 Month Bi with a value of $11.8B.

Examining the 13F form we can see an increase of $6.15B in the current position value, from $205B to 211B.

Family Office Research LLC is based out at Bethesda, MD

Below you can find more details about Family Office Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $125 Billion
Consumer Cyclical: $53.2 Billion
Industrials: $8.51 Billion
Technology: $4.1 Billion
Communication Services: $1.6 Billion
Real Estate: $527 Million
Healthcare: $389 Million
Consumer Defensive: $383 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$50.1 Billion 23.68% of portfolio
183,293
Q2 2025 Reduced 11.7%
$0
$22.9 Billion 10.83% of portfolio
40,334
Q2 2025 Added 1.6%
$0
$13.7 Billion 6.48% of portfolio
201,512
Q2 2025 Added 3.9%
$0
$13.6 Billion 6.43% of portfolio
144,983
Q2 2025 Reduced 1.37%
-
$11.8 Billion 5.58% of portfolio
-
Q2 2025 Reduced 37.96%
$0
$11.8 Billion 5.56% of portfolio
328,093
Q2 2025 Reduced 9.4%
$0
$11.6 Billion 5.49% of portfolio
21,056
Q2 2025 Added 4.99%
$0
$11.4 Billion 5.39% of portfolio
113,087
Q2 2025 Added 16.6%
$37.5B
$5.38 Billion 2.54% of portfolio
109,354
Q4 2024 New
$0
$4.78 Billion 2.26% of portfolio
153,886
Q2 2025 Reduced 4.11%
$0
$3.59 Billion 1.7% of portfolio
48,512
Q2 2025 Added 2.48%
$0
$3.24 Billion 1.53% of portfolio
109,278
Q2 2025 Reduced 5.97%
$0
$3.23 Billion 1.53% of portfolio
9,188
Q2 2025 Reduced 0.79%
$229B
$2.83 Billion 1.34% of portfolio
19,352
Q2 2025 Reduced 4.91%
$0
$2.76 Billion 1.31% of portfolio
40,280
Q2 2025 Added 5.95%
-
$2.7 Billion 1.28% of portfolio
-
Q2 2025 Reduced 3.07%
$0
$2.25 Billion 1.07% of portfolio
44,420
Q2 2025 Reduced 15.86%
$0
$2.21 Billion 1.05% of portfolio
20,254
Q2 2025 Added 4.15%
$3.69T
$1.94 Billion 0.92% of portfolio
9,450
Q2 2025 Reduced 7.8%
$0
$1.47 Billion 0.7% of portfolio
2,371
Q2 2025 Added 0.04%
$2.9B
$1.37 Billion 0.65% of portfolio
18,984
Q1 2025 Added 0.15%
$0
$1.28 Billion 0.6% of portfolio
2,068
Q1 2025 Added 0.34%
$0
$1.27 Billion 0.6% of portfolio
1,916
Q2 2025 Added 82.82%
$0
$1.24 Billion 0.58% of portfolio
32,733
Q2 2025 Reduced 15.76%
$2.26T
$1.1 Billion 0.52% of portfolio
5,003
Q2 2025 Reduced 2.87%
$1.78T
$1 Billion 0.47% of portfolio
1,356
Q2 2025 Added 0.07%
$0
$894 Million 0.42% of portfolio
13,700
Q2 2025 Reduced 0.35%
$3.95T
$892 Million 0.42% of portfolio
1,792
Q2 2025 Added 1.88%
$0
$836 Million 0.4% of portfolio
32,487
Q2 2025 Added 29.58%
$0
$853 Million 0.4% of portfolio
13,941
Q2 2025 Reduced 0.41%
$0
$717 Million 0.34% of portfolio
6,380
Q2 2025 Added 7.15%
$0
$644 Million 0.3% of portfolio
2,119
Q2 2025 Added 15.67%
$0
$635 Million 0.3% of portfolio
2,822
Q1 2025 Reduced 6.96%
$0
$598 Million 0.28% of portfolio
13,547
Q2 2025 Reduced 32.03%
$0
$571 Million 0.27% of portfolio
13,040
Q4 2024 New
$0
$563 Million 0.27% of portfolio
6,298
Q2 2025 Reduced 1.05%
$0
$562 Million 0.27% of portfolio
7,870
Q2 2025 Reduced 3.19%
$0
$544 Million 0.26% of portfolio
10,690
Q2 2025 Added 0.76%
$18.1B
$536 Million 0.25% of portfolio
1,325
Q1 2025 Reduced 9.68%
$11.3B
$527 Million 0.25% of portfolio
34,279
Q1 2025 Added 6.79%
$0
$516 Million 0.24% of portfolio
4,684
Q2 2025 Reduced 2.09%
$0
$499 Million 0.24% of portfolio
10,132
Q2 2025 Added 1.25%
$106B
$497 Million 0.23% of portfolio
1,629
Q1 2025 Added 22.57%
$456B
$462 Million 0.22% of portfolio
2,926
Q2 2025 Added 2.38%
$0
$425 Million 0.2% of portfolio
10,356
Q1 2025 Reduced 1.27%
$25.6B
$406 Million 0.19% of portfolio
55
Q4 2024 New
$0
$399 Million 0.19% of portfolio
12,211
Q2 2025 Reduced 28.71%
$666M
$389 Million 0.18% of portfolio
19,930
Q1 2025 Reduced 77.84%
$439B
$383 Million 0.18% of portfolio
387
Q1 2025 Added 0.52%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $211 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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