Family Office Research LLC Portfolio Holdings

Family Office Research LLC

  • $205 Billion
  • Q1 2025

Family Office Research LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Marriott International Inc with a value of $49.4B, Vanguard Index Fds S&P 500 ETF with a value of $20.4B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $19B, Vaneck Morningstar Wide Moat E with a value of $12.9B, and Ishares Msci Usa Small Cap Mul with a value of $12.1B.

Examining the 13F form we can see an decrease of $22.8B in the current position value, from $228B to 205B.

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 $205 Billion
ETFs: $112 Billion
Consumer Cyclical: $52 Billion
Industrials: $7.74 Billion
Technology: $4.07 Billion
Communication Services: $1.23 Billion
Financial Services: $966 Million
Healthcare: $924 Million
Real Estate: $487 Million
Other: $569 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.6B
$49.4 Billion 24.08% of portfolio
207,578
Q1 2025 Reduced 4.02%
$0
$20.4 Billion 9.94% of portfolio
39,698
Q1 2025 Added 7.8%
-
$19 Billion 9.26% of portfolio
-
Q1 2025 Reduced 11.79%
$0
$12.9 Billion 6.3% of portfolio
147,004
Q1 2025 Added 1.45%
$0
$12.1 Billion 5.87% of portfolio
193,941
Q1 2025 Reduced 4.46%
$0
$11.9 Billion 5.82% of portfolio
362,147
Q1 2025 Added 3.39%
$0
$9.4 Billion 4.58% of portfolio
20,055
Q1 2025 Added 0.43%
$0
$8.96 Billion 4.36% of portfolio
96,989
Q1 2025 Added 18.64%
$31B
$4.77 Billion 2.32% of portfolio
109,354
Q4 2024 New
$0
$4.46 Billion 2.17% of portfolio
160,478
Q1 2025 Reduced 5.98%
$0
$3.14 Billion 1.53% of portfolio
47,337
Q1 2025 Added 0.16%
$0
$3.08 Billion 1.5% of portfolio
116,213
Q1 2025 Reduced 9.59%
$0
$2.94 Billion 1.43% of portfolio
9,261
Q1 2025 Reduced 11.12%
$198B
$2.7 Billion 1.31% of portfolio
20,351
Q1 2025 Added 0.0%
$0
$2.68 Billion 1.3% of portfolio
52,796
Q1 2025 Added 21.96%
$0
$2.63 Billion 1.28% of portfolio
54,297
Q1 2025 Reduced 4.48%
$3.25T
$2.28 Billion 1.11% of portfolio
10,249
Q1 2025 Reduced 7.46%
$0
$2.29 Billion 1.11% of portfolio
38,018
Q1 2025 Reduced 0.05%
$0
$2.03 Billion 0.99% of portfolio
19,447
Q1 2025 Added 2.34%
$0
$1.33 Billion 0.65% of portfolio
2,370
Q1 2025 Reduced 11.24%
$0
$1.28 Billion 0.62% of portfolio
38,858
Q1 2025 Reduced 8.05%
$2.61B
$1.22 Billion 0.59% of portfolio
18,984
Q1 2025 Added 0.15%
$0
$1.16 Billion 0.56% of portfolio
2,068
Q1 2025 Added 0.34%
$2.05T
$980 Million 0.48% of portfolio
5,151
Q1 2025 Reduced 17.76%
$660B
$966 Million 0.47% of portfolio
1,814
Q1 2025 Added 7.21%
$0
$870 Million 0.42% of portfolio
19,931
Q1 2025 Reduced 1.88%
$0
$861 Million 0.42% of portfolio
13,999
Q1 2025 Reduced 0.65%
$0
$791 Million 0.39% of portfolio
13,748
Q1 2025 Reduced 22.86%
$1.43T
$782 Million 0.38% of portfolio
1,355
Q1 2025 Added 59.41%
$3.37T
$661 Million 0.32% of portfolio
1,759
Q1 2025 Added 9.87%
$0
$633 Million 0.31% of portfolio
25,071
Q1 2025 New
$0
$568 Million 0.28% of portfolio
2,822
Q1 2025 Reduced 6.96%
$0
$568 Million 0.28% of portfolio
1,048
Q1 2025 Added 96.62%
$0
$565 Million 0.28% of portfolio
13,040
Q4 2024 New
$0
$577 Million 0.28% of portfolio
8,129
Q1 2025 Reduced 3.42%
$35B
$556 Million 0.27% of portfolio
1,325
Q1 2025 Reduced 9.68%
$0
$540 Million 0.26% of portfolio
10,609
Q1 2025 Added 0.73%
$0
$540 Million 0.26% of portfolio
5,954
Q1 2025 Reduced 1.37%
$0
$520 Million 0.25% of portfolio
6,365
Q1 2025 Reduced 25.59%
$0
$504 Million 0.25% of portfolio
1,832
Q1 2025 Added 0.38%
$10.6B
$487 Million 0.24% of portfolio
34,279
Q1 2025 Added 6.79%
$0
$492 Million 0.24% of portfolio
10,007
Q1 2025 Reduced 13.47%
$0
$487 Million 0.24% of portfolio
17,128
Q1 2025 Reduced 11.69%
$106B
$470 Million 0.23% of portfolio
1,629
Q1 2025 Added 22.57%
$0
$444 Million 0.22% of portfolio
4,784
Q1 2025 Reduced 19.81%
$22.7B
$398 Million 0.19% of portfolio
55
Q4 2024 New
$454B
$366 Million 0.18% of portfolio
387
Q1 2025 Added 0.52%
$911M
$354 Million 0.17% of portfolio
19,930
Q1 2025 Reduced 77.84%
$96.7B
$349 Million 0.17% of portfolio
1,061
Q1 2025 Reduced 2.48%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $205 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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