Family Office Research LLC - Portfolio overview

Family Office Research LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. MAR - MARRIOTT INTL INC NEW, 23.08%
2. VOO - VANGUARD INDEX FDS, 9.80%
3. SMLF - ISHARES TR, 6.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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