Family Office Research LLC ETF holdings
Bethesda, MD
Reported $177.4M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$177.4M
ETFs held
58
Change from prior quarter
+15.8%
With price moves
ETFs as a share of its 13F
66.5%
of $266.6M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $27.4M | 39,949 | +863 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $18.3M | 205,028 | −388 shares |
| QQQ | Invesco QQQ Trust | $15.3M | 20,817 | −182 shares |
| AVUS | Avantis US Equity ETF | $14.3M | 111,428 | −953 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $14.2M | 321,210 | −2,006 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $13.9M | 133,838 | −662 shares |
| TBIL | F/m US Treasury 3 Month Bill Fund - ETF Class Shares | $13.9M | 278,261 | +46,649 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $5.8M | 155,564 | +5,790 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $4.5M | 111,245 | +3,230 shares |
| AVDE | Avantis International Equity ETF | $4.5M | 50,225 | +746 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002041267. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Family Office Research LLC own?
Family Office Research LLC reported 58 ETF positions worth $177.4M in its Form 13F for June 30, 2026. The largest was VOO, at $27.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.