Family Office Research LLC - Portfolio Stock Holdings

Family Office Research LLC disclosed 85 stock positions in a recent SEC 13F filing. $225,444,031 of stock holdings were filed, with the largest holdings including MAR, VOO, and SMLF. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.

We estimate the fund has a total AUM of $648,208,835 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.