Family Office Research LLC

All 13F Filings

Location
Bethesda, MD
Most recent 13F
Q4 2025
Holdings value ($000)
244,645
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/9/2026 77 244,645 13F-HR Family Office Research LLC
Q3 2025 11/4/2025 72 228,639 13F-HR Family Office Research LLC
Q2 2025 8/14/2025 67 211,458 13F-HR Family Office Research LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 188.6 K 77.1% 15.15 K 0 15.15 K
ETFs 56.04 K 22.9% 858 0 858
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Fund Snapshot

Q4 2025
Latest filed
2/9/2026
Total value ($000)
244,645
Holdings
77
QoQ value change ($000)
16,006 (7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.