Family Office Research LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 260,027
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 85 | 260,027 | 13F-HR | Family Office Research LLC |
| Q2 2026 | 7/27/2026 | 85 | 266,594 | 13F-HR | Family Office Research LLC |
| Q1 2026 | 5/13/2026 | 75 | 230,193 | 13F-HR | Family Office Research LLC |
| 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 | 98.02 K | 37.7% | 0 | 12.28 K | -12.28 K |
| ETFs | 162 K | 62.3% | 5.715 K | 0 | 5.715 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
260,027
Holdings
85
QoQ value change ($000)
-6,567
(-2.5%)
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.