Family Office Research LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 230,193
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 96.01 K | 41.7% | 0 | 92.6 K | -92.6 K |
| ETFs | 134.2 K | 58.3% | 78.15 K | 0 | 78.15 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
230,193
Holdings
75
QoQ value change ($000)
-14,452
(-5.9%)
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.