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Family Office Research LLC
hedge fundUpdated 5 days agoManaged by Family Office Research Llc • Latest filing Q3 2026
Portfolio value
$260M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $228.6M |
| Q4 2025 | $244.6M |
| Q1 2026 | $230.2M |
| Q2 2026 | $266.6M |
| Q3 2026 | $260M |
Top holdings
85 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $53.6M | 150.8K | 20.63% | Trimmed(-0.8%) | |
| 2 | $27.9M | 39.8K | 10.74% | Trimmed(-0.3%) | |
| 3 | $17.2M | 206.0K | 6.62% | Added(+0.5%) | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $15.6M | 122.1K | 6.01% | Added(+9.6%) |
| 5 | $15.1M | 303.7K | 5.82% | Added(+9.1%) | |
| 6 | $15M | 20.2K | 5.76% | Trimmed(-2.8%) | |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $13.9M | 312.3K | 5.34% | Trimmed(-2.8%) |
| 8 | $12.1M | 114.6K | 4.66% | Trimmed(-14.4%) | |
| 9 | ? N/A INNOVATOR ETFS TRUST | $6M | 171.0K | 2.31% | Added(+67.7%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 155.5K | 2.25% | Trimmed(-0.1%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $4.4M | 111.2K | 1.70% | Trimmed(-0.0%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $4.4M | 48.5K | 1.68% | Trimmed(-3.5%) |
| 13 | $4M | 78.4K | 1.52% | Added(+36.8%) | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $3.9M | 41.6K | 1.50% | Added(+0.2%) |
| 15 | $3.8M | 8.9K | 1.48% | Added(+0.2%) | |
| 16 | $2.9M | 21.4K | 1.12% | Trimmed(-1.1%) | |
| 17 | $2.8M | 8.3K | 1.07% | Trimmed(-5.0%) | |
| 18 | $2.7M | 3.7K | 1.02% | Added(+0.0%) | |
| 19 | ? N/A AMERICAN CENTY ETF TR | $2.6M | 38.2K | 1.02% | Trimmed(-9.3%) |
| 20 | $2.3M | 81.6K | 0.90% | Added(+885.8%) |