Family Office Research LLC: 13F holdings
CIK 20412672026Q2
| Positions | 85 |
|---|---|
| Reported value | $266.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MAR MARRIOTT INTL INC NEW | 151,993 | $56.3m | 21.1% |
| VOO VANGUARD INDEX FDS | 39,949 | $27.4m | 10.3% |
| SMLF ISHARES TR | 205,028 | $18.3m | 6.9% |
| QQQ INVESCO QQQ TR | 20,817 | $15.3m | 5.8% |
| AVUS AMERICAN CENTY ETF TR | 111,428 | $14.3m | 5.4% |
| DIMENSIONAL ETF TRUST | 321,210 | $14.2m | 5.3% |
| MOAT VANECK ETF TRUST | 133,838 | $13.9m | 5.2% |
| RBB FD INC | 278,261 | $13.9m | 5.2% |
| DAL DELTA AIR LINES INC | 109,018 | $10.2m | 3.8% |
| DFIC DIMENSIONAL ETF TRUST | 155,564 | $5.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041267")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.