Family Office Research LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$230.2M
Holdings
75
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MAR
MARRIOTT INTL INC NEW
Q1 2026: Exited (was 177.4k shares)
23.9%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 39.8k shares)
10.1%
03
$SMLF
ISHARES TR
Q1 2026: Exited (was 203.1k shares)
6.7%
04
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 138.0k shares)
5.7%
05
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 325.0k shares)
5.5%
06
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 111.4k shares)
5.4%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 21.3k shares)
5.3%
08
$TBIL
RBB FD INC
Q1 2026: Exited (was 268.1k shares)
5.0%
09
$DAL
DELTA AIR LINES INC
Q1 2026: Sold 95.6% (109.0k → 4.8k shares)
3.1%
10
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 153.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.