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FOR
Family Office Research Portfolio holdings
AUM
$267M
1-Year Est. Return
27.99%
This Fund
S&P 500
This Quarter
Est. Return
+10.86%
1 Year Est. Return
+27.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$211M
AUM Growth
+$6.15M
(+3%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-6.7%
Top 10 Holdings %
Top 10 Hldgs %
74.25%
Holding
72
New
2
Increased
23
Reduced
26
Closed
5
Avg Time Held
1.9
quarters
Top 10 Avg Time Held
2
quarters
Top 20 Avg Time Held
2
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Equity ETF
AVUS
|
+$1.51M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$505K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$498K |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$479K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$334K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$7.21M |
| 2 |
Marriott International
MAR
|
+$6.09M |
| 3 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$1.14M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$966K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$423K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 67.37% |
| 2 | Consumer Discretionary | 25.17% |
| 3 | Industrials | 4.02% |
| 4 | Technology | 1.94% |
| 5 | Communication Services | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
VanEck Video Gaming and eSports ETF
ESPO
$249M
| $355K | 0.17% |
3,244
-17
| -0.5% | -$1.66K |
2024 Q4
2 quarters
|
|
52
Nuveen ESG Small-Cap ETF
NUSC
$1.24B
| $340K | 0.16% |
8,357
| – | – |
2024 Q4
2 quarters
|
|
53
iShares Bitcoin Trust
IBIT
$65.4B
| $337K | 0.16% |
5,498
+122
| +2% | +$6.84K |
2025 Q1
1 quarter
|
|
54
iShares Russell 1000 Growth ETF
IWF
$130B
| $320K | 0.15% |
3,008
| – | – |
2024 Q4
2 quarters
|
|
55
Global X Defense Tech ETF
SHLD
$6.36B
| $314K | 0.15% |
5,218
| – | – |
2025 Q1
1 quarter
|
|
56
Alphabet (Google) Class C
GOOG
$4.22T
| $313K | 0.15% |
1,762
+461
| +35% | +$76.2K |
2024 Q4
2 quarters
|
|
57
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $308K | 0.15% |
4,973
-470
| -9% | -$27.6K |
2024 Q4
2 quarters
|
|
58
iShares S&P 500 Value ETF
IVE
$49.1B
| $306K | 0.14% |
1,567
-29
| -2% | -$5.4K |
2024 Q4
2 quarters
|
|
59
Deere & Co
DE
$176B
| $306K | 0.14% |
601
+5
| +0.8% | +$2.45K |
2024 Q4
2 quarters
|
|
|
60
Alphabet (Google) Class A
GOOGL
$4.26T
| $283K | 0.13% |
1,604
+5
| +0.3% | +$818 |
2024 Q4
2 quarters
|
|
61
Tesla
TSLA
$1.48T
| $272K | 0.13% |
+857
| New | +$258K |
2025 Q2
0 quarters
|
|
62
Qualcomm
QCOM
$188B
| $272K | 0.13% |
1,707
-7
| -0.4% | -$1.03K |
2024 Q4
2 quarters
|
|
63
iShares Russell 1000 ETF
IWB
$49.2B
| $262K | 0.12% |
772
+1
| +0.1% | +$314 |
2024 Q4
2 quarters
|
|
64
Nuveen Churchill Direct Lending
NCDL
$538M
| $262K | 0.12% |
16,167
+208
| +1% | +$3.29K |
2024 Q4
2 quarters
|
|
65
Dimensional International Small Cap ETF
DFIS
$5.7B
| $246K | 0.12% |
8,258
| – | – |
2024 Q4
2 quarters
|
|
66
Dimensional US Core Equity Market ETF
DFAU
$13B
| $229K | 0.11% |
5,412
-49
| -0.9% | -$1.92K |
2024 Q4
2 quarters
|
|
67
ARK Innovation ETF
ARKK
$7.79B
| $211K | 0.1% |
+2,998
| New | +$165K |
2025 Q2
0 quarters
|
|
|
68
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-1,814
| Closed | -$966K | – |
|
69
Cigna
CI
$74.3B
| – | – |
-1,061
| Closed | -$349K | – |
|
70
Consolidated Edison
ED
$39.2B
| – | – |
-1,830
| Closed | -$202K | – |
|
71
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
| – | – |
-3,721
| Closed | -$237K | – |
|
72
UnitedHealth
UNH
$333B
| – | – |
-422
| Closed | -$221K | – |
|
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Family Office Research's Q2 2025 Portfolio in Review
As of Q2 2025, Family Office Research held 72 positions worth $211M, up 3% from $205M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Family Office Research withdrew a net $14.2M in Q2 2025, closing 5 positions and reducing 26 holdings. Its most notable exit was Berkshire Hathaway Class B, an estimated $966K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, up from 67% a quarter earlier, followed by Consumer Discretionary and Industrials.
Against the trend, Family Office Research opened a new position in Tesla worth $272K.
- Family Office Research's largest Q2 2025 buy was Tesla: 857 shares worth $272K.
- Family Office Research added most to Avantis US Equity ETF in Q2 2025, an estimated $1.51M increase.
- Family Office Research's biggest Q2 2025 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $7.21M.
- Family Office Research fully exited Berkshire Hathaway Class B in Q2 2025, selling an estimated $966K.
- Family Office Research's ten largest holdings make up 74% of its $211M portfolio in Q2 2025.
- Family Office Research opened 2 new positions and closed 5 in Q2 2025.
- Family Office Research's portfolio value rose 3% quarter-over-quarter to $211M.
Based on Family Office Research's 13F filing for Q2 2025, filed 14 Aug 2025.