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Family Office Research - Q2 2026 13F Filings

FA

Family Office Research LLC

CIK: 0002041267
Address: Maryland Bethesda 7910 Woodmont Ave Suite 1120
$266.59 M
Portfolio Value
85
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+15.81%
$266.59 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Family Office Research Q2 2026 Filing Summary

Family Office Research LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 266.59 M reflecting a +15.81% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 71.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Family Office Research’s Q2 2026 Filing

Family Office Research submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Family Office Research reported a managed portfolio value of 266.59 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Family Office Research bought or sold during Q2 2026, please visit Family Office Research's Portfolio Analysis page.