Family Office Research LLC reported 24 positions worth $71.40M for the quarter ended Sep 30, 2026, down 18.4% on the prior quarter. It opened 3 new positions, added to 5, trimmed 13 and exited 7. Its largest holding is Marriott International Inc at 75.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IMDX Insight Molecular Diagnostics Inc. | +281.4K | +76.3% | $1.01M | 3.27% |
| BRK-B Berkshire Hathaway Inc | +1,895 | – | $943.76K | 1.32% |
| ETHA iShares Ethereum Trust ETF | +21.8K | – | $439.60K | 0.616% |
| SPCX Space Exploration Technologies Corp | +2,122 | +41.2% | $320.13K | 1.54% |
| IT Gartner Inc | +1,207 | – | $225.30K | 0.316% |
| FIGR Figure Technology Solutions, Inc. | +362 | +2.7% | $10.44K | 0.559% |
| META Meta Platforms, Inc. | +1 | +0.0% | $725.33 | 3.72% |
| CSX Csx Corp | +7 | +0.1% | $325.59 | 0.306% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DAL Delta Air Lines, Inc. | -109.0K | -100.0% | $10.21M | Exited |
| RTX RTX Corp | -19.3K | -100.0% | $3.66M | Exited |
| TSLA Tesla, Inc. | -1,595 | -44.6% | $565.99K | 0.984% |
| MAR Marriott International Inc | -1,195 | -0.8% | $425.03K | 75.11% |
| ORCL Oracle Corp | -1,895 | -100.0% | $277.77K | Exited |
| BTC Grayscale Bitcoin Mini Trust ETF | -10.3K | -100.0% | $265.99K | Exited |
| NVDA Nvidia Corp | -1,010 | -48.8% | $230.68K | 0.339% |
| AMAT Applied Materials Inc | -312 | -100.0% | $225.52K | Exited |
| HST Host Hotels & Resorts, Inc. | -8,779 | -100.0% | $208.16K | Exited |
| ED Consolidated Edison Inc | -1,849 | -100.0% | $204.50K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DAL Delta Air Lines, Inc. | -109.0K | $10.21M | 11.66% |
| RTX RTX Corp | -19.3K | $3.66M | 4.19% |
| ORCL Oracle Corp | -1,895 | $277.77K | 0.317% |
| BTC Grayscale Bitcoin Mini Trust ETF | -10.3K | $265.99K | 0.304% |
| AMAT Applied Materials Inc | -312 | $225.52K | 0.258% |
| HST Host Hotels & Resorts, Inc. | -8,779 | $208.16K | 0.238% |
| ED Consolidated Edison Inc | -1,849 | $204.50K | 0.234% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MAR Marriott International Inc | Consumer Discretionary | 150.8K | $53.63M | 75.11% | -1,195 | -0.8% | Reduced | 0.06% |
| 2 | AAPL Apple Inc. | Technology | 8,341 | $2.78M | 3.89% | -443 | -5.0% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 3,666 | $2.66M | 3.72% | +1 | +0.0% | Added | 0% |
| 4 | IMDX Insight Molecular Diagnostics Inc. | Healthcare | 650.2K | $2.33M | 3.27% | +281.4K | +76.3% | Added | 1.77% |
| 5 | SPCX Space Exploration Technologies Corp | Industrials | 7,276 | $1.10M | 1.54% | +2,122 | +41.2% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 3,918 | $976.21K | 1.37% | -703 | -15.2% | Reduced | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,895 | $943.76K | 1.32% | +1,895 | – | New | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,519 | $779.40K | 1.09% | -53 | -3.4% | Reduced | 0% |
| 9 | CRWV CoreWeave, Inc. | Technology | 8,654 | $753.94K | 1.06% | 0 | 0.0% | Unchanged | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 1,979 | $702.25K | 0.984% | -1,595 | -44.6% | Reduced | 0% |
| 11 | GLD Spdr Gold Trust | Financial Services | 1,647 | $627.56K | 0.879% | -1 | -0.1% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 1,628 | $554.89K | 0.777% | -167 | -9.3% | Reduced | 0% |
| 13 | ETHA iShares Ethereum Trust ETF | Others | 21.8K | $439.60K | 0.616% | +21.8K | – | New | 0.01% |
| 14 | FIGR Figure Technology Solutions, Inc. | Financial Services | 13.8K | $399.36K | 0.559% | +362 | +2.7% | Added | 0.01% |
| 15 | GOOGL Alphabet Inc. | Technology | 1,155 | $397.56K | 0.557% | -138 | -10.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Family Office Research.
As of its Q3 2026 13F filing, Family Office Research LLC’s five largest positions were Marriott International Inc (MAR) at 75.1%, Apple Inc. (AAPL) at 3.9%, Meta Platforms, Inc. (META) at 3.7%, Insight Molecular Diagnostics Inc. (IMDX) at 3.3%, Space Exploration Technologies Corp (SPCX) at 1.5% of the reported portfolio.
Family Office Research LLC reported a 13F portfolio worth $71.40M across 24 positions for Q3 2026. That is down 18.4% from the previous quarter.
Its largest purchases by value were Insight Molecular Diagnostics Inc. ($1.01M), Berkshire Hathaway Inc ($943.76K), iShares Ethereum Trust ETF ($439.60K). It opened 3 new positions.
Its largest sales by value were Delta Air Lines, Inc. ($10.21M), RTX Corp ($3.66M), Tesla, Inc. ($565.99K). It exited 7 positions entirely.
From the Form 13F-HR reports Family Office Research LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.