13F Filings History of Family Office Research LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$243,891,192
Signature - Title
Scott M. Freund - President
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Family Office Research LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Office Research LLC reported 77 stock holdings with total value $243,891,192 as of Q4 2025. Top holdings included MAR, VOO, SMLF, MOAT, and TBIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $243,891,192 +$10,021,193 -$9,322,941 +$698,252 MAR, VOO, SMLF, MOAT, TBIL 13F-HR 09 Feb 2026, 15:37
Q3 2025 72 $227,712,051 +$11,576,067 -$4,803,031 +$6,773,036 MAR, VOO, TBIL, SMLF, MOAT 13F-HR 04 Nov 2025, 14:18
Q2 2025 67 $211,458,459 +$4,901,441 -$19,409,673 -$14,508,232 MAR, VOO, SMLF, MOAT, TBIL 13F-HR 14 Aug 2025, 12:05
Q1 2025 70 $205,306,082 +$6,328,692 -$12,123,511 -$5,794,819 MAR, VOO, TBIL, MOAT, SMLF 13F-HR 15 May 2025, 16:44
Q4 2024 75 $228,130,817 $0 $0 $0 MAR, TBIL, VOO, SMLF, MOAT 13F-HR 13 Feb 2025, 14:20