Long-term investor
Family Office Research LLC @familyofficeresearchllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041267).
Record
- Tracked since 2025-12-31 (257 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MAR · 21.1% · long · since 2025-12-31
- VOO · 10.3% · long · since 2025-12-31
- SMLF · 6.9% · long · since 2025-12-31
- 46090E103 · 5.8% · long · since 2025-12-31
- AVUS · 5.4% · long · since 2025-12-31
- DFAC · 5.3% · long · since 2025-12-31
- MOAT · 5.2% · long · since 2025-12-31
- TBIL · 5.2% · long · since 2025-12-31
- DAL · 3.8% · long · since 2025-12-31
- DFIC · 2.2% · long · since 2025-12-31
- DFEM · 1.7% · long · since 2025-12-31
- AVDE · 1.7% · long · since 2025-12-31