Family Office Research LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists 85 separate holdings, managed by President Scott M. Freund.
The portfolio is heavily weighted toward exchange-traded funds, with the Vanguard S&P 500 ETF (ticker: VOO) representing the largest position at 27,915,906 shares. Other major holdings include the Vanguard Total Stock Market ETF (ticker: VTI) with 844,685 shares, and the Invesco QQQ Trust (ticker: QQQ) with 14,966,802 shares.
Among individual stocks, Marriott International Inc. (Class A) is the largest holding with 53,634,375 shares. Other notable individual positions include Insight Molecular Diagnostics Inc. with 2,334,342 shares, CoreWeave Inc. Class A with 753,936 shares, and Figure Technology Solutions Class A with 399,361 shares.
The filing also lists significant positions in various sector-specific ETFs, including the VanEck Morningstar Small Cap ETF (ticker: VBK) with 1,578,764 shares, the VanEck Morningstar Wide Moat ETF (ticker: MOAT) with 12,115,901 shares, and the iShares Ethereum Trust (ticker: ETHA) with 439,602 shares.
