13F Filings History of Family Office Research LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$227,712,051
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 72 stock holdings with total value $227,712,051 as of Q3 2025. Top holdings included MAR, VOO, TBIL, SMLF, and MOAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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 -$12,123,508 -$5,794,816 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