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Scott M. Freund

Family Office Research Llc

Assets Managed
$230.193M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-5.9%(2Q avg: 0.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Office Research Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Family Office Research Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 230.193M in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of 0.55%. The portfolio is managed by Scott M. Freund, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MAR
Marriott International -cl A
Recent Activity
Decreased -5.21%
23.89%
$54.987M
168,121 shares@ $327.08 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.76%
10.15%
$23.356M
39,086 shares@ $597.56 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 1.16%
6.74%
$15.507M
205,416 shares@ $75.49 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -2.54%
5.66%
$13.006M
134,500 shares@ $96.71 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.53%
5.46%
$12.56M
323,216 shares@ $38.87 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.88%
5.43%
$12.494M
112,381 shares@ $111.18 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.43%
5.27%
$12.12M
20,999 shares@ $577.18 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -13.6%
5.02%
$11.548M
231,612 shares@ $49.86 avg price
DAL
Delta Air Lines Inc
Recent Activity
3.15%
$7.248M
109,018 shares@ $66.49 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -2.08%
2.32%
$5.321M
149,774 shares@ $35.53 avg price

1-10 of 75