# EDGAR Filing Document

**Accession Number:** 0002041267
**File Stem:** 0001172661-25-003381
**Filing Date:** 2025-8
**Character Count:** 10478
**Document Hash:** aadb2e54560eebf596c13a406fa066a9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003381.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001172661-25-003381

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Family Office Research LLC
- **CENTRAL INDEX KEY:** 0002041267

**ORGANIZATION NAME:**
- **EIN:** 383724504
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25057
- **FILM NUMBER:** 251216189

**BUSINESS ADDRESS:**
- **STREET 1:** 7910 WOODMONT AVE
- **STREET 2:** SUITE 1120
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814
- **BUSINESS PHONE:** 301.656.6852

**MAIL ADDRESS:**
- **STREET 1:** 7910 WOODMONT AVE
- **STREET 2:** SUITE 1120
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Family Office Research LLC<br>**Address:** 7910 Woodmont Ave<br>Suite 1120<br>Bethesda, MD 20814

**Form 13F File Number:** 028-25057

**CRD Number (if applicable):** 000144136

**SEC File Number (if applicable):** 801-80228

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott M. Freund<br>**Title:** President<br>**Phone:** 301-656-6852

**Signature, Place, and Date of Signing:**

/s/ Scott M. Freund  Bethesda, MD  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $211458459

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 312736 | 1762 | SH |  | SOLE |  | 1762 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 282774 | 1604 | SH |  | SOLE |  | 1604 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1097822 | 5003 | SH |  | SOLE |  | 5003 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 2760797 | 40280 | SH |  | SOLE |  | 40280 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 3590426 | 48512 | SH |  | SOLE |  | 48512 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 2674594 | 51863 | SH |  | SOLE |  | 51863 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 11401456 | 113087 | SH |  | SOLE |  | 113087 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1938948 | 9450 | SH |  | SOLE |  | 9450 | 0 | 0 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 210764 | 2998 | SH |  | SOLE |  | 2998 | 0 | 0 |
| CAREDX INC | COM | 14167L103 |  | 389432 | 19930 | SH |  | SOLE |  | 19930 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 383396 | 387 | SH |  | SOLE |  | 387 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 570500 | 13040 | SH |  | SOLE |  | 13040 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 305995 | 601 | SH |  | SOLE |  | 601 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 5378030 | 109354 | SH |  | SOLE |  | 109354 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 3243371 | 109278 | SH |  | SOLE |  | 109278 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 246419 | 8258 | SH |  | SOLE |  | 8258 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 229258 | 5412 | SH |  | SOLE |  | 5412 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 4784326 | 153886 | SH |  | SOLE |  | 153886 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 11758883 | 328093 | SH |  | SOLE |  | 328093 | 0 | 0 |
| GARTNER INC | COM | 366651107 |  | 535592 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 314395 | 5218 | SH |  | SOLE |  | 5218 | 0 | 0 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 398702 | 12211 | SH |  | SOLE |  | 12211 | 0 | 0 |
| GLOBAL X FDS | INTERNET OF THNG | 37954Y780 |  | 1236003 | 32733 | SH |  | SOLE |  | 32733 | 0 | 0 |
| HOST HOTELS  RESORTS INC | COM | 44107P104 |  | 526531 | 34279 | SH |  | SOLE |  | 34279 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11615466 | 21056 | SH |  | SOLE |  | 21056 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 336533 | 5498 | SH |  | SOLE |  | 5498 | 0 | 0 |
| ISHARES TR | EXPONENTIAL TECH | 46434V381 |  | 893937 | 13700 | SH |  | SOLE |  | 13700 | 0 | 0 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 13692768 | 201512 | SH |  | SOLE |  | 201512 | 0 | 0 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 716759 | 6380 | SH |  | SOLE |  | 6380 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 306302 | 1567 | SH |  | SOLE |  | 1567 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 319695 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 262320 | 772 | SH |  | SOLE |  | 772 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 3225036 | 9188 | SH |  | SOLE |  | 9188 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 308465 | 4973 | SH |  | SOLE |  | 4973 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 515708 | 4684 | SH |  | SOLE |  | 4684 | 0 | 0 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 424629 | 10356 | SH |  | SOLE |  | 10356 | 0 | 0 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 852688 | 13941 | SH |  | SOLE |  | 13941 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 563053 | 6298 | SH |  | SOLE |  | 6298 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1472402 | 2371 | SH |  | SOLE |  | 2371 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2213560 | 20254 | SH |  | SOLE |  | 20254 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 544381 | 10690 | SH |  | SOLE |  | 10690 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 498507 | 10132 | SH |  | SOLE |  | 10132 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 2254317 | 44420 | SH |  | SOLE |  | 44420 | 0 | 0 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 835901 | 32487 | SH |  | SOLE |  | 32487 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 50077632 | 183293 | SH |  | SOLE |  | 183293 | 0 | 0 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 |  | 1372740 | 18984 | SH |  | SOLE |  | 18984 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1000919 | 1356 | SH |  | SOLE |  | 1356 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 891667 | 1792 | SH |  | SOLE |  | 1792 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 340464 | 8357 | SH |  | SOLE |  | 8357 | 0 | 0 |
| NUVEEN CHURCHILL DIRECT LEND | COM SHS | 67090S108 |  | 261746 | 16167 | SH |  | SOLE |  | 16167 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 462422 | 2926 | SH |  | SOLE |  | 2926 | 0 | 0 |
| NVR INC | COM | 62944T105 |  | 406211 | 55 | SH |  | SOLE |  | 55 | 0 | 0 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 561739 | 7870 | SH |  | SOLE |  | 7870 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 271912 | 1707 | SH |  | SOLE |  | 1707 | 0 | 0 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 11796144 | 235946 | SH |  | SOLE |  | 235946 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2825872 | 19352 | SH |  | SOLE |  | 19352 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 496810 | 1629 | SH |  | SOLE |  | 1629 | 0 | 0 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 |  | 598007 | 13547 | SH |  | SOLE |  | 13547 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1278225 | 2068 | SH |  | SOLE |  | 2068 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 272434 | 857 | SH |  | SOLE |  | 857 | 0 | 0 |
| VANECK ETF TRUST | VIDEO GMNG ESPRT | 92189F114 |  | 355422 | 3244 | SH |  | SOLE |  | 3244 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 13597983 | 144983 | SH |  | SOLE |  | 144983 | 0 | 0 |
| VANECK ETF TRUST | MORNINGSTAR SMID | 92189H730 |  | 2704878 | 77726 | SH |  | SOLE |  | 77726 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 644126 | 2119 | SH |  | SOLE |  | 2119 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 22911231 | 40334 | SH |  | SOLE |  | 40334 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1271398 | 1916 | SH |  | SOLE |  | 1916 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 634900 | 2822 | SH |  | SOLE |  | 2822 | 0 | 0 |

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