Universe · entity

Biltmore Family Office, LLC

Institutional manager (13F) · CIK 1731123
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $554M
#IssuerValueShares
1APPLE INC$175M687,932
2ISHARES GOLD TR$58M662,025
3INVESCO EXCHANGE TRADED FD T$26M136,577
4STATE STR SPDR S&P 500 ETF T$17M26,620
5VANGUARD INDEX FDS$14M47,074
6EXCHANGE TRADED CONCEPTS TRU$14M202,951
7MICROSOFT CORP$13M34,258
8BERKSHIRE HATHAWAY INC DEL$11M23,147
9BARON ETF TR$11M511,652
10SPROTT ASSET MANAGEMENT LP$10M274,990
11FIRST TR EXCHANGE TRADED FD$10M207,529
12ABBVIE INC$8M37,284
13MERCK & CO INC$7M60,441
14META PLATFORMS INC$7M12,774
15VANGUARD WHITEHALL FDS$7M48,446
16GOLDMAN SACHS GROUP INC$7M8,471
17ALPHABET INC$7M24,535
18BANK AMERICA CORP$7M141,525
19VALUED ADVISERS TR$7M264,127
20ALPHABET INC$7M23,190
21GLOBAL X FDS$6M241,243
22ISHARES TR$6M72,823
23ISHARES TR$6M55,847
24NVIDIA CORPORATION$6M33,678
25VANGUARD INDEX FDS$6M65,100
26VANGUARD INDEX FDS$6M9,577
27JPMORGAN CHASE & CO$5M18,341
28FTAI AVIATION LTD$5M21,327
29JOHNSON & JOHNSON$5M21,176
30ISHARES TR$5M40,929
31VANGUARD INDEX FDS$5M14,435
32ELI LILLY & CO$5M4,906
33DELL TECHNOLOGIES INC$4M27,366
34EXXON MOBIL CORP$4M26,050
35CATERPILLAR INC$4M5,986
36EQUIFAX INC$4M23,482
37VISA INC$4M13,852
38PEPSICO INC$4M26,008
39AMAZON COM INC$4M19,216
40PROCTER & GAMBLE CO$4M26,095
41ABBOTT LABORATORIES$4M36,095
42ISHARES TR$4M5,657
43ISHARES SILVER TR$4M52,000
44PNC FINL SVCS GROUP INC$3M16,458
45ISHARES TR$3M48,344
46BROADCOM INC$3M10,221
47ISHARES TR$3M7,116
48SOUTHERN CO$3M30,797
49TJX COS INC NEW$3M18,373
50ISHARES TR$3M32,368
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.