Universe · entity
Biltmore Family Office, LLC
Institutional manager (13F) · CIK 1731123
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $554M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $175M | 687,932 |
| 2 | ISHARES GOLD TR | $58M | 662,025 |
| 3 | INVESCO EXCHANGE TRADED FD T | $26M | 136,577 |
| 4 | STATE STR SPDR S&P 500 ETF T | $17M | 26,620 |
| 5 | VANGUARD INDEX FDS | $14M | 47,074 |
| 6 | EXCHANGE TRADED CONCEPTS TRU | $14M | 202,951 |
| 7 | MICROSOFT CORP | $13M | 34,258 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $11M | 23,147 |
| 9 | BARON ETF TR | $11M | 511,652 |
| 10 | SPROTT ASSET MANAGEMENT LP | $10M | 274,990 |
| 11 | FIRST TR EXCHANGE TRADED FD | $10M | 207,529 |
| 12 | ABBVIE INC | $8M | 37,284 |
| 13 | MERCK & CO INC | $7M | 60,441 |
| 14 | META PLATFORMS INC | $7M | 12,774 |
| 15 | VANGUARD WHITEHALL FDS | $7M | 48,446 |
| 16 | GOLDMAN SACHS GROUP INC | $7M | 8,471 |
| 17 | ALPHABET INC | $7M | 24,535 |
| 18 | BANK AMERICA CORP | $7M | 141,525 |
| 19 | VALUED ADVISERS TR | $7M | 264,127 |
| 20 | ALPHABET INC | $7M | 23,190 |
| 21 | GLOBAL X FDS | $6M | 241,243 |
| 22 | ISHARES TR | $6M | 72,823 |
| 23 | ISHARES TR | $6M | 55,847 |
| 24 | NVIDIA CORPORATION | $6M | 33,678 |
| 25 | VANGUARD INDEX FDS | $6M | 65,100 |
| 26 | VANGUARD INDEX FDS | $6M | 9,577 |
| 27 | JPMORGAN CHASE & CO | $5M | 18,341 |
| 28 | FTAI AVIATION LTD | $5M | 21,327 |
| 29 | JOHNSON & JOHNSON | $5M | 21,176 |
| 30 | ISHARES TR | $5M | 40,929 |
| 31 | VANGUARD INDEX FDS | $5M | 14,435 |
| 32 | ELI LILLY & CO | $5M | 4,906 |
| 33 | DELL TECHNOLOGIES INC | $4M | 27,366 |
| 34 | EXXON MOBIL CORP | $4M | 26,050 |
| 35 | CATERPILLAR INC | $4M | 5,986 |
| 36 | EQUIFAX INC | $4M | 23,482 |
| 37 | VISA INC | $4M | 13,852 |
| 38 | PEPSICO INC | $4M | 26,008 |
| 39 | AMAZON COM INC | $4M | 19,216 |
| 40 | PROCTER & GAMBLE CO | $4M | 26,095 |
| 41 | ABBOTT LABORATORIES | $4M | 36,095 |
| 42 | ISHARES TR | $4M | 5,657 |
| 43 | ISHARES SILVER TR | $4M | 52,000 |
| 44 | PNC FINL SVCS GROUP INC | $3M | 16,458 |
| 45 | ISHARES TR | $3M | 48,344 |
| 46 | BROADCOM INC | $3M | 10,221 |
| 47 | ISHARES TR | $3M | 7,116 |
| 48 | SOUTHERN CO | $3M | 30,797 |
| 49 | TJX COS INC NEW | $3M | 18,373 |
| 50 | ISHARES TR | $3M | 32,368 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.