Universe · entity
Stokes Family Office, LLC
Institutional manager (13F) · CIK 1802278
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $699M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | $76M | 354,083 |
| 2 | APPLE INC | $49M | 194,962 |
| 3 | ALPHABET INC | $31M | 106,631 |
| 4 | ISHARES TR | $27M | 574,741 |
| 5 | ISHARES TR | $26M | 233,437 |
| 6 | ISHARES TR | $26M | 121,242 |
| 7 | SCHWAB STRATEGIC TR | $25M | 997,155 |
| 8 | BLACKROCK ETF TRUST | $22M | 378,288 |
| 9 | ISHARES TR | $20M | 142,304 |
| 10 | VANGUARD INDEX FDS | $19M | 58,889 |
| 11 | MICROSOFT CORP | $17M | 46,059 |
| 12 | JPMORGAN CHASE & CO | $14M | 48,478 |
| 13 | JOHNSON & JOHNSON | $14M | 56,297 |
| 14 | SPDR SERIES TRUST | $13M | 602,665 |
| 15 | CHEVRON CORPORATION | $13M | 62,319 |
| 16 | VANGUARD WHITEHALL FDS | $13M | 86,816 |
| 17 | ISHARES INC | $13M | 208,302 |
| 18 | ISHARES TR | $12M | 49,474 |
| 19 | EA SERIES TRUST | $12M | 171,033 |
| 20 | FIDELITY COVINGTON TRUST | $12M | 310,721 |
| 21 | BLACKROCK ETF TRUST | $11M | 344,971 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $11M | 23,146 |
| 23 | BLACKROCK ETF TRUST | $11M | 336,584 |
| 24 | EA SERIES TRUST | $11M | 210,680 |
| 25 | ISHARES TR | $11M | 119,175 |
| 26 | ISHARES TR | $11M | 469,700 |
| 27 | AMERICAN CENTY ETF TR | $11M | 96,802 |
| 28 | ISHARES TR | $11M | 270,110 |
| 29 | EA SERIES TRUST | $10M | 90,178 |
| 30 | VANGUARD CHARLOTTE FDS | $10M | 210,172 |
| 31 | AMAZON COM INC | $10M | 47,486 |
| 32 | ALPHABET INC | $9M | 31,316 |
| 33 | BLACKROCK ETF TRUST | $9M | 248,512 |
| 34 | ISHARES TR | $9M | 87,416 |
| 35 | EA SERIES TRUST | $8M | 146,583 |
| 36 | GLOBAL X FDS | $8M | 112,996 |
| 37 | VANGUARD INDEX FDS | $8M | 13,083 |
| 38 | EXXON MOBIL CORP | $8M | 44,264 |
| 39 | BLACKROCK ETF TRUST II | $7M | 142,213 |
| 40 | PHILIP MORRIS INTL INC | $7M | 42,425 |
| 41 | ENERGY SERVICES OF AMER CORP | $6M | 462,149 |
| 42 | HOME DEPOT INC | $6M | 17,909 |
| 43 | DIMENSIONAL ETF TRUST | $6M | 246,494 |
| 44 | WALMART INC | $6M | 45,469 |
| 45 | ABBVIE INC | $6M | 25,776 |
| 46 | BLACKROCK INC | $5M | 5,672 |
| 47 | BROADCOM INC | $5M | 17,603 |
| 48 | ISHARES TR | $5M | 45,786 |
| 49 | ORACLE CORP | $5M | 35,827 |
| 50 | ELI LILLY & CO | $5M | 5,610 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.