Universe · entity

Stokes Family Office, LLC

Institutional manager (13F) · CIK 1802278
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $699M
#IssuerValueShares
1VANGUARD SPECIALIZED FUNDS$76M354,083
2APPLE INC$49M194,962
3ALPHABET INC$31M106,631
4ISHARES TR$27M574,741
5ISHARES TR$26M233,437
6ISHARES TR$26M121,242
7SCHWAB STRATEGIC TR$25M997,155
8BLACKROCK ETF TRUST$22M378,288
9ISHARES TR$20M142,304
10VANGUARD INDEX FDS$19M58,889
11MICROSOFT CORP$17M46,059
12JPMORGAN CHASE & CO$14M48,478
13JOHNSON & JOHNSON$14M56,297
14SPDR SERIES TRUST$13M602,665
15CHEVRON CORPORATION$13M62,319
16VANGUARD WHITEHALL FDS$13M86,816
17ISHARES INC$13M208,302
18ISHARES TR$12M49,474
19EA SERIES TRUST$12M171,033
20FIDELITY COVINGTON TRUST$12M310,721
21BLACKROCK ETF TRUST$11M344,971
22BERKSHIRE HATHAWAY INC DEL$11M23,146
23BLACKROCK ETF TRUST$11M336,584
24EA SERIES TRUST$11M210,680
25ISHARES TR$11M119,175
26ISHARES TR$11M469,700
27AMERICAN CENTY ETF TR$11M96,802
28ISHARES TR$11M270,110
29EA SERIES TRUST$10M90,178
30VANGUARD CHARLOTTE FDS$10M210,172
31AMAZON COM INC$10M47,486
32ALPHABET INC$9M31,316
33BLACKROCK ETF TRUST$9M248,512
34ISHARES TR$9M87,416
35EA SERIES TRUST$8M146,583
36GLOBAL X FDS$8M112,996
37VANGUARD INDEX FDS$8M13,083
38EXXON MOBIL CORP$8M44,264
39BLACKROCK ETF TRUST II$7M142,213
40PHILIP MORRIS INTL INC$7M42,425
41ENERGY SERVICES OF AMER CORP$6M462,149
42HOME DEPOT INC$6M17,909
43DIMENSIONAL ETF TRUST$6M246,494
44WALMART INC$6M45,469
45ABBVIE INC$6M25,776
46BLACKROCK INC$5M5,672
47BROADCOM INC$5M17,603
48ISHARES TR$5M45,786
49ORACLE CORP$5M35,827
50ELI LILLY & CO$5M5,610
All filings on EDGAR ↗

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