Biltmore Family Office, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $155M, Ishares Gold Trust with a value of $43.8M, Avid Xchange Holdings, Inc. with a value of $29.2M, Invesco S&P 500 Equal Weight E with a value of $16.9M, and Microsoft Corp with a value of $16M.
Examining the 13F form we can see an increase of $4.32M in the current position value, from $565M to 569M.
Below you can find more details about Biltmore Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
Technology: $226 Million
ETFs: $202 Million
Financial Services: $44.9 Million
Healthcare: $24.1 Million
Industrials: $22.8 Million
Consumer Defensive: $14.4 Million
Communication Services: $13.5 Million
Consumer Cyclical: $9.88 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
