Biltmore Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $565 Million distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $170M, Ishares Gold Trust with a value of $42.4M, Avid Xchange Holdings, Inc. with a value of $25.3M, Spdr S&P 500 ETF Trust with a value of $13.7M, and Vanguard Large Cap ETF with a value of $13.4M.
Examining the 13F form we can see an decrease of $6.91M in the current position value, from $572M to 565M.
Below you can find more details about Biltmore Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$565 Million
Technology: $228 Million
ETFs: $186 Million
Financial Services: $45.9 Million
Healthcare: $28.1 Million
Industrials: $23.6 Million
Consumer Defensive: $15.2 Million
Consumer Cyclical: $13.6 Million
Communication Services: $11.5 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more