Biltmore Wealth Management, LLC Portfolio Holdings

Biltmore Wealth Management, LLC

  • $261 Million
  • Q3 2025

Biltmore Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $261 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Industrial Sector Spdr with a value of $35.1M, Technology Sector Spdr with a value of $31.6M, Select Sector Spdr Consumer Di with a value of $24.6M, Select Sector Spdr Fund Health with a value of $24.5M, and Pimco ETF Tr Sht Term Mun Bd A with a value of $20.1M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $246M to 261M.

Below you can find more details about Biltmore Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $233 Million
Technology: $6.69 Million
Industrials: $4.17 Million
Healthcare: $3.58 Million
Consumer Cyclical: $3.03 Million
Communication Services: $2.53 Million
Consumer Defensive: $2 Million
Energy: $1.62 Million
Other: $4.19 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $261 Million
  • Prior Value $246 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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