Biltmore Wealth Management, LLC Portfolio Holdings

Biltmore Wealth Management, LLC

  • $246 Million
  • Q2 2025

Biltmore Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $246 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 $33.1M, Technology Sector Spdr with a value of $30.6M, Select Sector Spdr Consumer Di with a value of $22.2M, Select Sector Spdr Fund Health with a value of $22.1M, and Pimco ETF Tr Sht Term Mun Bd A with a value of $21.6M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $234M to 246M.

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

Portfolio value $246 Million
ETFs: $219 Million
Technology: $6.17 Million
Industrials: $4.09 Million
Consumer Cyclical: $3.2 Million
Healthcare: $3.17 Million
Communication Services: $2.5 Million
Consumer Defensive: $1.98 Million
Basic Materials: $1.26 Million
Other: $3.71 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $246 Million
  • Prior Value $234 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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