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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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