Stokes Family Office, LLC Portfolio Holdings

Stokes Family Office, LLC

  • $900 Million
  • Q2 2025

Stokes Family Office, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $900 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $81.6M, Apple Inc. with a value of $46.4M, Ishares Core Total Usd Bond Ma with a value of $30.8M, Ishares S&P 500 Growth ETF with a value of $29.7M, and Schwab Intermediate Term Us Tr with a value of $28.4M.

Examining the 13F form we can see an increase of $46.3M in the current position value, from $854M to 900M.

Below you can find more details about Stokes Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $900 Million
ETFs: $571 Million
Technology: $102 Million
Financial Services: $37.4 Million
Energy: $34.7 Million
Communication Services: $34.1 Million
Healthcare: $32.4 Million
Consumer Defensive: $31.8 Million
Consumer Cyclical: $27.1 Million
Other: $29.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$46.4 Million 5.15% of portfolio
226,155
Q2 2025 Reduced 1.2%
$3.95T
$27.7 Million 3.08% of portfolio
55,703
Q2 2025 Reduced 0.78%
$442B
$18.1 Million 2.01% of portfolio
167,664
Q2 2025 Reduced 0.28%
$1.24T
$16.6 Million 1.85% of portfolio
93,754
Q2 2025 Added 0.25%
$859B
$13.8 Million 1.54% of portfolio
47,703
Q2 2025 Reduced 1.69%
$621B
$12.3 Million 1.37% of portfolio
25,377
Q2 2025 Reduced 4.79%
$2.26T
$10.3 Million 1.15% of portfolio
47,158
Q2 2025 Added 24.03%
$302B
$9.43 Million 1.05% of portfolio
65,865
Q2 2025 Added 10.65%
$452B
$8.91 Million 0.99% of portfolio
58,352
Q2 2025 Added 1.3%
$684B
$7.77 Million 0.86% of portfolio
35,538
Q2 2025 Added 0.53%
$261B
$7.47 Million 0.83% of portfolio
41,035
Q2 2025 Added 28.38%
$405B
$6.98 Million 0.78% of portfolio
19,045
Q2 2025 Reduced 2.01%
$22.7B
$6.23 Million 0.69% of portfolio
27,936
Q2 2025 Added 0.27%
$456B
$5.79 Million 0.64% of portfolio
36,657
Q2 2025 Added 8.25%
$1.21T
$5.57 Million 0.62% of portfolio
31,605
Q2 2025 Added 2.37%
$351B
$4.66 Million 0.52% of portfolio
25,110
Q2 2025 Added 4.19%
$1.78T
$4.56 Million 0.51% of portfolio
6,176
Q2 2025 Added 0.16%
$127B
$4.47 Million 0.5% of portfolio
16,229
Q2 2025 Added 1.27%
$281B
$4.47 Million 0.5% of portfolio
45,734
Q2 2025 Added 0.39%
$3.52B
$4.54 Million 0.5% of portfolio
224,050
Q2 2025 Added 0.67%
$202B
$4.05 Million 0.45% of portfolio
30,649
Q2 2025 Added 1.84%
$368B
$3.89 Million 0.43% of portfolio
24,436
Q2 2025 Added 2.54%
$229B
$3.67 Million 0.41% of portfolio
27,006
Q2 2025 Added 3.97%
$293B
$3.59 Million 0.4% of portfolio
51,742
Q2 2025 Reduced 0.69%
$118B
$3.2 Million 0.36% of portfolio
54,623
Q2 2025 Added 2.68%
$608B
$3.28 Million 0.36% of portfolio
4,208
Q2 2025 Added 2.33%
$551B
$3.04 Million 0.34% of portfolio
8,561
Q2 2025 Added 0.96%
$145B
$2.89 Million 0.32% of portfolio
8,098
Q2 2025 Added 0.1%
$545B
$2.62 Million 0.29% of portfolio
1,956
Q2 2025 Added 1.82%
$112B
$2.64 Million 0.29% of portfolio
38,221
Q2 2025 Added 352.91%
$86.2B
$2.53 Million 0.28% of portfolio
8,674
Q2 2025 Added 0.27%
$439B
$2.33 Million 0.26% of portfolio
2,354
Q2 2025 Added 5.42%
$222B
$2.11 Million 0.23% of portfolio
7,226
Q2 2025 Reduced 0.26%
$94.4B
$2.09 Million 0.23% of portfolio
29,368
Q2 2025 Added 7.39%
$11.8B
$2.02 Million 0.22% of portfolio
95,477
Q2 2025 Reduced 1.57%
$17.6B
$1.88 Million 0.21% of portfolio
212,808
Q2 2025 Added 25.19%
$227B
$1.79 Million 0.2% of portfolio
5,605
Q2 2025 Added 5.67%
$108B
$1.7 Million 0.19% of portfolio
18,597
Q2 2025 Reduced 4.01%
$306B
$1.74 Million 0.19% of portfolio
24,553
Q2 2025 Added 0.16%
$99B
$1.73 Million 0.19% of portfolio
37,373
Q2 2025 Added 2.67%
$203B
$1.59 Million 0.18% of portfolio
54,841
Q2 2025 Added 1.12%
$173M
$1.58 Million 0.18% of portfolio
224,669
Q2 2025 Added 8.16%
$6.08B
$1.51 Million 0.17% of portfolio
9,628
Q2 2025 Reduced 39.89%
$1.3B
$1.47 Million 0.16% of portfolio
15,355
Q2 2025 Added 16.99%
$210B
$1.43 Million 0.16% of portfolio
4,848
Q2 2025 Added 0.37%
$84.1B
$1.46 Million 0.16% of portfolio
21,589
Q2 2025 Added 36.34%
$102B
$1.44 Million 0.16% of portfolio
15,661
Q2 2025 Reduced 1.22%
$53.7B
$1.31 Million 0.15% of portfolio
72,276
Q2 2025 Added 3.66%
$40.9B
$1.27 Million 0.14% of portfolio
16,758
Q2 2025 Added 7.58%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $900 Million
  • Prior Value $854 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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