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 Market Cap. of $300 Millions to $2 Billions
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