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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$4.47 Million 0.5% of portfolio
16,229
Q2 2025 Added 1.27%
$0
$4.53 Million 0.5% of portfolio
23,236
Q2 2025 Added 11.63%
$278B
$4.47 Million 0.5% of portfolio
45,734
Q2 2025 Added 0.39%
$3.09B
$4.54 Million 0.5% of portfolio
224,050
Q2 2025 Added 0.67%
$0
$4.24 Million 0.47% of portfolio
86,418
Q2 2025 Reduced 5.73%
$195B
$4.05 Million 0.45% of portfolio
30,649
Q2 2025 Added 1.84%
$377B
$3.89 Million 0.43% of portfolio
24,436
Q2 2025 Added 2.54%
$232B
$3.67 Million 0.41% of portfolio
27,006
Q2 2025 Added 3.97%
$0
$3.71 Million 0.41% of portfolio
55,207
Q2 2025 Added 9.96%
$0
$3.71 Million 0.41% of portfolio
22,578
Q2 2025 Added 13.87%
$275B
$3.59 Million 0.4% of portfolio
51,742
Q2 2025 Reduced 0.69%
$0
$3.36 Million 0.37% of portfolio
22,308
Q2 2025 Added 5.6%
$118B
$3.2 Million 0.36% of portfolio
54,623
Q2 2025 Added 2.68%
$702B
$3.28 Million 0.36% of portfolio
4,208
Q2 2025 Added 2.33%
$0
$3.17 Million 0.35% of portfolio
34,273
Q2 2025 Added 4.2%
$0
$3.16 Million 0.35% of portfolio
93,112
Q2 2025 Reduced 3.07%
$139B
$2.89 Million 0.32% of portfolio
8,098
Q2 2025 Added 0.1%
$0
$2.86 Million 0.32% of portfolio
4,621
Q2 2025 Added 0.24%
$0
$2.67 Million 0.3% of portfolio
41,682
Q2 2025 Reduced 85.49%
$554B
$2.62 Million 0.29% of portfolio
1,956
Q2 2025 Added 1.82%
$123B
$2.64 Million 0.29% of portfolio
38,221
Q2 2025 Added 352.91%
$0
$2.51 Million 0.28% of portfolio
31,361
Q2 2025 Added 22.21%
$88.6B
$2.53 Million 0.28% of portfolio
8,674
Q2 2025 Added 0.27%
$0
$2.43 Million 0.27% of portfolio
43,372
Q2 2025 Reduced 3.47%
$0
$2.47 Million 0.27% of portfolio
19,978
Q2 2025 Reduced 0.33%
$430B
$2.33 Million 0.26% of portfolio
2,354
Q2 2025 Added 5.42%
$0
$2.21 Million 0.25% of portfolio
83,435
Q2 2025 Added 1.54%
$0
$2.22 Million 0.25% of portfolio
44,905
Q2 2025 Added 2.98%
$0
$2.19 Million 0.24% of portfolio
20,995
Q2 2025 Added 3.72%
$230B
$2.11 Million 0.23% of portfolio
7,226
Q2 2025 Reduced 0.26%
$93.4B
$2.09 Million 0.23% of portfolio
29,368
Q2 2025 Added 7.39%
$0
$1.98 Million 0.22% of portfolio
36,955
Q2 2025 Added 30.42%
$12B
$2.02 Million 0.22% of portfolio
95,477
Q2 2025 Reduced 1.57%
$18.8B
$1.88 Million 0.21% of portfolio
212,808
Q2 2025 Added 25.19%
$0
$1.88 Million 0.21% of portfolio
66,966
Q4 2024 Added 218.29%
$243B
$1.79 Million 0.2% of portfolio
5,605
Q2 2025 Added 5.67%
$0
$1.8 Million 0.2% of portfolio
4,087
Q3 2024 Reduced 0.46%
$98B
$1.7 Million 0.19% of portfolio
18,597
Q2 2025 Reduced 4.01%
$0
$1.68 Million 0.19% of portfolio
73,083
Q2 2025 Added 9.02%
$292B
$1.74 Million 0.19% of portfolio
24,553
Q2 2025 Added 0.16%
$99.3B
$1.73 Million 0.19% of portfolio
37,373
Q2 2025 Added 2.67%
$206B
$1.59 Million 0.18% of portfolio
54,841
Q2 2025 Added 1.12%
$193M
$1.58 Million 0.18% of portfolio
224,669
Q2 2025 Added 8.16%
$6.12B
$1.51 Million 0.17% of portfolio
9,628
Q2 2025 Reduced 39.89%
$0
$1.53 Million 0.17% of portfolio
17,224
Q2 2025 Added 0.03%
$1.27B
$1.47 Million 0.16% of portfolio
15,355
Q2 2025 Added 16.99%
$230B
$1.43 Million 0.16% of portfolio
4,848
Q2 2025 Added 0.37%
$84.9B
$1.46 Million 0.16% of portfolio
21,589
Q2 2025 Added 36.34%
$98.9B
$1.44 Million 0.16% of portfolio
15,661
Q2 2025 Reduced 1.22%

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
Track This Portfolio

Track Stokes Family Office, LLC Portfolio

Follow Stokes Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email