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Biltmore Family Office

Latest statistics and disclosures from Biltmore Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IAU, RSP, SPY, MSFT, and represent 40.93% of Biltmore Family Office's stock portfolio.
Added to shares of these 10 stocks: BCFN (+$14M), RSP, VTI, ROBT, VNQ, VOO, BUG, BRK.B, XLK, LLY.
Started 51 new stock positions in GOVT, TGT, IGIB, AHR, TEL, RSG, IJS, EWH, ACWX, MDLZ.
Reduced shares in these 10 stocks: AVDX (-$30M), AAPL (-$16M), IAU, K, GS, IBM, CSCO, HD, FI, VV.
Sold out of its positions in APD, AENTW, AVDX, FI, HYDR, K, SPMD, ARQQ.
Biltmore Family Office was a net seller of stock by $-4.4M.
Biltmore Family Office has $724M in assets under management (AUM), dropping by 3.07%.
Central Index Key (CIK): 0001731123

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Portfolio Holdings for Biltmore Family Office

Biltmore Family Office holds 331 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	25.9	$188M	-7%	690k	271.86	View chart
Ishares Gold Tr Ishares New (IAU)	7.4	$54M	-7%	663k	81.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$22M	+19%	114k	191.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$17M	+2%	25k	683.85	View chart
Microsoft Corporation (MSFT)	2.2	$16M	+4%	33k	483.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.2	$16M		50k	314.80	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	1.9	$14M		202k	69.31	View chart
Baron Etf Tr Financials Etf (BCFN)	1.9	$14M	NEW	550k	24.90	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.3	$9.6M		291k	33.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$9.2M	+11%	18k	502.64	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	1.2	$9.0M	+19%	173k	51.87	View chart
Abbvie (ABBV)	1.1	$8.2M	+2%	36k	228.49	View chart
Goldman Sachs (GS)	1.1	$8.0M	-6%	9.1k	878.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$7.8M	+4%	25k	313.00	View chart
Ftai Aviation SHS (FTAI)	1.1	$7.8M		40k	196.85	View chart
Bank of America Corporation (BAC)	1.1	$7.7M		140k	55.00	View chart
Meta Platforms Cl A (META)	1.1	$7.6M		12k	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$7.4M	+6%	24k	313.79	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	1.0	$7.2M	+3%	283k	25.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$6.6M		46k	143.52	View chart
Merck & Co (MRK)	0.9	$6.3M		59k	106.11	View chart
NVIDIA Corporation (NVDA)	0.9	$6.2M	+12%	33k	186.50	View chart
Global X Fds Cybrscurty Etf (BUG)	0.8	$6.1M	+19%	201k	30.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$6.1M	+35%	18k	335.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.9M	+21%	9.5k	627.12	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$5.9M	+13%	55k	107.11	View chart
Aon Shs Cl A (AON)	0.8	$5.8M		17k	352.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$5.7M		68k	82.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$5.6M	+28%	63k	88.49	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.5M	+11%	17k	322.22	View chart
Visa Com Cl A (V)	0.7	$5.1M	+6%	15k	350.70	View chart
Equifax (EFX)	0.7	$5.1M		23k	216.98	View chart
Johnson & Johnson (JNJ)	0.6	$4.4M	+6%	21k	206.95	View chart
Abbott Laboratories (ABT)	0.6	$4.3M	+7%	35k	125.29	View chart
Amazon (AMZN)	0.6	$4.3M	+14%	18k	230.82	View chart
Eli Lilly & Co. (LLY)	0.6	$4.2M	+20%	3.9k	1074.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.8M	+8%	5.5k	684.94	View chart
Automatic Data Processing (ADP)	0.5	$3.8M	-5%	15k	258.91	View chart
Pepsi (PEP)	0.5	$3.8M	+2%	26k	144.93	View chart
Procter & Gamble Company (PG)	0.5	$3.7M	+2%	26k	143.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.7M	+6%	7.8k	473.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.7M		31k	120.18	View chart
Dell Technologies CL C (DELL)	0.5	$3.5M	+3%	28k	125.88	View chart
Caterpillar (CAT)	0.5	$3.4M		6.0k	572.87	View chart
PNC Financial Services (PNC)	0.5	$3.4M		17k	208.73	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.1M		26k	120.34	View chart
Oracle Corporation (ORCL)	0.4	$3.1M	+3%	16k	194.91	View chart
Broadcom (AVGO)	0.4	$3.0M	+6%	8.8k	346.10	View chart
Ishares Tr Esg Select Scre (XVV)	0.4	$3.0M		56k	52.70	View chart
Intuit (INTU)	0.4	$2.9M	-4%	4.4k	662.42	View chart
TJX Companies (TJX)	0.4	$2.9M	+6%	19k	153.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$2.9M		63k	45.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.8M	+10%	32k	89.46	View chart
AFLAC Incorporated (AFL)	0.4	$2.7M		24k	110.27	View chart
Southern Company (SO)	0.4	$2.7M		31k	87.20	View chart
Emerson Electric (EMR)	0.3	$2.5M	+4%	19k	132.72	View chart
Home Depot (HD)	0.3	$2.5M	-10%	7.2k	344.10	View chart
Apollo Global Mgmt (APO)	0.3	$2.5M		17k	144.76	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.3	$2.4M	-6%	47k	52.04	View chart
3M Company (MMM)	0.3	$2.4M	-5%	15k	160.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.4M	+6%	36k	66.00	View chart
Wal-Mart Stores (WMT)	0.3	$2.3M	+7%	21k	111.64	View chart
Cisco Systems (CSCO)	0.3	$2.3M	-11%	30k	77.03	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.3M	+18%	2.6k	878.96	View chart
Union Pacific Corporation (UNP)	0.3	$2.3M	+3%	9.8k	231.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.1M		22k	96.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$2.0M	-5%	24k	85.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$2.0M		27k	74.17	View chart
Coca-Cola Company (KO)	0.3	$2.0M	+5%	28k	69.91	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$1.8M	-6%	14k	121.93	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.7M	+25%	15k	117.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.7M	+10%	5.8k	290.22	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.7M	+4%	3.0k	570.88	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.7M	+4%	26k	64.42	View chart
International Business Machines (IBM)	0.2	$1.5M	-20%	5.2k	296.20	View chart
Wells Fargo & Company (WFC)	0.2	$1.5M	+71%	16k	93.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.5M	+3%	6.8k	219.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.5M	+132%	10k	143.97	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$1.5M	+19%	9.7k	153.02	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.5M		8.7k	168.77	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$1.5M	+8%	38k	37.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$1.4M	-3%	14k	102.42	View chart
McDonald's Corporation (MCD)	0.2	$1.4M	+9%	4.7k	305.63	View chart
Allstate Corporation (ALL)	0.2	$1.4M		6.7k	209.15	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$1.4M		31k	44.65	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$1.4M		32k	42.58	View chart
Costco Wholesale Corporation (COST)	0.2	$1.3M	+6%	1.5k	862.34	View chart
Chevron Corporation (CVX)	0.2	$1.3M	+19%	8.3k	152.40	View chart
Honeywell International (HON)	0.2	$1.2M	+106%	6.4k	195.09	View chart
First Westn Finl (MYFW)	0.2	$1.2M		45k	26.81	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.2M		16k	76.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$1.2M		37k	31.85	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.2M	+25%	2.0k	579.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	-7%	18k	62.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.1M	+4%	13k	83.61	View chart
Yum! Brands (YUM)	0.2	$1.1M	+9%	7.3k	151.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.1M		4.2k	257.95	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+5%	2.4k	449.72	View chart
Ftai Infrastructure Common Stock (FIP)	0.1	$1.0M		227k	4.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.0M		2.9k	360.13	View chart
Amgen (AMGN)	0.1	$1.0M	+19%	3.1k	327.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$985k	+63%	1.3k	753.53	View chart
Walt Disney Company (DIS)	0.1	$975k		8.5k	114.52	View chart
Lowe's Companies (LOW)	0.1	$921k	+22%	3.8k	241.14	View chart
Broadridge Financial Solutions (BR)	0.1	$903k		4.0k	224.14	View chart
EOG Resources (EOG)	0.1	$892k		8.5k	105.01	View chart
Blackrock (BLK)	0.1	$874k		817.00	1069.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$870k		36k	24.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$865k	+9%	4.7k	183.39	View chart
Medtronic SHS (MDT)	0.1	$848k	+6%	8.8k	96.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$844k		5.7k	148.69	View chart
Lam Research Corp Com New (LRCX)	0.1	$840k		4.9k	171.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$822k	+209%	2.7k	304.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$816k		28k	29.61	View chart
Travelers Companies (TRV)	0.1	$813k	+10%	2.8k	290.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$805k		1.3k	614.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$797k	+2%	3.2k	246.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$781k	+9%	5.0k	154.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$751k		2.7k	277.88	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$747k		13k	57.24	View chart
Colgate-Palmolive Company (CL)	0.1	$736k		9.3k	79.02	View chart
Netflix (NFLX)	0.1	$725k	+938%	7.7k	93.76	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$715k	NEW	668.00	1069.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$711k		10k	69.42	View chart
Nextera Energy (NEE)	0.1	$704k	+11%	8.8k	80.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$691k	+12%	13k	54.77	View chart
Stryker Corporation (SYK)	0.1	$670k	+18%	1.9k	352.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$669k		7.9k	84.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$662k		22k	30.07	View chart
L3harris Technologies (LHX)	0.1	$650k		2.2k	293.57	View chart
Qualcomm (QCOM)	0.1	$638k	+8%	3.7k	171.05	View chart
Charles Schwab Corporation (SCHW)	0.1	$635k	+61%	6.4k	99.91	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$632k	-14%	4.0k	157.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$631k		7.1k	89.43	View chart
Bristol Myers Squibb (BMY)	0.1	$613k	+11%	11k	53.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$612k	-2%	1.5k	396.31	View chart
Fidelity National Information Services (FIS)	0.1	$594k		8.9k	66.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$576k	+7%	1.2k	483.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$575k		6.6k	87.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$570k	+5%	2.7k	210.34	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$566k		4.4k	129.79	View chart
National Health Investors (NHI)	0.1	$544k	NEW	7.0k	77.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$544k	+22%	8.1k	67.22	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$531k		1.7k	321.60	View chart
Progressive Corporation (PGR)	0.1	$509k	+39%	2.2k	227.72	View chart
Danaher Corporation (DHR)	0.1	$508k	+6%	2.2k	229.24	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$499k		4.7k	106.70	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$479k	+26%	29k	16.43	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$475k		6.4k	74.43	View chart
Analog Devices (ADI)	0.1	$469k		1.7k	271.20	View chart
Cadence Design Systems (CDNS)	0.1	$467k	NEW	1.5k	312.58	View chart
Verizon Communications (VZ)	0.1	$466k	+8%	11k	40.73	View chart
Ge Aerospace Com New (GE)	0.1	$460k	+7%	1.5k	308.46	View chart
Reddit Cl A (RDDT)	0.1	$459k	NEW	2.0k	229.87	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$456k	NEW	9.2k	49.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$453k		4.7k	96.88	View chart
Applied Materials (AMAT)	0.1	$445k	+37%	1.7k	256.99	View chart
Pfizer (PFE)	0.1	$444k	-2%	18k	24.90	View chart
Kla Corp Com New (KLAC)	0.1	$442k	NEW	364.00	1215.08	View chart
Acres Commercial Realty Corp Com New (ACR)	0.1	$433k	-13%	20k	21.34	View chart
S&p Global (SPGI)	0.1	$432k		826.00	522.59	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$430k		6.0k	71.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$421k	+35%	1.2k	349.99	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$413k		5.5k	75.05	View chart
Truist Financial Corp equities (TFC)	0.1	$412k	+15%	8.4k	49.21	View chart
Comcast Corp Cl A (CMCSA)	0.1	$400k	+17%	13k	29.89	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$393k		1.5k	258.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$389k		1.0k	386.85	View chart
ConocoPhillips (COP)	0.1	$388k	+6%	4.1k	93.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$380k		1.8k	211.24	View chart
Waste Management (WM)	0.1	$373k		1.7k	219.65	View chart
Kimberly-Clark Corporation (KMB)	0.1	$365k	+13%	3.6k	102.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$362k		2.6k	141.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$362k		4.7k	77.53	View chart
Paychex (PAYX)	0.0	$359k		3.2k	112.18	View chart
Rockwell Automation (ROK)	0.0	$354k	NEW	910.00	389.07	View chart
Ge Vernova (GEV)	0.0	$353k		540.00	653.57	View chart
Yum China Holdings (YUMC)	0.0	$340k	+3%	7.1k	47.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$337k	-13%	1.9k	177.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$332k		4.2k	78.81	View chart
Fifth Third Ban (FITB)	0.0	$332k	-5%	7.0k	47.21	View chart
Texas Pacific Land Corp (TPL)	0.0	$328k	+200%	1.1k	287.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$322k		3.3k	96.27	View chart
Norfolk Southern (NSC)	0.0	$318k	+5%	1.1k	288.72	View chart
TransDigm Group Incorporated (TDG)	0.0	$318k	+3%	239.00	1329.85	View chart
Intel Corporation (INTC)	0.0	$317k	-10%	8.6k	36.90	View chart
Fair Isaac Corporation (FICO)	0.0	$313k		185.00	1690.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$312k		1.5k	209.12	View chart
Eaton Corp SHS (ETN)	0.0	$312k	NEW	979.00	318.51	View chart
Quanta Services (PWR)	0.0	$308k	+4%	730.00	422.06	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$307k	NEW	6.5k	47.31	View chart
Kraneshares Trust California Carb (KCCA)	0.0	$303k	+11%	18k	16.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$296k		1.9k	154.14	View chart
Morgan Stanley Com New (MS)	0.0	$295k		1.7k	177.53	View chart
Amphenol Corp Cl A (APH)	0.0	$291k	+6%	2.2k	135.38	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$289k		600.00	481.62	View chart
General Mills (GIS)	0.0	$284k	-2%	6.1k	46.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$283k		5.3k	53.76	View chart
Boeing Company (BA)	0.0	$279k	+33%	1.3k	217.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$279k		1.3k	214.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$278k	+16%	3.5k	79.72	View chart
Valley National Ban (VLY)	0.0	$272k		23k	11.79	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$261k		5.2k	50.47	View chart
Te Connectivity Ord Shs (TEL)	0.0	$260k	NEW	1.1k	227.51	View chart
Northrop Grumman Corporation (NOC)	0.0	$251k	+20%	440.00	570.21	View chart
Cincinnati Financial Corporation (CINF)	0.0	$248k		1.5k	164.19	View chart
O'reilly Automotive (ORLY)	0.0	$245k		2.7k	91.21	View chart
Altria (MO)	0.0	$240k	NEW	4.1k	58.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$232k	-2%	8.1k	28.48	View chart
Qnity Electronics Common Stock (Q)	0.0	$231k	NEW	2.8k	81.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$228k	NEW	1.9k	121.61	View chart
Corteva (CTVA)	0.0	$227k		3.4k	67.03	View chart
Dupont De Nemours (DD)	0.0	$226k		5.6k	40.20	View chart
Solventum Corp Com Shs (SOLV)	0.0	$226k	-7%	2.9k	79.24	View chart
Sherwin-Williams Company (SHW)	0.0	$223k	NEW	688.00	324.03	View chart
American Express Company (AXP)	0.0	$223k		602.00	369.95	View chart
CSX Corporation (CSX)	0.0	$222k	+4%	6.1k	36.25	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$221k		9.8k	22.61	View chart
Southstate Bk Corp (SSB)	0.0	$220k		2.3k	94.11	View chart
Citigroup Com New (C)	0.0	$219k	NEW	1.9k	116.69	View chart
Consolidated Edison (ED)	0.0	$218k		2.2k	99.30	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$215k		1.2k	173.53	View chart
Phillips 66 (PSX)	0.0	$214k		1.7k	129.04	View chart
American Electric Power Company (AEP)	0.0	$211k	-25%	1.8k	115.31	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$210k	+8%	2.6k	80.74	View chart
Republic Services (RSG)	0.0	$208k	NEW	983.00	211.93	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$207k	NEW	3.8k	54.33	View chart
Target Corporation (TGT)	0.0	$205k	NEW	2.1k	97.75	View chart
Marsh & McLennan Companies	0.0	$204k	NEW	1.1k	185.52	View chart
salesforce (CRM)	0.0	$202k	NEW	763.00	265.33	View chart
UnitedHealth (UNH)	0.0	$200k	NEW	606.00	330.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$199k		1.0k	190.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$197k		7.5k	26.23	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$188k		2.5k	75.16	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$168k		2.7k	62.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$164k		1.2k	136.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$160k		756.00	212.07	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$152k	+118%	1.1k	139.16	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$134k		2.9k	46.53	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$131k		2.3k	56.96	View chart
Heron Therapeutics (HRTX)	0.0	$130k		100k	1.30	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$122k	+282%	1.0k	119.41	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$109k		800.00	136.73	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$108k	NEW	2.0k	53.88	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$106k		440.00	241.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$102k		1.0k	99.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$100k	+3680%	5.7k	17.67	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$95k	+69%	673.00	141.05	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$94k	NEW	943.00	99.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$91k	NEW	800.00	113.72	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$84k	+40%	1.4k	59.67	View chart
Vanguard World Health Car Etf (VHT)	0.0	$84k	NEW	290.00	287.85	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$82k	+187%	693.00	117.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$81k	NEW	1.1k	73.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$80k		400.00	199.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$80k		785.00	101.67	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$78k	+133%	1.8k	44.71	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$77k	+147%	1.8k	42.69	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$77k		1.1k	71.45	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$74k		438.00	168.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$66k	+323%	423.00	155.12	View chart
Ishares Msci Israel Etf (EIS)	0.0	$59k		533.00	110.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$59k	+69%	120.00	488.12	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$57k	+144%	733.00	77.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$54k		490.00	109.91	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$53k		3.2k	16.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$53k	NEW	171.00	309.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$51k	+91%	1.9k	27.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$51k		690.00	74.07	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$51k	NEW	1.7k	29.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$46k		323.00	141.06	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	0.0	$44k		841.00	52.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$42k		233.00	181.21	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$42k		735.00	56.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$40k	NEW	284.00	141.16	View chart
Celularity Cl A New (CELU)	0.0	$39k		35k	1.11	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$39k		550.00	70.41	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$30k	+228%	656.00	45.35	View chart
Ishares Msci Italy Etf (EWI)	0.0	$28k	NEW	509.00	54.33	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$26k		240.00	110.19	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.0	$26k	NEW	357.00	71.83	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$25k		629.00	39.59	View chart
Ishares Msci Spain Etf (EWP)	0.0	$24k	NEW	447.00	53.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$24k		200.00	119.35	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$23k	+67%	567.00	40.35	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$21k		850.00	24.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$21k		375.00	54.71	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$20k	NEW	371.00	52.70	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$18k		138.00	129.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$17k		650.00	25.46	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$16k		139.00	118.16	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$16k	NEW	132.00	124.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$16k	NEW	200.00	80.63	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$16k	+129%	252.00	63.50	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$16k		136.00	113.86	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$15k		50.00	301.16	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$14k	NEW	244.00	57.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$14k		199.00	69.47	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$13k		125.00	105.69	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$13k	NEW	206.00	63.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$13k		340.00	38.11	View chart
Vanguard World Industrial Etf (VIS)	0.0	$10k	NEW	35.00	298.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$9.6k	NEW	120.00	79.84	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$9.2k	-62%	300.00	30.65	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$8.7k	NEW	130.00	67.13	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$8.5k	NEW	87.00	98.23	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$8.0k	NEW	175.00	45.45	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$7.9k		233.00	33.81	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$7.8k		307.00	25.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$6.5k		20.00	323.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$6.2k		100.00	62.37	View chart
Ishares Msci Aust Etf (EWA)	0.0	$4.9k	NEW	187.00	26.19	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$3.9k	NEW	185.00	21.25	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$3.7k	-90%	126.00	29.37	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$3.0k	NEW	36.00	84.28	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.4k		52.00	47.08	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$2.2k	NEW	32.00	69.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$2.0k	NEW	88.00	23.02	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.7k	NEW	18.00	95.22	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.4k		10.00	139.30	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$1.3k	NEW	13.00	97.23	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$970.000000		8.00	121.25	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$926.000000		20.00	46.30	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$785.001000		21.00	37.38	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$654.999400	NEW	22.00	29.77	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$569.000000		10.00	56.90	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$295.000000		2.00	147.50	View chart
Vaneck Etf Trust Gaming Etf (BJK)	0.0	$204.000000		5.00	40.80	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$153.000000		5.00	30.60	View chart
Amplify Etf Tr Amplify Travel T (AWAY)	0.0	$104.000000		5.00	20.80	View chart

Past Filings by Biltmore Family Office

SEC 13F filings are viewable for Biltmore Family Office going back to 2017

Biltmore Family Office 2025 Q4 filed Feb. 4, 2026
Biltmore Family Office 2025 Q3 filed Oct. 31, 2025
Biltmore Family Office 2025 Q2 filed Aug. 1, 2025
Biltmore Family Office 2025 Q1 filed May 12, 2025
Biltmore Family Office 2024 Q4 filed Feb. 12, 2025
Biltmore Family Office 2024 Q3 filed Nov. 12, 2024
Biltmore Family Office 2024 Q2 filed Aug. 7, 2024
Biltmore Family Office 2024 Q1 filed May 14, 2024
Biltmore Family Office 2023 Q4 filed Feb. 14, 2024
Biltmore Family Office 2023 Q3 filed Nov. 14, 2023
Biltmore Family Office 2023 Q2 filed Aug. 7, 2023
Biltmore Family Office 2023 Q1 filed May 12, 2023
Biltmore Family Office 2022 Q4 filed Feb. 7, 2023
Biltmore Family Office 2022 Q3 filed Nov. 10, 2022
Biltmore Family Office 2022 Q2 filed Aug. 4, 2022
Biltmore Family Office 2022 Q1 filed May 12, 2022

View all past filings

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