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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, AVDX, VV, MSFT, and represent 47.03% of Biltmore Family Office's stock portfolio.
Added to shares of these 10 stocks: SPY, AVGO, RSP, MBSF, VGK, MUB, SCHF, SCHV, IJK, SCHM.
Started 29 new stock positions in SCHA, TLH, SWK, IVE, TJX, CVS, AFRM, CRM, AZN, SSB.
Reduced shares in these 10 stocks: AAPL (-$7.2M), AVDX, AEP, BA, VGT, IJH, ICLN, NSC, XLV, RSPT.
Sold out of its positions in AEP, BA, CVKD, PFF, IBDQ, IBDP, IBDS, ARQQ.
Biltmore Family Office was a net buyer of stock by $13M.
Biltmore Family Office has $585M in assets under management (AUM), dropping by 7.64%.
Central Index Key (CIK): 0001731123

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Portfolio Holdings for Biltmore Family Office

Biltmore Family Office holds 270 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	31.4	$184M	-3%	789k	233.00	View chart
Ishares Gold Tr Ishares New (IAU)	6.2	$36M		728k	49.70	View chart
Avidxchange Holdings (AVDX)	4.3	$25M		3.1M	8.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.6	$15M		58k	264.09	View chart
Microsoft Corporation (MSFT)	2.5	$14M	+3%	33k	430.30	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	2.0	$12M		210k	57.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$12M	+17%	20k	575.51	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$6.6M	+13%	61k	108.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$6.4M	+2%	14k	460.28	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.1	$6.4M		312k	20.38	View chart
Abbvie (ABBV)	1.1	$6.4M		32k	197.48	View chart
Merck & Co (MRK)	1.1	$6.3M		55k	114.33	View chart
Ftai Aviation SHS (FTAI)	1.0	$6.1M		46k	132.90	View chart
Aon Shs Cl A (AON)	1.0	$6.1M		18k	345.99	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$6.0M	+4%	73k	83.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$5.8M		46k	128.20	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.9	$5.3M	+2%	122k	43.79	View chart
Equifax (EFX)	0.9	$5.3M		18k	293.86	View chart
Global X Fds Cybrscurty Etf (BUG)	0.8	$4.9M		159k	30.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$4.7M		41k	116.96	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$4.6M	+32%	180k	25.74	View chart
Pepsi (PEP)	0.8	$4.4M	+2%	26k	170.05	View chart
Procter & Gamble Company (PG)	0.7	$4.3M	+6%	25k	173.20	View chart
NVIDIA Corporation (NVDA)	0.7	$3.9M	+11%	33k	121.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.9M	+7%	7.4k	529.34	View chart
Amazon (AMZN)	0.7	$3.9M	+11%	21k	186.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.8M	+5%	13k	284.03	View chart
Automatic Data Processing (ADP)	0.6	$3.8M		14k	278.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.8M		22k	167.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$3.7M		38k	98.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.6M	+8%	22k	165.85	View chart
Abbott Laboratories (ABT)	0.6	$3.4M		29k	114.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.0M		5.3k	576.82	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.0M	+3%	26k	117.22	View chart
PNC Financial Services (PNC)	0.5	$3.0M		16k	184.85	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.0M	+4%	14k	210.86	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.5	$3.0M		67k	44.22	View chart
Eli Lilly & Co. (LLY)	0.5	$2.9M	+9%	3.3k	885.94	View chart
Intuit (INTU)	0.5	$2.9M		4.6k	621.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.8M		7.4k	375.38	View chart
Johnson & Johnson (JNJ)	0.5	$2.8M	+6%	17k	162.06	View chart
AFLAC Incorporated (AFL)	0.5	$2.8M		25k	111.80	View chart
Southern Company (SO)	0.5	$2.8M		31k	90.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.7M	-3%	44k	62.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$2.7M	-2%	72k	37.70	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.5	$2.7M		379k	7.17	View chart
Oracle Corporation (ORCL)	0.5	$2.7M		16k	170.40	View chart
Qualcomm (QCOM)	0.4	$2.6M		15k	170.05	View chart
Amplify Etf Tr Amplify Mobile P (IPAY)	0.4	$2.6M	-2%	49k	52.27	View chart
Caterpillar (CAT)	0.4	$2.4M		6.1k	391.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.3M		30k	78.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.3M		27k	83.63	View chart
Ftai Infrastructure Common Stock (FIP)	0.4	$2.2M		230k	9.36	View chart
3M Company (MMM)	0.4	$2.0M		15k	136.70	View chart
Union Pacific Corporation (UNP)	0.3	$2.0M		8.2k	246.48	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$1.9M	+5%	19k	98.80	View chart
Home Depot (HD)	0.3	$1.8M		4.6k	405.20	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.3	$1.8M		66k	27.57	View chart
Cisco Systems (CSCO)	0.3	$1.8M	+5%	34k	53.22	View chart
Meta Platforms Cl A (META)	0.3	$1.7M	+3%	3.0k	572.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$1.7M		27k	62.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.7M	+3%	8.5k	198.90	View chart
Emerson Electric (EMR)	0.3	$1.7M		15k	109.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.6M	+41%	7.2k	225.76	View chart
Visa Com Cl A (V)	0.3	$1.6M	+4%	5.8k	274.93	View chart
Wal-Mart Stores (WMT)	0.3	$1.6M	+16%	20k	80.75	View chart
Broadcom (AVGO)	0.3	$1.6M	+1050%	9.1k	172.50	View chart
Bank of America Corporation (BAC)	0.3	$1.5M	-3%	39k	39.68	View chart
Coca-Cola Company (KO)	0.3	$1.5M	+10%	21k	72.34	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$1.4M		45k	31.76	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.9k	493.80	View chart
International Business Machines (IBM)	0.2	$1.4M		6.2k	221.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.4M		5.2k	263.83	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.4M		2.2k	631.82	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.3M		12k	115.30	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.2	$1.3M		31k	42.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.3M		9.0k	145.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.3M	NEW	7.3k	179.16	View chart
Allstate Corporation (ALL)	0.2	$1.3M	+2%	6.7k	190.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$1.2M		37k	32.23	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.1M		8.8k	123.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M		20k	52.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.1M	NEW	15k	71.10	View chart
Yum! Brands (YUM)	0.2	$1.0M		7.3k	139.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.0M	-2%	4.2k	237.91	View chart
Amgen (AMGN)	0.2	$974k	+4%	3.0k	322.21	View chart
McDonald's Corporation (MCD)	0.2	$974k	+17%	3.2k	304.51	View chart
Thermo Fisher Scientific (TMO)	0.2	$940k		1.5k	618.96	View chart
Walt Disney Company (DIS)	0.2	$929k	+5%	9.7k	96.19	View chart
Costco Wholesale Corporation (COST)	0.2	$893k	+8%	1.0k	886.52	View chart
Broadridge Financial Solutions (BR)	0.1	$867k		4.0k	215.91	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$810k		15k	53.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$797k		10k	78.69	View chart
Medtronic SHS (MDT)	0.1	$784k		8.6k	90.73	View chart
Goldman Sachs (GS)	0.1	$759k	-5%	1.5k	495.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$749k		3.1k	245.45	View chart
Fidelity National Information Services (FIS)	0.1	$748k		8.9k	83.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$744k	NEW	18k	41.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$738k	NEW	9.2k	80.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$738k	+56%	3.3k	220.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$737k		16k	47.53	View chart
BlackRock (BLK)	0.1	$734k		773.00	949.98	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$731k	-11%	50k	14.69	View chart
Intuitive Surgical Com New (ISRG)	0.1	$716k	+4%	1.5k	491.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$701k	+98%	8.0k	88.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$693k	-9%	4.5k	154.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$680k	+34%	1.4k	488.76	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.1	$666k		16k	41.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$666k		8.0k	83.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$642k		10k	62.69	View chart
Tesla Motors (TSLA)	0.1	$622k	-2%	2.4k	261.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$610k	+510%	7.3k	83.09	View chart
Colgate-Palmolive Company (CL)	0.1	$594k		5.7k	103.81	View chart
Kellogg Company (K)	0.1	$590k	+4%	7.3k	80.71	View chart
Netflix (NFLX)	0.1	$582k	+13%	820.00	709.27	View chart
Stryker Corporation (SYK)	0.1	$580k	+3%	1.6k	362.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$579k		8.6k	67.70	View chart
Nextera Energy (NEE)	0.1	$577k	+20%	6.8k	84.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$567k	-23%	965.00	587.52	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$563k		2.0k	281.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$558k		954.00	584.56	View chart
Wells Fargo & Company (WFC)	0.1	$556k	+4%	9.8k	56.49	View chart
Pfizer (PFE)	0.1	$540k	+5%	19k	28.94	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$534k		2.7k	197.53	View chart
Bristol Myers Squibb (BMY)	0.1	$533k		10k	51.74	View chart
Comcast Corp Cl A (CMCSA)	0.1	$523k		13k	41.77	View chart
L3harris Technologies (LHX)	0.1	$517k	+6%	2.2k	237.87	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$513k	NEW	5.6k	91.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$509k		11k	45.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$491k		6.8k	71.73	View chart
Crown Castle Intl (CCI)	0.1	$490k		4.1k	118.63	View chart
Danaher Corporation (DHR)	0.1	$481k	-4%	1.7k	278.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$477k		2.5k	189.80	View chart
General Mills (GIS)	0.1	$476k		6.4k	73.85	View chart
Lowe's Companies (LOW)	0.1	$449k	+4%	1.7k	270.79	View chart
Kimberly-Clark Corporation (KMB)	0.1	$447k		3.1k	143.50	View chart
UnitedHealth (UNH)	0.1	$430k	+31%	735.00	584.68	View chart
Dow (DOW)	0.1	$428k		7.8k	54.63	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$426k		15k	28.41	View chart
Dupont De Nemours (DD)	0.1	$426k		4.8k	89.11	View chart
Adobe Systems Incorporated (ADBE)	0.1	$422k	-3%	814.00	517.78	View chart
Paychex (PAYX)	0.1	$416k		3.1k	134.19	View chart
Verizon Communications (VZ)	0.1	$413k		9.2k	44.91	View chart
ConocoPhillips (COP)	0.1	$407k	+5%	3.9k	105.28	View chart
Lam Research Corporation (LRCX)	0.1	$400k		489.00	818.38	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$396k		1.7k	240.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$396k		1.8k	219.80	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$393k		4.4k	90.20	View chart
Analog Devices (ADI)	0.1	$385k	+2%	1.7k	230.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$383k		1.6k	243.06	View chart
S&p Global (SPGI)	0.1	$381k	+6%	737.00	516.62	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$375k	-4%	5.9k	63.59	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$370k		5.5k	67.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$367k	+10%	1.3k	280.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$367k	+8%	3.0k	121.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$360k		2.7k	135.07	View chart
Fiserv (FI)	0.1	$359k		2.0k	179.65	View chart
Waste Management (WM)	0.1	$353k	+9%	1.7k	207.54	View chart
Zoetis Cl A (ZTS)	0.1	$346k	+5%	1.8k	195.38	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$345k	+22%	6.0k	57.41	View chart
Honeywell International (HON)	0.1	$345k	+7%	1.7k	206.71	View chart
Charles Schwab Corporation (SCHW)	0.1	$338k	+89%	5.2k	64.81	View chart
Texas Pacific Land Corp (TPL)	0.1	$337k	NEW	381.00	884.74	View chart
Target Corporation (TGT)	0.1	$329k	+9%	2.1k	155.86	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$328k		1.0k	326.73	View chart
Fifth Third Ban (FITB)	0.1	$324k	+2%	7.5k	43.21	View chart
Eastman Chemical Company (EMN)	0.1	$319k		2.8k	112.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$318k		1.9k	167.67	View chart
Yum China Holdings (YUMC)	0.1	$310k		6.9k	45.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$310k	-6%	3.9k	79.42	View chart
TransDigm Group Incorporated (TDG)	0.1	$305k	+2%	214.00	1427.13	View chart
Chevron Corporation (CVX)	0.1	$304k	+9%	2.1k	147.24	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$303k	NEW	6.2k	48.84	View chart
Truist Financial Corp equities (TFC)	0.1	$297k		7.0k	42.77	View chart
American Tower Reit (AMT)	0.1	$297k	+9%	1.3k	232.56	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$296k		4.0k	74.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$272k		1.5k	182.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$271k	-10%	5.7k	47.85	View chart
Intel Corporation (INTC)	0.0	$270k	+6%	12k	23.46	View chart
Norfolk Southern (NSC)	0.0	$267k	-24%	1.1k	248.50	View chart
Progressive Corporation (PGR)	0.0	$267k	+2%	1.1k	253.76	View chart
Cdw (CDW)	0.0	$265k		1.2k	226.30	View chart
Air Products & Chemicals (APD)	0.0	$257k		863.00	297.74	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$255k		600.00	424.37	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$253k	NEW	6.2k	40.82	View chart
Universal Display Corporation (OLED)	0.0	$246k		1.2k	209.90	View chart
Acres Commercial Realty Corp Com New (ACR)	0.0	$244k	+24%	16k	15.66	View chart
Lauder Estee Cos Cl A (EL)	0.0	$237k	+7%	2.4k	99.69	View chart
Solventum Corp Com Shs (SOLV)	0.0	$236k	NEW	3.4k	69.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$232k	NEW	1.5k	153.13	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$230k	NEW	3.0k	77.91	View chart
Ge Aerospace Com New (GE)	0.0	$229k	NEW	1.2k	188.89	View chart
South State Corporation (SSB)	0.0	$227k	NEW	2.3k	97.18	View chart
TJX Companies (TJX)	0.0	$225k	NEW	1.9k	117.54	View chart
Applied Materials (AMAT)	0.0	$221k	+5%	1.1k	202.05	View chart
Stanley Black & Decker (SWK)	0.0	$220k	NEW	2.0k	110.13	View chart
Phillips 66 (PSX)	0.0	$218k		1.7k	131.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$215k	NEW	608.00	353.48	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$213k	NEW	4.0k	53.15	View chart
CVS Caremark Corporation (CVS)	0.0	$212k	NEW	3.4k	62.88	View chart
Valley National Ban (VLY)	0.0	$211k		23k	9.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$210k	NEW	4.1k	51.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$210k	NEW	2.0k	102.58	View chart
Cincinnati Financial Corporation (CINF)	0.0	$207k	NEW	1.5k	136.93	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$204k	NEW	2.8k	71.54	View chart
salesforce (CRM)	0.0	$204k	NEW	743.00	274.11	View chart
Baxter International (BAX)	0.0	$203k	NEW	5.3k	38.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$194k		1.3k	149.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$182k	NEW	921.00	197.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$182k		1.0k	174.57	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$180k		2.5k	72.04	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$160k		2.7k	59.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$150k		2.3k	66.52	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$142k		2.3k	61.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$129k		1.1k	117.29	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$123k		3.0k	40.52	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$118k		11k	11.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$114k		1.5k	75.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$110k		1.3k	87.80	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$87k		800.00	109.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$86k	NEW	785.00	109.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$79k		783.00	101.27	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$66k		1.0k	65.91	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$59k		730.00	80.78	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$53k		230.00	230.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$52k		396.00	132.25	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$50k		350.00	142.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$44k	+12%	263.00	166.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$44k		603.00	72.63	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$39k		250.00	157.34	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$39k		550.00	70.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$39k	NEW	323.00	119.70	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$38k		875.00	43.45	View chart
Ishares Msci Israel Etf (EIS)	0.0	$36k	NEW	533.00	67.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$35k		735.00	47.89	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$35k		175.00	200.37	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	0.0	$35k		841.00	41.25	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$31k		500.00	61.11	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$29k		350.00	83.00	View chart
Arqit Quantum Com New	0.0	$26k	NEW	4.6k	5.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$23k		500.00	45.86	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$23k		850.00	26.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$22k		629.00	34.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$20k		203.00	98.10	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$20k		662.00	30.03	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$17k		650.00	25.53	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$14k		100.00	135.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$13k		105.00	125.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$13k		150.00	84.53	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$13k		486.00	25.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$12k		200.00	61.04	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$12k		199.00	59.21	View chart
Arqit Quantum *w Exp 09/03/202 (ARQQW)	0.0	$12k	+2%	127k	0.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$11k		340.00	31.78	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$9.0k		500.00	18.04	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.0	$8.1k	+100%	393.00	20.66	View chart
Vanguard World Energy Etf (VDE)	0.0	$7.2k	+100%	58.00	123.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$5.7k		20.00	284.00	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$4.0k	-50%	135.00	29.41	View chart
Alliance Entertainment Holdi *w Exp 02/10/202 (AENTW)	0.0	$2.2k		31k	0.07	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$1.9k		22.00	85.14	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$1.0k		20.00	50.45	View chart
Rigetti Computing *w Exp 99/99/999 (RGTIW)	0.0	$919.000000		10k	0.09	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$896.000000		35.00	25.60	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$646.999500		15.00	43.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$603.000000		3.00	201.00	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$375.000000		10.00	37.50	View chart
Vaneck Etf Trust Gaming Etf (BJK)	0.0	$222.000000		5.00	44.40	View chart
Amplify Etf Tr Amplify Travel T (AWAY)	0.0	$102.000000		5.00	20.40	View chart
Amplify Etf Tr Seymour Cannbs (CNBS)	0.0	$45.000000		10.00	4.50	View chart

Past Filings by Biltmore Family Office

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

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
Biltmore Family Office 2021 Q4 filed Feb. 11, 2022
Biltmore Family Office 2021 Q3 filed Nov. 12, 2021
Biltmore Family Office 2021 Q2 filed July 30, 2021
Biltmore Family Office 2021 Q1 filed May 12, 2021
Biltmore Family Office 2020 Q4 filed Feb. 9, 2021

View all past filings

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