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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, ROBO, and represent 38.62% of Biltmore Family Office's stock portfolio.
Added to shares of these 10 stocks: BRK.B, IWF, VO, VTR, VGT, HON, HONA, KLAC, UNH, NOW.
Started 23 new stock positions in MCHP, NOW, VTR, BUFR, TFLO, FIXD, SKYY, AMD, UCON, AXP. PANW, TXN, AEP, HONA, SOLV, CVS, DD, IVW, FV, GLW, HON, UNH, BBH.
Reduced shares in these 10 stocks: AAPL (-$20M), Honeywell International, DELL, SLV, , IAU, BUG, MUB, CAT, SPY.
Sold out of its positions in ADBE, Dupont De Nemours, EMN, RDVY, Honeywell International, INTU, IGIB, SUSA, SUSL, MDLZ. NHI, NOC, RWR, SCHH, SCHR.
Biltmore Family Office was a net seller of stock by $-26M.
Biltmore Family Office has $761M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001731123

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Portfolio Holdings for Biltmore Family Office

Biltmore Family Office holds 333 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	23.6	$179M	-9%	620k	289.36	View chart
Ishares Gold Tr Ishares New (IAU)	6.4	$49M	-2%	646k	75.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$29M		138k	212.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.5	$19M	-3%	26k	748.67	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	2.3	$17M		202k	85.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.1	$16M		47k	343.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$15M	+31%	31k	500.40	View chart
Microsoft Corporation (MSFT)	1.6	$13M	-2%	34k	373.02	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	1.5	$11M	-3%	201k	56.26	View chart
Dell Technologies CL C (DELL)	1.4	$10M	-12%	24k	431.46	View chart
Baron Etf Tr Financials Etf (BCFN)	1.4	$10M	-5%	486k	21.22	View chart
Abbvie (ABBV)	1.2	$9.3M		37k	251.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$8.2M	-6%	23k	357.37	View chart
Goldman Sachs (GS)	1.1	$8.2M	-4%	8.1k	1011.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$8.2M		23k	353.32	View chart
Global X Fds Cybrscurty Etf (BUG)	1.1	$8.0M	-12%	211k	38.19	View chart
Merck & Co (MRK)	1.0	$7.8M		60k	129.35	View chart
Bank of America Corporation (BAC)	1.0	$7.8M	-3%	137k	56.98	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.0	$7.6M	-8%	252k	30.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$7.4M	-3%	47k	158.03	View chart
NVIDIA Corporation (NVDA)	0.9	$6.8M		34k	200.09	View chart
Meta Platforms Cl A (META)	0.9	$6.6M	-7%	12k	563.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$6.5M		9.5k	686.79	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$6.5M	-4%	252k	25.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$6.3M		65k	96.43	View chart
Eli Lilly & Co. (LLY)	0.8	$5.9M		4.9k	1199.43	View chart
Ftai Aviation SHS (FTAI)	0.8	$5.8M		21k	270.52	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.7M	-4%	18k	327.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$5.6M	-7%	38k	148.31	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$5.6M	-6%	68k	82.11	View chart
Caterpillar (CAT)	0.7	$5.4M	-14%	5.1k	1064.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.3M		14k	370.05	View chart
Johnson & Johnson (JNJ)	0.7	$5.3M		21k	253.97	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$5.1M	-15%	47k	107.62	View chart
Visa Com Cl A (V)	0.6	$4.8M		14k	343.08	View chart
Amazon (AMZN)	0.6	$4.6M		19k	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.1M	-2%	5.5k	748.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$4.1M		63k	64.50	View chart
Broadcom (AVGO)	0.5	$3.8M		10k	377.75	View chart
Equifax (EFX)	0.5	$3.7M		23k	158.72	View chart
Procter & Gamble Company (PG)	0.5	$3.7M	-3%	25k	146.64	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.6M		26k	136.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.6M	-3%	47k	77.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.5M	+300%	29k	124.17	View chart
PNC Financial Services (PNC)	0.4	$3.4M	-15%	14k	246.22	View chart
Pepsi (PEP)	0.4	$3.4M	-3%	25k	135.40	View chart
Abbott Laboratories (ABT)	0.4	$3.2M		36k	90.74	View chart
Ishares Tr Esg Select Scre (XVV)	0.4	$3.2M		56k	56.79	View chart
Automatic Data Processing (ADP)	0.4	$3.1M		14k	225.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.9M	-4%	26k	112.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.9M	-7%	30k	96.58	View chart
Cisco Systems (CSCO)	0.4	$2.9M	-7%	25k	117.46	View chart
AFLAC Incorporated (AFL)	0.4	$2.9M		24k	117.25	View chart
Southern Company (SO)	0.4	$2.8M	-4%	30k	95.71	View chart
Home Depot (HD)	0.4	$2.7M		7.7k	352.68	View chart
TJX Companies (TJX)	0.4	$2.7M	-3%	18k	151.50	View chart
Emerson Electric (EMR)	0.3	$2.7M		19k	143.15	View chart
Union Pacific Corporation (UNP)	0.3	$2.6M		9.7k	272.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.5M	+9%	5.3k	478.49	View chart
Coca-Cola Company (KO)	0.3	$2.5M		31k	81.80	View chart
3M Company (MMM)	0.3	$2.3M		14k	161.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.3M	+3%	1.2k	1989.44	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$2.2M	+9%	12k	191.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.2M		21k	103.88	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.2M	-14%	2.2k	978.12	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$2.1M		26k	81.94	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.1M		4.9k	433.59	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	-11%	18k	113.26	View chart
Oracle Corporation (ORCL)	0.3	$2.1M	-10%	14k	146.55	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.3	$2.0M	-4%	44k	46.10	View chart
Apollo Global Mgmt (APO)	0.3	$2.0M		17k	118.31	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.3	$2.0M	-12%	13k	158.25	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.8M		14k	126.58	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.8M		9.3k	190.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.7M	+302%	22k	80.57	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.2	$1.7M		32k	52.75	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.7M		8.7k	190.19	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$1.6M		31k	52.15	View chart
Allstate Corporation (ALL)	0.2	$1.6M		6.7k	239.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M		6.8k	236.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.6M	-15%	2.4k	655.89	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M		3.0k	513.60	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$1.5M	+7%	19k	81.55	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$1.5M	-13%	39k	38.10	View chart
Aon Shs Cl A (AON)	0.2	$1.5M	+4%	4.4k	331.69	View chart
First Westn Finl (MYFW)	0.2	$1.5M		45k	32.11	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$1.4M		28k	52.40	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.4M	-50%	26k	53.47	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M		1.5k	935.47	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M		16k	82.64	View chart
Chevron Corporation (CVX)	0.2	$1.3M	+2%	7.9k	165.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.3M		4.2k	303.12	View chart
Ventas (VTR)	0.2	$1.3M	NEW	14k	89.32	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.3M		16k	80.82	View chart
Cadence Design Systems (CDNS)	0.2	$1.2M	+7%	3.3k	375.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$1.2M		37k	33.19	View chart
McDonald's Corporation (MCD)	0.2	$1.2M	-3%	4.5k	270.31	View chart
Amgen (AMGN)	0.2	$1.2M	-5%	3.3k	362.12	View chart
Tesla Motors (TSLA)	0.2	$1.2M	+22%	2.8k	420.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M	+709%	9.7k	119.52	View chart
Intel Corporation (INTC)	0.2	$1.2M		8.3k	139.63	View chart
Applied Materials (AMAT)	0.1	$1.1M	-8%	1.6k	723.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	-5%	16k	71.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.1M		13k	88.54	View chart
Yum! Brands (YUM)	0.1	$1.1M		6.8k	159.86	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.1M		3.2k	334.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.1M		14k	79.42	View chart
Reddit Cl A (RDDT)	0.1	$1.1M		6.2k	173.58	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$1.1M		2.7k	390.65	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.1	$1.1M	+29%	34k	30.71	View chart
Ftai Infrastructure Common Stock (FIP)	0.1	$1.0M		224k	4.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	-9%	5.5k	189.72	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.1	$1.0M		1.7k	623.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.0M		36k	27.70	View chart
International Business Machines (IBM)	0.1	$994k	-3%	3.5k	281.21	View chart
Blackrock (BLK)	0.1	$968k		1.0k	961.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$966k		1.3k	737.21	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$960k	+14%	30k	32.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$959k		28k	34.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$949k		3.2k	300.45	View chart
Travelers Companies (TRV)	0.1	$940k		2.8k	330.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$932k		5.7k	164.27	View chart
EOG Resources (EOG)	0.1	$919k		7.1k	129.73	View chart
Thermo Fisher Scientific (TMO)	0.1	$905k	-10%	1.8k	501.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$901k	+15%	12k	75.79	View chart
Colgate-Palmolive Company (CL)	0.1	$853k		9.3k	91.68	View chart
Lowe's Companies (LOW)	0.1	$824k		3.7k	220.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$811k		22k	36.87	View chart
Nextera Energy (NEE)	0.1	$791k	+2%	9.0k	87.77	View chart
Walt Disney Company (DIS)	0.1	$771k	-5%	7.9k	97.00	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$770k		4.4k	176.70	View chart
Honeywell International (HON)	0.1	$770k	NEW	3.4k	223.90	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$759k		4.8k	158.66	View chart
Honeywell Aerospace (HONA)	0.1	$757k	NEW	3.4k	221.08	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$755k		7.9k	95.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$716k	-15%	11k	64.71	View chart
Kla Corp Com New (KLAC)	0.1	$704k	+650%	2.3k	301.71	View chart
Broadridge Financial Solutions (BR)	0.1	$700k		5.1k	137.92	View chart
Analog Devices (ADI)	0.1	$697k		1.8k	397.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$674k		7.1k	95.62	View chart
Talen Energy Corp (TLN)	0.1	$668k	+4%	1.7k	384.26	View chart
Medtronic SHS (MDT)	0.1	$659k		8.3k	78.95	View chart
Morgan Stanley Com New (MS)	0.1	$654k		3.1k	209.04	View chart
L3harris Technologies (LHX)	0.1	$654k		2.2k	290.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$653k		7.9k	82.84	View chart
Ge Vernova (GEV)	0.1	$649k	+2%	552.00	1175.35	View chart
Tko Group Holdings Cl A (TKO)	0.1	$647k		3.2k	201.31	View chart
Qualcomm (QCOM)	0.1	$643k	-5%	3.5k	184.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$624k		2.6k	242.43	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$606k	-17%	11k	53.61	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$598k		29k	20.49	View chart
Philip Morris International (PM)	0.1	$587k	-2%	3.2k	182.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$587k		1.2k	509.46	View chart
Bristol Myers Squibb (BMY)	0.1	$585k		10k	57.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$570k		6.6k	86.42	View chart
Netflix (NFLX)	0.1	$561k		7.9k	71.40	View chart
Stryker Corporation (SYK)	0.1	$561k	-2%	1.8k	315.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$549k		4.7k	117.50	View chart
Ge Aerospace Com New (GE)	0.1	$547k		1.5k	373.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$539k		1.5k	368.38	View chart
Charles Schwab Corporation (SCHW)	0.1	$519k	-6%	5.6k	92.27	View chart
Progressive Corporation (PGR)	0.1	$514k	+10%	2.4k	218.45	View chart
Texas Pacific Land Corp (TPL)	0.1	$500k		1.1k	437.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$498k		4.7k	106.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$496k		5.5k	90.10	View chart
Verizon Communications (VZ)	0.1	$473k	-2%	11k	42.34	View chart
Qnity Electronics Common Stock (Q)	0.1	$452k		2.8k	163.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$451k		6.0k	74.90	View chart
Rockwell Automation (ROK)	0.1	$451k		910.00	495.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$429k		1.0k	426.40	View chart
UnitedHealth (UNH)	0.1	$428k	NEW	1.0k	415.68	View chart
Pfizer (PFE)	0.1	$417k		17k	24.08	View chart
Truist Financial Corp equities (TFC)	0.1	$417k	-10%	8.4k	49.82	View chart
Paychex (PAYX)	0.1	$411k	-10%	4.2k	98.34	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$406k		1.8k	225.49	View chart
Fifth Third Ban (FITB)	0.1	$406k	-24%	7.1k	56.77	View chart
Servicenow (NOW)	0.1	$403k	NEW	4.1k	99.28	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$402k	-40%	2.0k	200.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$401k		2.6k	156.30	View chart
Kimberly-Clark Corporation (KMB)	0.1	$397k		3.6k	111.05	View chart
Amphenol Corp Cl A (APH)	0.1	$397k	+3%	2.2k	176.56	View chart
Waste Management (WM)	0.1	$388k	+2%	1.7k	222.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$384k		4.7k	82.27	View chart
Eaton Corp SHS (ETN)	0.1	$383k	+2%	899.00	426.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$375k		1.9k	197.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$369k		3.3k	110.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$367k		1.5k	246.21	View chart
Citizens Financial (CFG)	0.0	$367k	-4%	5.2k	70.07	View chart
ConocoPhillips (COP)	0.0	$362k	+2%	3.5k	103.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$360k		4.6k	77.91	View chart
Acres Commercial Realty Corp Com New (ACR)	0.0	$356k		20k	17.79	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$355k		1.5k	229.57	View chart
Fidelity National Information Services (FIS)	0.0	$348k	-2%	8.9k	38.88	View chart
S&p Global (SPGI)	0.0	$343k		841.00	407.26	View chart
Valley National Ban (VLY)	0.0	$340k		23k	14.76	View chart
Old Republic International Corporation (ORI)	0.0	$329k		8.0k	40.92	View chart
TransDigm Group Incorporated (TDG)	0.0	$328k		246.00	1332.04	View chart
Entergy Corporation (ETR)	0.0	$326k	-2%	2.8k	114.86	View chart
Danaher Corporation (DHR)	0.0	$324k	-22%	1.7k	190.88	View chart
Global X Fds Gbl X Hydrogen (HYDR)	0.0	$321k	-50%	6.0k	53.43	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$315k		1.3k	242.42	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$314k		600.00	523.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$314k	+2%	9.4k	33.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$313k		5.2k	59.69	View chart
Palo Alto Networks (PANW)	0.0	$310k	NEW	908.00	341.02	View chart
Linde SHS (LIN)	0.0	$302k		581.00	518.94	View chart
Enbridge (ENB)	0.0	$299k	-4%	5.5k	54.21	View chart
CSX Corporation (CSX)	0.0	$299k	+2%	6.3k	47.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$297k	NEW	2.2k	137.53	View chart
Altria (MO)	0.0	$295k		4.0k	72.98	View chart
O'reilly Automotive (ORLY)	0.0	$294k	+17%	3.2k	92.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$294k		8.1k	36.13	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$294k		9.8k	30.03	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$287k	-47%	1.7k	165.38	View chart
Corteva (CTVA)	0.0	$286k		3.4k	84.69	View chart
Comcast Corp Cl A (CMCSA)	0.0	$285k	+2%	12k	24.55	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$283k	NEW	7.8k	36.53	View chart
Yum China Holdings (YUMC)	0.0	$282k		6.9k	40.87	View chart
Cincinnati Financial Corporation (CINF)	0.0	$281k		1.5k	186.08	View chart
Boeing Company (BA)	0.0	$279k		1.3k	216.47	View chart
Microchip Technology (MCHP)	0.0	$277k	NEW	3.0k	91.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$274k	-16%	3.5k	79.04	View chart
Fastenal Company (FAST)	0.0	$269k	+8%	5.6k	48.03	View chart
Citigroup Com New (C)	0.0	$267k		1.9k	139.96	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$265k		1.3k	211.95	View chart
Kraneshares Trust California Carb (KCCA)	0.0	$264k	-12%	16k	17.01	View chart
Texas Instruments Incorporated (TXN)	0.0	$261k	NEW	875.00	298.07	View chart
TowneBank (TOWN)	0.0	$256k		7.0k	36.52	View chart
Dupont De Nemours Common Stock (DD)	0.0	$254k	NEW	1.9k	135.64	View chart
Advanced Micro Devices (AMD)	0.0	$245k	NEW	421.00	580.91	View chart
Norfolk Southern (NSC)	0.0	$244k		775.00	314.62	View chart
Consolidated Edison (ED)	0.0	$243k		2.2k	110.60	View chart
CVS Caremark Corporation (CVS)	0.0	$243k	NEW	2.3k	103.45	View chart
Johnson Controls Internation SHS (JCI)	0.0	$241k		1.6k	146.51	View chart
Phillips 66 (PSX)	0.0	$237k	-15%	1.4k	169.01	View chart
Sherwin-Williams Company (SHW)	0.0	$237k		688.00	344.32	View chart
Southstate Bk Corp (SSB)	0.0	$233k		2.3k	99.90	View chart
Watsco, Incorporated (WSO)	0.0	$231k	-4%	553.00	416.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$228k		1.9k	117.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$227k		1.0k	217.93	View chart
Air Products & Chemicals (APD)	0.0	$225k	-2%	768.00	293.18	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$223k		938.00	238.21	View chart
Fair Isaac Corporation (FICO)	0.0	$223k		187.00	1194.78	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$223k		2.4k	93.27	View chart
Solventum Corp Com Shs (SOLV)	0.0	$220k	NEW	2.9k	77.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$217k		7.5k	28.96	View chart
Te Connectivity Ord Shs (TEL)	0.0	$214k	+3%	1.1k	201.61	View chart
American Tower Reit (AMT)	0.0	$212k	-2%	1.3k	165.36	View chart
General Mills (GIS)	0.0	$212k		6.1k	34.80	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$212k		2.5k	84.60	View chart
Canadian Natural Resources (CNQ)	0.0	$209k	-24%	5.2k	39.94	View chart
American Express Company (AXP)	0.0	$207k	NEW	613.00	338.25	View chart
Corning Incorporated (GLW)	0.0	$206k	NEW	805.00	255.43	View chart
American Electric Power Company (AEP)	0.0	$203k	NEW	1.5k	136.81	View chart
Wec Energy Group (WEC)	0.0	$200k	-4%	1.7k	116.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$172k		756.00	227.06	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$167k	+34%	590.00	283.79	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$167k		2.9k	57.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$162k		1.1k	146.41	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$153k		2.3k	66.45	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$137k	+41%	1.5k	89.85	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$135k	-15%	675.00	199.81	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$134k	NEW	3.1k	43.61	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$133k		2.7k	49.41	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$123k	NEW	1.6k	75.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$111k	+2%	6.0k	18.43	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$105k		690.00	152.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$105k	-4%	768.00	136.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$101k		400.00	252.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$96k	-4%	973.00	98.98	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$95k		438.00	217.22	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$95k		1.4k	67.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$93k		1.1k	83.75	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$81k		1.5k	53.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$79k		785.00	100.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$68k		735.00	92.41	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$67k	-67%	1.5k	45.34	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$66k	+5%	564.00	117.28	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.0	$65k		3.2k	20.23	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$58k	+13%	644.00	90.60	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$54k		1.7k	31.73	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$54k		490.00	109.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$52k		233.00	221.20	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	0.0	$51k	+7%	901.00	57.03	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$51k		310.00	164.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$51k		323.00	156.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$45k	+8%	133.00	338.72	View chart
Heron Therapeutics (HRTX)	0.0	$43k		100k	0.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$42k		565.00	73.41	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$40k	NEW	300.00	134.56	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$38k		550.00	69.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$34k	+501%	391.00	86.04	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.0	$33k	+45%	479.00	68.16	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$31k	NEW	1.2k	24.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$31k		974.00	31.71	View chart
Vanguard World Health Car Etf (VHT)	0.0	$31k	+277%	102.00	299.01	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$29k	+10%	267.00	107.13	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$28k		629.00	44.36	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$27k	+6%	320.00	83.07	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$26k	NEW	520.00	50.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$24k		200.00	117.45	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$24k		850.00	27.62	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$23k		138.00	163.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$22k	-13%	325.00	68.41	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$22k	+18%	118.00	185.23	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$21k	+3%	414.00	50.83	View chart
Celularity Cl A New (CELU)	0.0	$21k		35k	0.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$21k		190.00	109.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$19k		159.00	121.42	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$18k		139.00	129.02	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$18k	+933%	186.00	94.52	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$17k		136.00	122.29	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$16k		650.00	25.25	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$16k		25.00	640.76	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$16k	+3%	351.00	44.03	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$15k		132.00	115.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$14k		247.00	57.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$14k		340.00	41.25	View chart
Vanguard World Industrial Etf (VIS)	0.0	$11k		29.00	360.38	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$10k	NEW	50.00	203.24	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$10k		300.00	33.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$7.9k		20.00	393.95	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$7.8k		233.00	33.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$6.6k		100.00	66.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.4k		52.00	46.81	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.6k		55.00	29.24	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$856.000000		20.00	42.80	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$626.000000		10.00	62.60	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$290.000000		2.00	145.00	View chart
Vaneck Etf Trust Digital Native (GENZ)	0.0	$185.000000		5.00	37.00	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$158.000000		5.00	31.60	View chart
Amplify Etf Tr Travel Tech Etf (AWAY)	0.0	$91.000000		5.00	18.20	View chart

Past Filings by Biltmore Family Office

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

Biltmore Family Office 2026 Q2 filed Aug. 12, 2026
Biltmore Family Office 2026 Q1 filed May 11, 2026
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

View all past filings

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