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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, VV, and represent 40.61% of Biltmore Family Office's stock portfolio.
Added to shares of these 10 stocks: RSP, BRK.B, SLV, ROBT, XMHQ, IJR, BUG, AHR, FIGR, LLY.
Started 25 new stock positions in HYDR, WEC, ORI, QTUM, APD, CNQ, SCHR, LIN, WSO, FIGR.
Reduced shares in these 10 stocks: FTAI, AON, INTU, VTI, GLDM, BCFN, VV, PHYS, GS, MBSF.
Sold out of its positions in AEP, AXP, MJ, KBWB, EWA, EIS, EPP, EWP, EWY, EWW.
Biltmore Family Office was a net buyer of stock by $14M.
Biltmore Family Office has $716M in assets under management (AUM), dropping by -1.22%.
Central Index Key (CIK): 0001731123

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Portfolio Holdings for Biltmore Family Office

Biltmore Family Office holds 325 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	24.4	$175M		688k	253.79	View chart
Ishares Gold Tr Ishares New (IAU)	8.2	$58M		662k	88.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.7	$26M	+19%	137k	191.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$17M	+5%	27k	652.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$14M	-4%	47k	298.85	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	1.9	$14M		203k	68.43	View chart
Microsoft Corporation (MSFT)	1.8	$13M	+2%	34k	370.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$11M	+25%	23k	479.20	View chart
Baron Etf Tr Financials Etf (BCFN)	1.5	$11M	-6%	512k	20.86	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.4	$9.7M	-5%	275k	35.44	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	1.3	$9.6M	+19%	208k	46.16	View chart
Abbvie (ABBV)	1.1	$8.1M	+4%	37k	217.49	View chart
Merck & Co (MRK)	1.0	$7.3M	+2%	60k	121.14	View chart
Meta Platforms Cl A (META)	1.0	$7.3M	+10%	13k	572.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$7.2M	+5%	48k	148.10	View chart
Goldman Sachs (GS)	1.0	$7.2M	-7%	8.5k	845.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$7.1M		25k	287.56	View chart
Bank of America Corporation (BAC)	1.0	$6.9M		142k	48.75	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.9	$6.7M	-6%	264k	25.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$6.7M		23k	286.85	View chart
Global X Fds Cybrscurty Etf (BUG)	0.8	$6.1M	+20%	241k	25.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$6.0M	+6%	73k	82.57	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$5.9M	+2%	56k	106.15	View chart
NVIDIA Corporation (NVDA)	0.8	$5.9M		34k	174.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$5.8M	+3%	65k	88.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.7M		9.6k	597.56	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.4M	+6%	18k	294.16	View chart
Ftai Aviation SHS (FTAI)	0.7	$5.2M	-46%	21k	245.00	View chart
Johnson & Johnson (JNJ)	0.7	$5.2M		21k	244.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$5.1M	+32%	41k	124.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.6M	-20%	14k	320.81	View chart
Eli Lilly & Co. (LLY)	0.6	$4.5M	+24%	4.9k	919.77	View chart
Dell Technologies CL C (DELL)	0.6	$4.5M		27k	164.13	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.4M		26k	169.66	View chart
Caterpillar (CAT)	0.6	$4.2M		6.0k	708.46	View chart
Equifax (EFX)	0.6	$4.2M		24k	180.07	View chart
Visa Com Cl A (V)	0.6	$4.2M	-4%	14k	302.23	View chart
Pepsi (PEP)	0.6	$4.0M		26k	155.29	View chart
Amazon (AMZN)	0.6	$4.0M	+4%	19k	208.27	View chart
Procter & Gamble Company (PG)	0.5	$3.8M		26k	144.44	View chart
Abbott Laboratories (ABT)	0.5	$3.7M	+4%	36k	102.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.7M	+2%	5.7k	653.21	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$3.5M	+100%	52k	68.14	View chart
PNC Financial Services (PNC)	0.5	$3.4M		17k	208.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.3M	+34%	48k	67.53	View chart
Broadcom (AVGO)	0.4	$3.2M	+16%	10k	309.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$3.0M	-9%	7.1k	426.40	View chart
Southern Company (SO)	0.4	$3.0M		31k	96.52	View chart
TJX Companies (TJX)	0.4	$2.9M	-2%	18k	159.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.9M	+2%	32k	90.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$2.9M		63k	45.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.8M	+93%	27k	103.37	View chart
Automatic Data Processing (ADP)	0.4	$2.8M	-7%	14k	204.88	View chart
Ishares Tr Esg Select Scre (XVV)	0.4	$2.8M		56k	49.22	View chart
AFLAC Incorporated (AFL)	0.4	$2.7M		24k	109.71	View chart
Wal-Mart Stores (WMT)	0.4	$2.6M		21k	124.53	View chart
Home Depot (HD)	0.3	$2.5M	+5%	7.6k	328.89	View chart
Emerson Electric (EMR)	0.3	$2.5M		19k	131.02	View chart
Coca-Cola Company (KO)	0.3	$2.4M	+11%	31k	76.58	View chart
Union Pacific Corporation (UNP)	0.3	$2.4M		9.7k	242.62	View chart
Oracle Corporation (ORCL)	0.3	$2.3M		16k	147.11	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.3M		2.6k	895.24	View chart
3M Company (MMM)	0.3	$2.1M		15k	145.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.1M		21k	97.13	View chart
Cisco Systems (CSCO)	0.3	$2.1M	-10%	27k	77.59	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.3	$2.0M		46k	42.80	View chart
Apollo Global Mgmt (APO)	0.3	$1.9M		17k	111.42	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.9M		14k	130.94	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$1.9M		26k	70.91	View chart
Spdr Series Trust State Street Spd (XBI)	0.3	$1.8M		14k	127.73	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$1.7M	+18%	45k	38.53	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.7M	+10%	11k	163.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.6M	+78%	4.8k	338.89	View chart
Chevron Corporation (CVX)	0.2	$1.6M	-6%	7.7k	206.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.5M	-8%	5.4k	287.18	View chart
Honeywell International (HON)	0.2	$1.5M	+7%	6.8k	226.03	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M		3.0k	499.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.5M	+67%	1.1k	1320.83	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.5M		8.7k	168.85	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M		1.5k	996.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.5M		6.8k	215.06	View chart
McDonald's Corporation (MCD)	0.2	$1.4M		4.6k	310.79	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$1.4M		31k	45.37	View chart
Allstate Corporation (ALL)	0.2	$1.4M		6.7k	208.42	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$1.4M		32k	43.54	View chart
Aon Shs Cl A (AON)	0.2	$1.4M	-74%	4.2k	322.78	View chart
National Health Investors (NHI)	0.2	$1.3M	+134%	17k	81.78	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$1.3M	+320%	27k	47.41	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M		16k	79.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.3M	-42%	14k	92.69	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.2M	-11%	9.1k	132.90	View chart
Amgen (AMGN)	0.2	$1.2M	+12%	3.5k	351.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.2M	+29%	6.1k	192.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$1.1M		37k	30.19	View chart
Ftai Infrastructure Common Stock (FIP)	0.2	$1.1M		224k	4.97	View chart
First Westn Finl (MYFW)	0.2	$1.1M		45k	24.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.1M		4.2k	261.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.1M		2.9k	383.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	-5%	17k	64.08	View chart
Yum! Brands (YUM)	0.1	$1.1M	-6%	6.8k	155.48	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.0M	-3%	13k	82.43	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M		4.9k	213.92	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.0M		16k	67.59	View chart
EOG Resources (EOG)	0.1	$1.0M	-16%	7.1k	144.57	View chart
Thermo Fisher Scientific (TMO)	0.1	$988k		2.0k	492.00	View chart
Blackrock (BLK)	0.1	$958k	+21%	996.00	961.31	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.1	$902k	NEW	27k	33.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$896k		36k	24.75	View chart
International Business Machines (IBM)	0.1	$888k	-29%	3.7k	242.39	View chart
Lowe's Companies (LOW)	0.1	$875k	-3%	3.7k	236.27	View chart
Cadence Design Systems (CDNS)	0.1	$856k	+106%	3.1k	277.87	View chart
Tesla Motors (TSLA)	0.1	$850k	-4%	2.3k	371.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$840k		28k	30.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$839k	-8%	1.2k	697.72	View chart
Broadridge Financial Solutions (BR)	0.1	$830k	+26%	5.1k	163.45	View chart
Reddit Cl A (RDDT)	0.1	$822k	+206%	6.1k	134.65	View chart
Travelers Companies (TRV)	0.1	$817k		2.8k	291.68	View chart
Nextera Energy (NEE)	0.1	$814k		8.8k	92.88	View chart
Walt Disney Company (DIS)	0.1	$813k		8.4k	96.38	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$810k	+177%	18k	45.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$808k		5.7k	142.43	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$805k	NEW	3.2k	250.58	View chart
Colgate-Palmolive Company (CL)	0.1	$793k		9.3k	85.23	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$785k		13k	60.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$783k	-2%	3.2k	248.00	View chart
L3harris Technologies (LHX)	0.1	$764k		2.2k	345.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$756k		1.3k	577.18	View chart
Netflix (NFLX)	0.1	$747k		7.8k	96.15	View chart
Medtronic SHS (MDT)	0.1	$726k	-5%	8.3k	87.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$719k		10k	70.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$693k	-3%	1.1k	604.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$690k	-6%	4.7k	146.61	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$690k		2.7k	255.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$685k		7.9k	86.64	View chart
Intuit (INTU)	0.1	$685k	-64%	1.6k	432.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$681k		22k	30.96	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$675k	+8%	14k	49.37	View chart
Tko Group Holdings Cl A (TKO)	0.1	$648k	NEW	3.2k	201.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$633k	-4%	1.5k	430.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$619k		7.1k	87.84	View chart
Bristol Myers Squibb (BMY)	0.1	$615k	-10%	10k	60.65	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$609k	NEW	26k	23.39	View chart
Stryker Corporation (SYK)	0.1	$599k	-4%	1.8k	329.47	View chart
Applied Materials (AMAT)	0.1	$591k		1.7k	341.79	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$590k		4.4k	135.34	View chart
Verizon Communications (VZ)	0.1	$574k		11k	50.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$572k		6.6k	86.69	View chart
Charles Schwab Corporation (SCHW)	0.1	$566k	-5%	6.0k	93.98	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$556k		8.0k	69.75	View chart
Philip Morris International (PM)	0.1	$551k	NEW	3.3k	166.79	View chart
Analog Devices (ADI)	0.1	$550k		1.7k	318.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$550k	-5%	2.6k	213.67	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$543k	-15%	3.4k	159.61	View chart
Texas Pacific Land Corp (TPL)	0.1	$542k		1.1k	474.56	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$538k		1.7k	326.12	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$534k		29k	18.29	View chart
Talen Energy Corp (TLN)	0.1	$533k	NEW	1.7k	319.23	View chart
Morgan Stanley Com New (MS)	0.1	$512k	+87%	3.1k	164.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$498k		4.7k	106.50	View chart
Pfizer (PFE)	0.1	$487k	-2%	17k	28.08	View chart
Qualcomm (QCOM)	0.1	$475k		3.7k	128.78	View chart
Ge Vernova (GEV)	0.1	$472k		540.00	873.40	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$470k		4.7k	100.62	View chart
Kla Corp Com New (KLAC)	0.1	$458k	-14%	311.00	1472.41	View chart
ConocoPhillips (COP)	0.1	$449k	-18%	3.4k	132.00	View chart
Fifth Third Ban (FITB)	0.1	$447k	+35%	9.5k	46.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$441k		6.0k	73.14	View chart
Global X Fds Gbl X Hydrogen (HYDR)	0.1	$435k	NEW	12k	36.24	View chart
Paychex (PAYX)	0.1	$432k	+46%	4.7k	92.12	View chart
Truist Financial Corp equities (TFC)	0.1	$431k	+11%	9.4k	45.97	View chart
Fidelity National Information Services (FIS)	0.1	$428k	+2%	9.1k	46.91	View chart
Ge Aerospace Com New (GE)	0.1	$424k		1.5k	284.30	View chart
Progressive Corporation (PGR)	0.1	$423k	-4%	2.1k	198.24	View chart
Danaher Corporation (DHR)	0.1	$419k		2.2k	190.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$414k		5.5k	75.19	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$405k		1.8k	224.59	View chart
Acres Commercial Realty Corp Com New (ACR)	0.1	$394k		20k	19.32	View chart
Waste Management (WM)	0.1	$391k		1.7k	229.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$389k		2.6k	151.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$373k		1.0k	370.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$369k	+11%	4.7k	78.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$366k		4.7k	78.41	View chart
Intel Corporation (INTC)	0.1	$365k	-3%	8.3k	44.13	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$358k	NEW	3.3k	107.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$355k		9.3k	38.42	View chart
S&p Global (SPGI)	0.0	$355k		834.00	425.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$350k		1.9k	184.28	View chart
Kimberly-Clark Corporation (KMB)	0.0	$350k		3.6k	97.75	View chart
Yum China Holdings (YUMC)	0.0	$340k		7.0k	48.78	View chart
Canadian Natural Resources (CNQ)	0.0	$339k	NEW	6.9k	49.18	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$335k		1.5k	216.58	View chart
Citizens Financial (CFG)	0.0	$329k	NEW	5.5k	59.97	View chart
Entergy Corporation (ETR)	0.0	$328k	NEW	2.9k	112.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$328k	+18%	4.1k	79.27	View chart
Comcast Corp Cl A (CMCSA)	0.0	$327k	-14%	11k	28.71	View chart
Rockwell Automation (ROK)	0.0	$327k		910.00	358.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$325k		3.3k	97.23	View chart
Qnity Electronics Common Stock (Q)	0.0	$324k		2.8k	115.38	View chart
Old Republic International Corporation (ORI)	0.0	$315k	NEW	7.9k	39.90	View chart
Eaton Corp SHS (ETN)	0.0	$314k	-10%	879.00	357.67	View chart
Enbridge (ENB)	0.0	$311k	NEW	5.8k	54.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$307k		1.5k	205.80	View chart
Phillips 66 (PSX)	0.0	$302k		1.7k	182.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$300k		440.00	682.24	View chart
TransDigm Group Incorporated (TDG)	0.0	$289k	+4%	249.00	1158.96	View chart
Valley National Ban (VLY)	0.0	$285k		23k	12.39	View chart
Linde SHS (LIN)	0.0	$285k	NEW	575.00	495.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$285k		5.3k	54.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$284k		1.3k	218.75	View chart
Corteva (CTVA)	0.0	$283k		3.4k	83.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$279k		600.00	464.18	View chart
Amphenol Corp Cl A (APH)	0.0	$274k		2.2k	126.60	View chart
Altria (MO)	0.0	$266k	-3%	4.0k	67.04	View chart
Kraneshares Trust California Carb (KCCA)	0.0	$264k		18k	14.82	View chart
Dupont De Nemours (DD)	0.0	$257k		5.6k	45.80	View chart
Boeing Company (BA)	0.0	$256k		1.3k	199.03	View chart
CSX Corporation (CSX)	0.0	$251k		6.1k	41.05	View chart
O'reilly Automotive (ORLY)	0.0	$250k		2.7k	92.31	View chart
Consolidated Edison (ED)	0.0	$249k		2.2k	113.15	View chart
Adobe Systems Incorporated (ADBE)	0.0	$244k	-16%	1.0k	243.08	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$243k		1.2k	195.98	View chart
Cincinnati Financial Corporation (CINF)	0.0	$239k		1.5k	158.29	View chart
Fastenal Company (FAST)	0.0	$238k	NEW	5.1k	46.40	View chart
TowneBank (TOWN)	0.0	$238k	NEW	7.0k	33.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$237k		8.1k	29.08	View chart
Air Products & Chemicals (APD)	0.0	$228k	NEW	785.00	290.49	View chart
General Mills (GIS)	0.0	$227k		6.1k	37.22	View chart
American Tower Reit (AMT)	0.0	$227k	NEW	1.3k	172.58	View chart
Sherwin-Williams Company (SHW)	0.0	$225k	+2%	702.00	320.55	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$223k	NEW	954.00	234.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$220k		1.9k	114.99	View chart
Eastman Chemical Company (EMN)	0.0	$220k	NEW	2.9k	77.16	View chart
Norfolk Southern (NSC)	0.0	$219k	-30%	764.00	287.00	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$218k		3.7k	58.14	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$217k		9.8k	22.15	View chart
Johnson Controls Internation SHS (JCI)	0.0	$216k	NEW	1.6k	131.34	View chart
Southstate Bk Corp (SSB)	0.0	$216k		2.3k	92.52	View chart
Te Connectivity Ord Shs (TEL)	0.0	$214k	-10%	1.0k	209.02	View chart
Citigroup Com New (C)	0.0	$213k		1.9k	113.41	View chart
Watsco, Incorporated (WSO)	0.0	$212k	NEW	582.00	363.79	View chart
Wec Energy Group (WEC)	0.0	$209k	NEW	1.8k	115.77	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$207k	+149%	4.5k	45.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$204k		1.0k	196.20	View chart
Fair Isaac Corporation (FICO)	0.0	$203k	+2%	190.00	1067.54	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$202k	-8%	2.4k	84.44	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$189k		2.5k	75.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$188k		7.5k	25.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$160k		756.00	211.15	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$144k		2.7k	53.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$141k	-8%	1.1k	128.12	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$138k		2.9k	47.84	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$137k		2.3k	59.19	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$114k		800.00	142.19	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$112k		440.00	253.98	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$106k		2.0k	53.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$102k		1.0k	99.27	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$101k	-36%	690.00	145.94	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$100k	+2%	5.8k	17.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$95k		800.00	118.45	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$92k	-14%	1.5k	61.26	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$87k		1.4k	61.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$83k		1.1k	75.10	View chart
Heron Therapeutics (HRTX)	0.0	$80k		100k	0.80	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$79k		785.00	100.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$73k		400.00	181.42	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.0	$73k		3.2k	22.46	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$70k		438.00	158.87	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$68k		1.1k	62.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$58k	-47%	534.00	108.98	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$54k		490.00	110.36	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$54k		1.7k	31.66	View chart
Celularity Cl A New (CELU)	0.0	$47k		35k	1.33	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$46k	+355%	569.00	80.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$45k	-53%	310.00	145.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$45k		323.00	138.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$44k		233.00	189.59	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$44k		735.00	60.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$42k	-18%	565.00	73.64	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	0.0	$39k		841.00	46.02	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$37k		550.00	66.86	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$36k	-28%	123.00	295.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$30k	-47%	974.00	30.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$29k	-45%	65.00	437.71	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$27k	-65%	241.00	110.86	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$25k	-59%	300.00	81.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$24k		629.00	38.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$24k		200.00	118.60	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$22k	+30%	329.00	65.77	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$21k		850.00	25.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$21k		375.00	56.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$21k	-20%	190.00	108.99	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$20k	-39%	400.00	49.97	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$18k		132.00	133.19	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$17k		650.00	25.33	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$16k		138.00	118.51	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$16k	-76%	100.00	161.73	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$16k		139.00	115.24	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$16k	-83%	159.00	100.17	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$15k		136.00	107.62	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$14k		245.00	56.90	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$14k	-40%	338.00	40.83	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$14k		199.00	68.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$13k		340.00	38.96	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$11k		300.00	35.52	View chart
Vanguard World Industrial Etf (VIS)	0.0	$9.1k	-17%	29.00	312.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$8.2k	-50%	25.00	328.68	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$7.8k		233.00	33.54	View chart
Vanguard World Health Car Etf (VHT)	0.0	$7.4k	-90%	27.00	272.33	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$6.3k		100.00	62.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$6.3k		20.00	313.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.4k		52.00	46.94	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.7k		18.00	94.94	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.6k	-56%	55.00	28.73	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.3k		10.00	132.10	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$1.2k	-86%	12.00	101.00	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$909.000000		8.00	113.62	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$816.000000		20.00	40.80	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$498.000000		10.00	49.80	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$241.000000		2.00	120.50	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$199.000000	NEW	8.00	24.88	View chart
Vaneck Etf Trust Gaming Etf	0.0	$173.000000		5.00	34.60	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$162.000000		5.00	32.40	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$150.000200	NEW	7.00	21.43	View chart
Amplify Etf Tr Amplify Travel T (AWAY)	0.0	$80.000000		5.00	16.00	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 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
Biltmore Family Office 2022 Q2 filed Aug. 4, 2022

View all past filings

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