Stokes Family Office
Latest statistics and disclosures from Stokes Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, AAPL, GOOG, IUSB, IVW, and represent 21.59% of Stokes Family Office's stock portfolio.
- Added to shares of these 10 stocks: FENI (+$12M), CORO (+$11M), GOVT (+$8.5M), TROW, VIG, FRMM, SHLD, DOUG, CRC, UBER.
- Started 13 new stock positions in EOG, CORO, FENI, HWC, APO, ETR, CRC, FRMM, BDX, DOUG. PBI, TROW, JEF.
- Reduced shares in these 10 stocks: SCHF (-$16M), OEF (-$15M), AAPL (-$8.2M), MSFT (-$7.5M), IVE (-$7.0M), EMGF (-$6.8M), IAUM (-$5.5M), DYNF (-$5.2M), FRDM, ITOT.
- Sold out of its positions in ALL, BDTX, BKNG, CBRE, CGXU, CMCSA, DFEV, EXACT Sciences Corporation, FAST, FIS.
- Stokes Family Office was a net seller of stock by $-111M.
- Stokes Family Office has $969M in assets under management (AUM), dropping by -11.37%.
- Central Index Key (CIK): 0001802278
Tip: Access up to 7 years of quarterly data
Positions held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Stokes Family Office
Stokes Family Office holds 276 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 | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.9 | $76M | +3% | 354k | 215.06 |
|
| Apple (AAPL) | 5.1 | $50M | -14% | 195k | 253.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $31M | -6% | 107k | 286.86 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 2.7 | $27M | -7% | 575k | 46.19 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.7 | $26M | -9% | 233k | 113.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $26M | -21% | 121k | 211.15 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.6 | $25M | -11% | 997k | 24.91 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.3 | $22M | -19% | 378k | 58.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.1 | $20M | -13% | 142k | 142.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $19M | -4% | 59k | 320.81 |
|
| Microsoft Corporation (MSFT) | 1.8 | $17M | -30% | 46k | 370.17 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $14M | -10% | 49k | 294.16 |
|
| Johnson & Johnson (JNJ) | 1.4 | $14M | -7% | 56k | 244.44 |
|
| Spdr Series Trust State Street Spd (SPMB) | 1.4 | $14M | -3% | 603k | 22.39 |
|
| Chevron Corporation (CVX) | 1.3 | $13M | -5% | 62k | 206.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $13M | 87k | 148.10 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 1.3 | $13M | -35% | 208k | 60.43 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.2 | $12M | -6% | 50k | 239.99 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.2 | $12M | -9% | 171k | 68.31 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 1.2 | $12M | NEW | 311k | 37.20 |
|
| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 1.1 | $11M | NEW | 345k | 32.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $11M | -10% | 23k | 479.20 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.1 | $11M | 337k | 32.95 |
|
|
| Ea Series Trust Us Quan Value (QVAL) | 1.1 | $11M | -10% | 211k | 52.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $11M | 119k | 90.53 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $11M | +373% | 470k | 22.91 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $11M | -8% | 97k | 110.47 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 1.1 | $11M | -3% | 270k | 38.96 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.1 | $11M | -16% | 90k | 116.29 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $10M | -3% | 210k | 48.05 |
|
| Amazon (AMZN) | 1.0 | $9.9M | -2% | 48k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.0M | -10% | 31k | 287.56 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.9 | $9.0M | -7% | 249k | 36.22 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $8.8M | -12% | 87k | 100.72 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.8 | $8.0M | -32% | 147k | 54.65 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.8 | $8.0M | +27% | 113k | 70.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $7.8M | 13k | 597.55 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $7.5M | -5% | 44k | 169.66 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $7.4M | -14% | 142k | 51.93 |
|
| Philip Morris International (PM) | 0.7 | $7.0M | -13% | 42k | 165.34 |
|
| Energy Services of America (ESOA) | 0.6 | $6.1M | 462k | 13.13 |
|
|
| Home Depot (HD) | 0.6 | $5.9M | -12% | 18k | 328.89 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.6 | $5.8M | -6% | 247k | 23.65 |
|
| Wal-Mart Stores (WMT) | 0.6 | $5.7M | -8% | 46k | 124.28 |
|
| Abbvie (ABBV) | 0.6 | $5.6M | -6% | 26k | 217.49 |
|
| Blackrock (BLK) | 0.6 | $5.5M | 5.7k | 961.67 |
|
|
| Broadcom (AVGO) | 0.6 | $5.4M | -11% | 18k | 309.51 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $5.4M | -3% | 46k | 118.45 |
|
| Oracle Corporation (ORCL) | 0.5 | $5.3M | -3% | 36k | 147.11 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $5.2M | 5.6k | 919.70 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.1M | -21% | 29k | 174.40 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $5.0M | -6% | 56k | 88.46 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $4.9M | 23k | 217.25 |
|
|
| Pepsi (PEP) | 0.5 | $4.8M | -8% | 31k | 155.29 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.5 | $4.8M | -24% | 48k | 99.86 |
|
| Vanguard World Mega Cap Index (MGC) | 0.5 | $4.8M | 20k | 236.35 |
|
|
| Cintas Corporation (CTAS) | 0.5 | $4.7M | 28k | 169.14 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $4.7M | 34k | 138.32 |
|
|
| Corporacion Amer Arpts S A (CAAP) | 0.5 | $4.6M | -19% | 180k | 25.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.4M | -2% | 6.7k | 653.21 |
|
| Cisco Systems (CSCO) | 0.4 | $4.3M | -6% | 55k | 77.59 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $4.1M | +2% | 22k | 184.28 |
|
| Altria (MO) | 0.4 | $3.9M | -2% | 59k | 65.99 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.8M | -12% | 26k | 144.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.8M | -19% | 8.7k | 436.77 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.8M | -10% | 6.6k | 572.12 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.4 | $3.7M | -59% | 80k | 46.70 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $3.6M | +7% | 38k | 94.24 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $3.6M | 23k | 155.11 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $3.6M | 10k | 357.67 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.5M | -34% | 71k | 49.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $3.5M | +15% | 33k | 106.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.4M | -82% | 138k | 24.75 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $3.3M | 16k | 213.66 |
|
|
| Vanguard World Extended Dur (EDV) | 0.3 | $3.3M | +26% | 50k | 64.95 |
|
| General Dynamics Corporation (GD) | 0.3 | $3.2M | -9% | 9.3k | 343.23 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.3 | $3.2M | 43k | 72.81 |
|
|
| Visa Com Cl A (V) | 0.3 | $3.1M | -15% | 10k | 302.25 |
|
| T. Rowe Price (TROW) | 0.3 | $3.1M | NEW | 34k | 90.14 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $3.0M | -13% | 40k | 75.10 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | -11% | 3.0k | 996.47 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.0M | +7% | 42k | 69.75 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $2.9M | -83% | 9.2k | 318.07 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.9M | -9% | 49k | 58.54 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.7M | -7% | 26k | 102.67 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $2.5M | 19k | 132.50 |
|
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.3 | $2.5M | -29% | 64k | 39.83 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.2M | 37k | 60.65 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $2.2M | -28% | 34k | 66.00 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $2.2M | 33k | 68.14 |
|
|
| Forum Markets Com Shs (FRMM) | 0.2 | $2.2M | NEW | 768k | 2.89 |
|
| First Horizon National Corporation (FHN) | 0.2 | $2.2M | 96k | 22.76 |
|
|
| Natural Resource Partners Com Unit Ltd Par (NRP) | 0.2 | $2.2M | +3% | 18k | 121.00 |
|
| Amgen (AMGN) | 0.2 | $2.0M | -10% | 5.8k | 351.83 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | -18% | 6.4k | 310.77 |
|
| Corning Incorporated (GLW) | 0.2 | $1.9M | 14k | 135.97 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.8M | 9.4k | 196.21 |
|
|
| American Express Company (AXP) | 0.2 | $1.6M | -8% | 5.4k | 302.46 |
|
| Uber Technologies (UBER) | 0.2 | $1.6M | +101% | 23k | 71.93 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.6M | -8% | 18k | 89.59 |
|
| Verizon Communications (VZ) | 0.2 | $1.6M | -20% | 32k | 50.20 |
|
| At&t (T) | 0.2 | $1.6M | -5% | 56k | 28.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.6M | -17% | 30k | 54.05 |
|
| Netflix (NFLX) | 0.2 | $1.5M | -20% | 16k | 96.15 |
|
| Nike CL B (NKE) | 0.2 | $1.5M | 29k | 52.82 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | -26% | 20k | 76.05 |
|
| Southern Company (SO) | 0.2 | $1.5M | -4% | 15k | 96.52 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.4M | 74k | 19.30 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.3M | -11% | 13k | 101.79 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.3M | 33k | 39.68 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.3M | -12% | 13k | 99.27 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.3M | 3.5k | 370.68 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.3M | -16% | 5.3k | 242.61 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.3M | -2% | 15k | 82.75 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.2M | 6.0k | 205.80 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -10% | 2.0k | 604.39 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $1.2M | 14k | 89.00 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | -23% | 3.2k | 371.75 |
|
| Waste Management (WM) | 0.1 | $1.2M | -8% | 5.2k | 229.79 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | -6% | 13k | 88.70 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.1M | -31% | 2.5k | 463.19 |
|
| Caterpillar (CAT) | 0.1 | $1.1M | -11% | 1.6k | 708.46 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.1M | 30k | 37.84 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | -28% | 2.2k | 499.66 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | -10% | 19k | 57.64 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1M | -71% | 11k | 93.93 |
|
| Douglas Elliman (DOUG) | 0.1 | $1.0M | NEW | 638k | 1.64 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.0M | +3% | 15k | 70.18 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | -6% | 11k | 96.38 |
|
| Advanced Micro Devices (AMD) | 0.1 | $970k | -9% | 4.8k | 203.43 |
|
| International Business Machines (IBM) | 0.1 | $966k | -10% | 4.0k | 242.37 |
|
| Hca Holdings (HCA) | 0.1 | $962k | -4% | 2.0k | 473.24 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $938k | -10% | 710.00 | 1320.83 |
|
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.1 | $920k | +139% | 209k | 4.40 |
|
| SYSCO Corporation (SYY) | 0.1 | $913k | -15% | 13k | 71.33 |
|
| Wells Fargo & Company (WFC) | 0.1 | $913k | -21% | 12k | 79.61 |
|
| MercadoLibre (MELI) | 0.1 | $899k | +279% | 520.00 | 1729.02 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $897k | -5% | 12k | 74.35 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $892k | -40% | 2.6k | 337.95 |
|
| California Res Corp Com Stock (CRC) | 0.1 | $875k | NEW | 13k | 69.22 |
|
| Enbridge (ENB) | 0.1 | $859k | -3% | 16k | 54.14 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $836k | 17k | 50.49 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $819k | 18k | 45.52 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $811k | +26% | 9.4k | 86.64 |
|
| Emerson Electric (EMR) | 0.1 | $811k | -10% | 6.2k | 131.02 |
|
| McKesson Corporation (MCK) | 0.1 | $809k | -25% | 935.00 | 865.36 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $808k | -2% | 11k | 76.54 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $801k | -53% | 16k | 48.93 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $794k | 19k | 42.54 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $791k | 55k | 14.37 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $788k | 8.6k | 91.64 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $783k | -5% | 3.2k | 247.08 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $748k | 31k | 24.24 |
|
|
| Pfizer (PFE) | 0.1 | $747k | -7% | 27k | 28.08 |
|
| Merck & Co (MRK) | 0.1 | $746k | -10% | 6.2k | 120.29 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $746k | 7.3k | 101.74 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $735k | 3.8k | 191.92 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $732k | -28% | 13k | 58.47 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $704k | 27k | 25.85 |
|
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.1 | $704k | 27k | 26.06 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $702k | 16k | 45.34 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $699k | -26% | 1.0k | 682.19 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $695k | 4.3k | 160.48 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $692k | +13% | 4.0k | 173.04 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $691k | 27k | 25.27 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $680k | -18% | 1.0k | 650.34 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $678k | -2% | 22k | 30.96 |
|
| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.1 | $667k | +18% | 26k | 25.64 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $651k | -34% | 27k | 24.24 |
|
| Bank of America Corporation (BAC) | 0.1 | $631k | -35% | 13k | 48.75 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $630k | -6% | 6.7k | 93.98 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $622k | -4% | 14k | 43.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $594k | 2.1k | 287.13 |
|
|
| Travelers Companies (TRV) | 0.1 | $588k | -25% | 2.0k | 291.68 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $578k | 9.8k | 58.78 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $569k | 23k | 25.33 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $566k | 24k | 23.26 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $560k | 12k | 46.43 |
|
|
| UnitedHealth (UNH) | 0.1 | $548k | -28% | 2.0k | 270.59 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $531k | 3.7k | 142.19 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $522k | 24k | 21.89 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $518k | 25k | 20.93 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $503k | -22% | 7.5k | 67.53 |
|
| AFLAC Incorporated (AFL) | 0.1 | $503k | -26% | 4.6k | 109.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $502k | -16% | 4.0k | 124.32 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $489k | -33% | 3.2k | 152.75 |
|
| EQT Corporation (EQT) | 0.0 | $483k | 7.6k | 63.64 |
|
|
| Lowe's Companies (LOW) | 0.0 | $479k | -4% | 2.0k | 236.28 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $476k | -5% | 16k | 30.68 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $473k | -10% | 3.6k | 131.25 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $467k | -12% | 1.0k | 460.99 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $461k | 8.7k | 53.22 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $458k | 3.6k | 126.66 |
|
|
| Ecopetrol S A Sponsored Ads (EC) | 0.0 | $456k | -82% | 30k | 14.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $454k | +2% | 786.00 | 577.22 |
|
| Apollo Global Mgmt (APO) | 0.0 | $448k | NEW | 4.0k | 111.42 |
|
| Phillips 66 (PSX) | 0.0 | $441k | -20% | 2.4k | 182.18 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $434k | -39% | 8.9k | 48.73 |
|
| Esquire Financial Holdings (ESQ) | 0.0 | $430k | 4.0k | 107.50 |
|
|
| Dominion Resources (D) | 0.0 | $430k | 7.0k | 61.82 |
|
|
| Maplebear (CART) | 0.0 | $417k | 11k | 37.46 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $413k | -15% | 1.3k | 327.07 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $410k | -13% | 8.5k | 48.18 |
|
| Ea Series Trust Intl Quan Value (IVAL) | 0.0 | $404k | +32% | 12k | 33.96 |
|
| Shell Spon Ads (SHEL) | 0.0 | $397k | -16% | 4.3k | 93.00 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $397k | -5% | 4.6k | 86.69 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $396k | -10% | 14k | 29.13 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $390k | +4% | 1.6k | 248.00 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $387k | -25% | 788.00 | 491.53 |
|
| Capital One Financial (COF) | 0.0 | $387k | -10% | 2.1k | 182.41 |
|
| Zoetis Cl A (ZTS) | 0.0 | $386k | -3% | 3.3k | 118.22 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $383k | 3.9k | 99.44 |
|
|
| Intel Corporation (INTC) | 0.0 | $381k | -21% | 8.6k | 44.13 |
|
| Illinois Tool Works (ITW) | 0.0 | $380k | -23% | 1.5k | 260.29 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $370k | -3% | 4.0k | 92.75 |
|
| Williams Companies (WMB) | 0.0 | $369k | -6% | 5.1k | 72.78 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $369k | -24% | 2.1k | 173.45 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $367k | 5.4k | 67.94 |
|
|
| Norfolk Southern (NSC) | 0.0 | $359k | -18% | 1.3k | 287.00 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $357k | -42% | 3.2k | 111.37 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $342k | -3% | 1.9k | 175.48 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $337k | -8% | 9.2k | 36.75 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $334k | 775.00 | 430.29 |
|
|
| W.W. Grainger (GWW) | 0.0 | $332k | -27% | 304.00 | 1090.81 |
|
| Honeywell International (HON) | 0.0 | $331k | -35% | 1.5k | 226.03 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $323k | 7.6k | 42.31 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $321k | -3% | 5.4k | 59.03 |
|
| Citigroup Com New (C) | 0.0 | $319k | -29% | 2.8k | 113.41 |
|
| Gilead Sciences (GILD) | 0.0 | $318k | -16% | 2.3k | 139.38 |
|
| PNC Financial Services (PNC) | 0.0 | $305k | -23% | 1.5k | 208.09 |
|
| Analog Devices (ADI) | 0.0 | $305k | -34% | 958.00 | 318.14 |
|
| Consolidated Edison (ED) | 0.0 | $302k | 2.7k | 113.18 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $300k | +6% | 1.1k | 261.92 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $299k | -49% | 3.8k | 78.65 |
|
| Jefferies Finl Group (JEF) | 0.0 | $296k | NEW | 7.2k | 41.27 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $294k | -13% | 2.2k | 130.95 |
|
| salesforce (CRM) | 0.0 | $286k | -17% | 1.5k | 186.62 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $286k | -25% | 891.00 | 320.55 |
|
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.0 | $284k | 25k | 11.35 |
|
|
| Omni (OMC) | 0.0 | $284k | 3.8k | 75.31 |
|
|
| Stoneco Com Cl A (STNE) | 0.0 | $277k | 20k | 14.12 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $270k | 9.3k | 29.08 |
|
|
| Coherent Corp (COHR) | 0.0 | $268k | 1.1k | 238.21 |
|
|
| ConocoPhillips (COP) | 0.0 | $261k | -16% | 2.0k | 132.01 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.0 | $260k | 7.3k | 35.78 |
|
|
| Chubb (CB) | 0.0 | $255k | -13% | 783.00 | 325.93 |
|
| Boeing Company (BA) | 0.0 | $254k | -21% | 1.3k | 199.03 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $251k | 3.4k | 74.45 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $249k | -75% | 2.8k | 88.16 |
|
| Micron Technology (MU) | 0.0 | $248k | -34% | 733.00 | 337.84 |
|
| Automatic Data Processing (ADP) | 0.0 | $241k | -32% | 1.2k | 203.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $240k | 3.3k | 73.14 |
|
|
| AmerisourceBergen (COR) | 0.0 | $233k | -34% | 742.00 | 314.14 |
|
| Becton, Dickinson and (BDX) | 0.0 | $231k | NEW | 1.5k | 157.23 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $229k | 372.00 | 616.76 |
|
|
| Hancock Holding Company (HWC) | 0.0 | $226k | NEW | 3.6k | 63.59 |
|
| Palo Alto Networks (PANW) | 0.0 | $224k | -8% | 1.4k | 160.32 |
|
| Rockwell Automation (ROK) | 0.0 | $221k | 616.00 | 358.88 |
|
|
| Vail Resorts (MTN) | 0.0 | $221k | -70% | 1.7k | 128.31 |
|
| WD-40 Company (WDFC) | 0.0 | $219k | 1.1k | 203.93 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $218k | 1.5k | 145.94 |
|
|
| EOG Resources (EOG) | 0.0 | $215k | NEW | 1.5k | 144.57 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $215k | 2.2k | 97.23 |
|
|
| Republic Services (RSG) | 0.0 | $212k | -45% | 970.00 | 219.02 |
|
| TJX Companies (TJX) | 0.0 | $209k | -24% | 1.3k | 159.70 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $208k | -2% | 10k | 20.75 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $207k | -24% | 2.4k | 85.23 |
|
| Entergy Corporation (ETR) | 0.0 | $206k | NEW | 1.8k | 112.36 |
|
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $198k | +100% | 160k | 1.24 |
|
| CKX Lands (CKX) | 0.0 | $189k | 18k | 10.35 |
|
|
| Propetro Hldg (PUMP) | 0.0 | $177k | 12k | 14.41 |
|
|
| Pitney Bowes (PBI) | 0.0 | $167k | NEW | 15k | 11.05 |
|
| Geopark Usd Shs (GPRK) | 0.0 | $133k | -78% | 14k | 9.50 |
|
| Puma Biotechnology (PBYI) | 0.0 | $65k | -64% | 10k | 6.39 |
|
| Tmc The Metals Company (TMC) | 0.0 | $57k | 12k | 4.67 |
|
|
| Ocuphire Pharma (IRD) | 0.0 | $55k | 12k | 4.55 |
|
Past Filings by Stokes Family Office
SEC 13F filings are viewable for Stokes Family Office going back to 2019
- Stokes Family Office 2026 Q1 filed May 12, 2026
- Stokes Family Office 2025 Q4 filed Feb. 18, 2026
- Stokes Family Office 2025 Q3 filed Nov. 14, 2025
- Stokes Family Office 2025 Q2 filed Aug. 6, 2025
- Stokes Family Office 2025 Q1 filed May 13, 2025
- Stokes Family Office 2024 Q4 filed Feb. 11, 2025
- Stokes Family Office 2024 Q3 filed Nov. 12, 2024
- Stokes Family Office 2024 Q2 filed July 5, 2024
- Stokes Family Office 2024 Q1 filed May 6, 2024
- Stokes Family Office 2023 Q4 filed Feb. 6, 2024
- Stokes Family Office 2023 Q3 filed Nov. 13, 2023
- Stokes Family Office 2023 Q2 filed Aug. 14, 2023
- Stokes Family Office 2023 Q1 filed May 8, 2023
- Stokes Family Office 2022 Q4 filed Feb. 14, 2023
- Stokes Family Office 2022 Q3 filed Nov. 14, 2022
- Stokes Family Office 2022 Q2 filed Aug. 5, 2022