account_balance

Investment manager · 13F filer · SEC CIK 1731123

Biltmore Family Office, LLC

Reported value$752Mas of Sep 30, 2026
Positions342 18 new, 9 sold out
Top 10 weight46.5%AAPL alone is 21%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 21.0% Trimmed −23%IAU iShares Gold Trust 6.7% Held
RSP Invesco Exchange Traded Fd T 4.1% Added +9%
SPY SPDR S&P 500 ETF Trust 2.6% HeldMSFT Microsoft Corp 2.3% HeldBRK-B Berkshire Hathaway Inc 2.2% Added +9%
VV Vanguard Index FDS 2.2% Held
ROBO Exchange Traded Concepts Tru 2.1% Trimmed −2%
DELL Dell Technologies Inc. 1.6% Trimmed −4%
ROBT First Tr Exchange Traded Fd 1.6% Held
BUG Global X FDS 1.4% Added +10%
ABBV AbbVie Inc. 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
  • KCCA +584%
  • ICLN +248%
  • GRID +173%
  • IEFA +54%
arrow_downwardTrimmed
  • AAPL −23%
  • IPAY −16%
  • NVDA −12%
  • IBB −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist