account_balance
Investment manager · 13F filer · SEC CIK 1802278
Stokes Family Office, LLC
Reported value$808Mas of Sep 30, 2026
Positions267 16 new, 21 sold out
Top 10 weight35.0%AAPL alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
7.6%
VIGVanguard Specialized Funds
6.8%Trimmed −5%
GOOGAlphabet Inc
3.4%Trimmed −3%
IVWiShares Tr
2.8%Trimmed −8%
IUSBiShares Tr
2.8%Added +15%
MSFTMicrosoft Corp
2.7%
VTIVanguard Index FDS
2.6%Trimmed −2%
DYNFBlackRock ETF Trust
2.3%Trimmed −5%
ITOTiShares Tr
2.2%Trimmed −3%
IVEiShares Tr
1.8%Trimmed −16%
JNJJohnson & Johnson
1.6%
JPMJPMorgan Chase & Co
1.6%Trimmed −13%
AAPLApple Inc
7.6%
VIGVanguard Specialized Funds
6.8%Trimmed −5%
GOOGAlphabet Inc
3.4%Trimmed −3%
IVWiShares Tr
2.8%Trimmed −8%
IUSB2.8%MSFT2.7%VTI2.6%DYNF2.3%ITOT2.2%IVE1.8%JNJ1.6%JPM1.6%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 7.6% HeldVIG Vanguard Specialized Funds 6.8% Trimmed −5%GOOG Alphabet Inc 3.4% Trimmed −3%IVW iShares Tr 2.8% Trimmed −8%IUSB iShares Tr 2.8% Added +15%MSFT Microsoft Corp 2.7% HeldVTI Vanguard Index FDS 2.6% Trimmed −2%DYNF BlackRock ETF Trust 2.3% Trimmed −5%ITOT iShares Tr 2.2% Trimmed −3%IVE iShares Tr 1.8% Trimmed −16%JNJ Johnson & Johnson 1.6% HeldJPM JPMorgan Chase & Co 1.6% Trimmed −13%
What changed