StockDriftsStockDriftsTop 50 Biltmore Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 23.56% | 619.6K | $179.3M | -9.93%(-68.29K) | $115.60(+164.16%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.41% | 645.6K | $48.8M | -2.48%(-16.41K) | $34.59(+139.90%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.86% | 138.0K | $29.4M | +1.07%(+1.46K) | $181.16(+22.41%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.51% | 25.6K | $19.1M | -4.00%(-1.06K) | $496.82(+56.06%) | 2026-06-30 | |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 2.28% | 202.1K | $17.3M | -0.41%(-826) | $46.27(+83.43%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 2.12% | 47.0K | $16.2M | -0.17%(-80) | $168.48(+111.61%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2% | 30.5K | $15.2M | +31.62%(+7.32K) | $391.25(+28.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.64% | 33.5K | $12.5M | -2.16%(-740) | $257.88(+88.48%) | 2026-06-30 | |
| ROBT | FIRST TR EXCHANGE TRADED FD | 1.49% | 201.0K | $11.3M | -3.15%(-6.54K) | $44.34(+37.07%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 1.36% | 24.0K | $10.4M | -12.34%(-3.38K) | $132.24(+262.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.12% | +69.05% | +12.23% | +78.09% |
| Top 20 Holdings Unweighted | +13.45% | +46.02% | +6.97% | +40.09% |
Biltmore Family Office LLC reports $760.95M in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (23.6%), IAU (6.4%) and RSP (3.9%). The top 20 holdings account for 58.14% of reported assets. Its disclosed equity book has returned +69.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Biltmore Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731123). View Biltmore Family Office LLC’s 13F filings on SEC