StockDriftsStockDriftsTop 50 Stokes Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 6.86% | 248.5K | $58.8M | -29.83%(-105.63K) | $133.30(+83.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.1% | 180.9K | $52.4M | -7.20%(-14.04K) | $81.73(+273.63%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.44% | 83.4K | $29.5M | -21.79%(-23.23K) | $114.26(+199.90%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.82% | 175.8K | $24.2M | -24.67%(-57.60K) | $81.09(+74.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.43% | 56.4K | $20.9M | -4.19%(-2.46K) | $163.85(+133.97%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.36% | 437.7K | $20.2M | -23.84%(-137.04K) | $47.58(-4.47%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.21% | 279.0K | $19.0M | -26.25%(-99.32K) | $42.59(+64.73%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.14% | 111.5K | $18.3M | -21.64%(-30.79K) | $74.77(+127.13%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.98% | 74.7K | $17.0M | -38.37%(-46.52K) | $190.71(+24.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.89% | 43.4K | $16.2M | -5.84%(-2.69K) | $266.23(+82.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.08% | +52.39% | +7.98% | +46.78% |
| Top 20 Holdings Unweighted | +15.20% | +52.87% | +7.25% | +41.91% |
Stokes Family Office LLC reports $857.57M in US-listed equity holdings across 272 positions in its most recent 13F filing. Its largest disclosed positions are VIG (6.9%), AAPL (6.1%) and GOOG (3.4%). The top 20 holdings account for 45% of reported assets. Its disclosed equity book has returned +52.39% 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 Stokes Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802278). View Stokes Family Office LLC’s 13F filings on SEC