Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Biltmore Family Office, LLC (CIK 1731123) reported $715.5M across 321 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($174.6M, 24.40%), IAU ($58.4M, 8.16%), RSP ($26.2M, 3.66%), SPY ($17.4M, 2.43%), VV ($14.1M, 1.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $174.6M | 24.40% | 687,932 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $58.4M | 8.16% | 662,025 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $26.2M | 3.66% | 136,577 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $17.4M | 2.43% | 26,620 | Added |
| 5 | VV | VANGUARD INDEX FDS | $14.1M | 1.97% | 47,074 | Trimmed |
| 6 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $13.9M | 1.94% | 202,951 | Added |
| 7 | MSFT | MICROSOFT CORP | $12.7M | 1.77% | 34,258 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.1M | 1.55% | 23,147 | Added |
| 9 | BARON ETF TR | $10.7M | 1.49% | 511,652 | Trimmed | |
| 10 | PHYS | SPROTT ASSET MANAGEMENT LP | $9.7M | 1.36% | 274,990 | Trimmed |
| 11 | ROBT | FIRST TR EXCHANGE TRADED FD | $9.6M | 1.34% | 207,529 | Added |
| 12 | ABBV | ABBVIE INC | $8.1M | 1.13% | 37,284 | Added |
| 13 | META | META PLATFORMS INC | $7.3M | 1.02% | 12,774 | Added |
| 14 | MRK | MERCK & CO INC | $7.3M | 1.02% | 60,441 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $7.2M | 1.00% | 48,446 | Added |
| 16 | GS | GOLDMAN SACHS GROUP INC | $7.2M | 1.00% | 8,471 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $7.1M | 0.99% | 24,535 | Trimmed |
| 18 | BAC | BANK AMERICA CORP | $6.9M | 0.96% | 141,525 | Added |
| 19 | MBSF | VALUED ADVISERS TR | $6.7M | 0.94% | 264,127 | Trimmed |
| 20 | GOOG | ALPHABET INC | $6.7M | 0.93% | 23,190 | Trimmed |
| 21 | BUG | GLOBAL X FDS | $6.1M | 0.85% | 241,243 | Added |
| 22 | SHY | ISHARES TR | $6.0M | 0.84% | 72,823 | Added |
| 23 | MUB | ISHARES TR | $5.9M | 0.83% | 55,847 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $5.9M | 0.82% | 33,678 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $5.8M | 0.81% | 65,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31