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.
Stokes Family Office, LLC (CIK 1802278) reported $969.0M across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($76.1M, 7.86%), AAPL ($49.5M, 5.11%), GOOG ($30.6M, 3.16%), IUSB ($26.5M, 2.74%), IVW ($26.4M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $76.1M | 7.86% | 354,083 | Added |
| 2 | AAPL | APPLE INC | $49.5M | 5.11% | 194,962 | Trimmed |
| 3 | GOOG | ALPHABET INC | $30.6M | 3.16% | 106,631 | Trimmed |
| 4 | IUSB | ISHARES TR | $26.5M | 2.74% | 574,741 | Trimmed |
| 5 | IVW | ISHARES TR | $26.4M | 2.72% | 233,437 | Trimmed |
| 6 | IVE | ISHARES TR | $25.6M | 2.64% | 121,242 | Trimmed |
| 7 | SCHR | SCHWAB STRATEGIC TR | $24.8M | 2.56% | 997,155 | Trimmed |
| 8 | DYNF | BLACKROCK ETF TRUST | $22.0M | 2.27% | 378,288 | Trimmed |
| 9 | ITOT | ISHARES TR | $20.3M | 2.09% | 142,304 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $18.9M | 1.95% | 58,889 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $17.0M | 1.76% | 46,059 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $14.3M | 1.47% | 48,478 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $13.8M | 1.42% | 56,297 | Trimmed |
| 14 | SPMB | SPDR SERIES TRUST | $13.5M | 1.39% | 602,665 | Trimmed |
| 15 | VYM | VANGUARD WHITEHALL FDS | $12.9M | 1.33% | 86,816 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $12.9M | 1.33% | 62,319 | Trimmed |
| 17 | EMGF | ISHARES INC | $12.6M | 1.30% | 208,302 | Trimmed |
| 18 | MTUM | ISHARES TR | $11.9M | 1.23% | 49,474 | Trimmed |
| 19 | QMOM | EA SERIES TRUST | $11.7M | 1.21% | 171,033 | Trimmed |
| 20 | FENI | FIDELITY COVINGTON TRUST | $11.6M | 1.19% | 310,721 | New |
| 21 | CORO | BLACKROCK ETF TRUST | $11.1M | 1.14% | 344,971 | New |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.1M | 1.14% | 23,146 | Trimmed |
| 23 | BAI | BLACKROCK ETF TRUST | $11.1M | 1.14% | 336,584 | Added |
| 24 | QVAL | EA SERIES TRUST | $11.0M | 1.13% | 210,680 | Trimmed |
| 25 | IEFA | ISHARES TR | $10.8M | 1.11% | 119,175 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31