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Home > Institutional Investor > Biltmore Family Office, Llc > Profile

Instuitional Investor - Biltmore Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Biltmore Family Office, Llc
Portfolio Value $724,376,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 689,512 $187,450,647 25.88%
2.
Ishares Trust
 IAU 663,221 $53,833,609 7.43%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 114,039 $21,845,381 3.02%
4.
Spdr S & P 500 Etf Trust
 SPY 25,263 $17,276,139 2.38%
5.
Microsoft Corp
 MSFT 33,298 $16,103,361 2.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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