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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 $595,464,154
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 760,075 $190,337,977 31.96%
2.
Ishares Trust
 IAU 724,566 $35,873,271 6.02%
3.
Avidxchange Holdings Inc.
 AVDX 2,984,149 $30,856,095 5.18%
4.
Vanguard Index Fds
 52,523 $14,165,417 2.37%
5.
Microsoft Corp
 MSFT 33,027 $13,921,002 2.33%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)