Biltmore Family Office, LLC Top Holdings and 13F Report (2025) About Biltmore Family Office, LLCInvestment ActivityBiltmore Family Office, LLC has $586.68 million in total holdings as of March 31, 2025.Biltmore Family Office, LLC owns shares of 269 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 0.93% of the portfolio was sold this quarter.This quarter, Biltmore Family Office, LLC has purchased 264 new stocks and bought additional shares in 59 stocks.Biltmore Family Office, LLC sold shares of 44 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $169,610,262iShares Gold Trust $42,422,891AvidXchange $25,305,579SPDR S&P 500 ETF Trust $13,695,862Vanguard Large-Cap ETF $13,387,899 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $1,555,048 Holding025537101 - American Electric Power $343,108 Holding67103H107 - O'Reilly Automotive $223,482 Holding22052L104 - Corteva $212,640 Holding74834L100 - Quest Diagnostics $209,639 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,562 shares (about $3.12M)Invesco S&P 500 Equal Weight ETF 11,477 shares (about $1.99M)TJX Companies 16,000 shares (about $1.95M)SPDR Gold MiniShares Trust 25,126 shares (about $1.56M)Equifax 5,750 shares (about $1.40M) Largest Sales this Quarter iShares National Muni Bond ETF 7,709 shares (about $812.83K)Vanguard Short-Term Bond ETF 5,311 shares (about $415.74K)iShares Core MSCI EAFE ETF 4,559 shares (about $344.89K)iShares Gold Trust 5,046 shares (about $297.51K)iShares MSCI EAFE ETF 2,549 shares (about $208.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBiltmore Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$169,610,262$774,789 ▲0.5%763,56328.9%Computer and TechnologyIAUiShares Gold Trust$42,422,891$297,512 ▼-0.7%719,5207.2%FinanceAVDXAvidXchange$25,305,5790.0%2,984,1494.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,695,862$3,118,660 ▲29.5%24,4262.3%FinanceVVVanguard Large-Cap ETF$13,387,899$112,065 ▼-0.8%52,0872.3%ETFMSFTMicrosoft$13,239,035$840,884 ▲6.8%35,2672.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$11,594,821$1,988,164 ▲20.7%66,9332.0%ETFROBOROBO Global Robotics & Automation ETF$10,480,692$106,502 ▼-1.0%203,5091.8%ETFBRK.BBerkshire Hathaway$8,040,769$467,065 ▲6.2%15,0981.4%FinanceVALUED ADVISERS TR$7,568,012$269,321 ▲3.7%297,3021.3%REGAN FLTG RATEABBVAbbVie$7,217,256$503,262 ▲7.5%34,4471.2%MedicalSPROTT PHYSICAL GOLD TR$7,205,366$20,018 ▼-0.3%299,4751.2%UNITAONAON$6,724,667$199,545 ▼-2.9%16,8501.1%FinanceVYMVanguard High Dividend Yield ETF$5,948,553$78,021 ▲1.3%46,1271.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,941,165$79,669 ▼-1.3%71,8141.0%ManufacturingEFXEquifax$5,754,349$1,400,470 ▲32.2%23,6261.0%Business ServicesMUBiShares National Muni Bond ETF$5,682,436$812,831 ▼-12.5%53,8931.0%ETFROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$5,474,799$155,238 ▲2.9%134,6150.9%ManufacturingMRKMerck & Co., Inc.$5,276,876$253,487 ▲5.0%58,2880.9%MedicalBUGGlobal X Cybersecurity ETF$5,124,753$2,134 ▲0.0%158,4650.9%ManufacturingFTAIFTAI Aviation$4,955,255$5,329 ▼-0.1%44,6300.8%AerospaceADPAutomatic Data Processing$4,685,727$521,728 ▲12.5%15,2680.8%Business ServicesPGProcter & Gamble$4,332,069$170,420 ▲4.1%25,4200.7%Consumer StaplesABTAbbott Laboratories$4,237,581$333,610 ▲8.5%31,9460.7%MedicalAMZNAmazon.com$3,948,846$59,932 ▼-1.5%20,7550.7%Retail/WholesalePEPPepsiCo$3,893,342$14,994 ▲0.4%25,9660.7%Consumer StaplesVOOVanguard S&P 500 ETF$3,863,684$643,947 ▲20.0%7,5180.7%ETFJPMJPMorgan Chase & Co.$3,812,243$380,219 ▲11.1%15,5410.6%FinanceVTIVanguard Total Stock Market ETF$3,668,5640.0%13,3480.6%ETFGOOGAlphabet$3,609,0690.0%23,1010.6%Computer and TechnologyVNQVanguard Real Estate ETF$3,579,227$188,957 ▲5.6%39,5320.6%ETFNVDANVIDIA$3,497,638$4,227 ▼-0.1%32,2690.6%Computer and TechnologyGOOGLAlphabet$3,439,039$69,897 ▲2.1%22,2390.6%Computer and TechnologyJNJJohnson & Johnson$3,295,763$444,952 ▲15.6%19,8730.6%MedicalIJRiShares Core S&P Small-Cap ETF$3,293,640$53,435 ▼-1.6%31,4970.6%ETFXOMExxon Mobil$3,110,138$59,227 ▲1.9%26,1510.5%EnergyHDHome Depot$2,949,512$1,275,752 ▲76.2%8,0480.5%Retail/WholesaleIVViShares Core S&P 500 ETF$2,911,766$50,571 ▼-1.7%5,1820.5%ETFPNCThe PNC Financial Services Group$2,851,5170.0%16,2230.5%FinanceSOSouthern$2,829,4850.0%30,7720.5%UtilitiesINTUIntuit$2,816,372$13,508 ▼-0.5%4,5870.5%Computer and TechnologyLLYEli Lilly and Company$2,698,2480.0%3,2670.5%MedicalAFLAflac$2,697,8060.0%24,2630.5%FinanceIWFiShares Russell 1000 Growth ETF$2,657,6220.0%7,3600.5%ETFAMPLIFY ETF TR$2,566,548$31,447 ▼-1.2%48,2340.4%AMPLIFY DGTL PAYXVViShares ESG Select Screened S&P 500 ETF$2,404,4310.0%56,2010.4%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$2,376,729$51,950 ▼-2.1%69,4950.4%ETFQCOMQUALCOMM$2,288,2770.0%14,8970.4%Computer and TechnologyMMM3M$2,238,146$17,623 ▼-0.8%15,2400.4%Multi-Sector ConglomeratesTJXTJX Companies$2,214,202$1,948,800 ▲734.3%18,1790.4%Retail/WholesaleVVisa$2,211,254$84,105 ▲4.0%6,3100.4%Business ServicesUNPUnion Pacific$2,185,692$283,488 ▲14.9%9,2520.4%TransportationORCLOracle$2,114,3470.0%15,1230.4%Computer and TechnologyCSCOCisco Systems$2,060,6200.0%33,3920.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,029,967$8,169 ▲0.4%34,7890.3%ETFCATCaterpillar$1,991,9920.0%6,0400.3%IndustrialsEMREmerson Electric$1,966,613$306,992 ▲18.5%17,9370.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$1,892,914$344,888 ▼-15.4%25,0220.3%ETFMETAMeta Platforms$1,873,170$129,681 ▲7.4%3,2500.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,759,156$208,330 ▼-10.6%21,5240.3%FinanceWMTWalmart$1,714,749$12,323 ▲0.7%19,4810.3%Retail/WholesaleBACBank of America$1,647,705$37,724 ▲2.3%39,4850.3%FinanceIBMInternational Business Machines$1,625,2420.0%6,5360.3%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,621,7710.0%26,8150.3%ETFGLDMSPDR Gold MiniShares Trust$1,555,048$1,555,048 ▲New Holding25,1260.3%FinanceMAMastercard$1,533,092$53,168 ▼-3.4%2,7970.3%Business ServicesKOCoca-Cola$1,465,0050.0%20,3110.2%Consumer StaplesMCDMcDonald's$1,453,145$468,555 ▲47.6%4,6520.2%Retail/WholesaleVOVanguard Mid-Cap ETF$1,416,720$77,069 ▲5.8%5,4780.2%ETFXBISPDR S&P Biotech ETF$1,413,173$59,609 ▼-4.0%17,4250.2%ETFDUKDuke Energy$1,397,966$5,854 ▼-0.4%11,4620.2%UtilitiesALLAllstate$1,396,1500.0%6,7100.2%FinanceAVGOBroadcom$1,395,864$31,812 ▼-2.2%8,3370.2%Computer and TechnologyPHParker-Hannifin$1,312,9560.0%2,1600.2%IndustrialsCOSTCostco Wholesale$1,297,610$77,554 ▲6.4%1,3720.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,265,0090.0%6,5210.2%ETFXMHQInvesco S&P MidCap Quality ETF$1,240,323$22,882 ▼-1.8%13,5510.2%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,220,8590.0%31,2480.2%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$1,203,9620.0%32,0000.2%ETFCVXChevron$1,172,788$826,020 ▲238.2%7,0110.2%EnergyIBBiShares Biotechnology ETF$1,129,1010.0%8,8280.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,122,428$83,768 ▲8.1%22,0820.2%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,106,7000.0%37,2000.2%ETFYUMYum! Brands$1,095,0680.0%6,9590.2%Retail/WholesaleIDRViShares Self-Driving EV and Tech ETF$1,049,1080.0%35,8910.2%ETFFIPFTAI Infrastructure$1,018,324$2,944 ▲0.3%224,7960.2%FinanceBRBroadridge Financial Solutions$977,0100.0%4,0150.2%Business ServicesXLKTechnology Select Sector SPDR Fund$964,881$97,872 ▲11.3%4,6730.2%ETFIWCiShares Micro-Cap ETF$946,950$27,728 ▼-2.8%8,5380.2%ETFVBVanguard Small-Cap ETF$937,1160.0%4,2260.2%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$918,842$226 ▲0.0%8,1220.2%ETFDISWalt Disney$914,159$9,870 ▼-1.1%9,2620.2%Consumer DiscretionaryVGKVanguard FTSE Europe ETF$893,5630.0%12,7270.2%ETFMYFWFirst Western Financial$890,4590.0%45,3160.2%FinanceCLColgate-Palmolive$873,097$337,320 ▲63.0%9,3180.1%Consumer StaplesAMGNAmgen$854,582$11,839 ▼-1.4%2,7430.1%MedicalGSThe Goldman Sachs Group$839,101$1,639 ▲0.2%1,5360.1%FinanceBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceLOWLowe's Companies$783,185$396,490 ▲102.5%3,3580.1%Retail/WholesaleTMOThermo Fisher Scientific$756,5080.0%1,5190.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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