Biltmore Wealth Management, LLC
All 13F Filings
- Location
- Tempe, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 322,865
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 59 | 322,865 | 13F-HR | Biltmore Wealth Management, LLC |
| Q2 2026 | 7/21/2026 | 58 | 320,386 | 13F-HR | Biltmore Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 60 | 281,198 | 13F-HR | Biltmore Wealth Management, LLC |
| Q4 2025 | 1/16/2026 | 59 | 264,940 | 13F-HR | Biltmore Wealth Management, LLC |
| Q3 2025 | 10/22/2025 | 58 | 261,976 | 13F-HR | Biltmore Wealth Management, LLC |
| Q2 2025 | 7/9/2025 | 58 | 247,061 | 13F-HR | Biltmore Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.79 K | 9.8% | 458 | 0 | 458 |
| ETFs | 291.1 K | 90.2% | 2.015 K | 0 | 2.015 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
322,865
Holdings
59
QoQ value change ($000)
2,479
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.