Biltmore Family Office, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 724,377
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 331 | 724,377 | 13F-HR | Biltmore Family Office, LLC |
| Q3 2025 | 10/31/2025 | 288 | 702,797 | 13F-HR | Biltmore Family Office, LLC |
| Q2 2025 | 8/1/2025 | 281 | 591,933 | 13F-HR | Biltmore Family Office, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 561.8 K | 77.6% | 0 | 448 | -448 |
| ETFs | 162.2 K | 22.4% | 22.05 K | 0 | 22.05 K |
| Debt | 332 | 0.0% | 0 | 2 | -2 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
724,377
Holdings
331
QoQ value change ($000)
21,580
(3.1%)
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.