Biltmore Family Office, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 715,522
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 325 | 715,522 | 13F-HR | Biltmore Family Office, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 444.1 K | 62.1% | 0 | 117.7 K | -117.7 K |
| ETFs | 271 K | 37.9% | 108.8 K | 0 | 108.8 K |
| Debt | 369 | 0.1% | 37 | 0 | 37 |
| Other | 0 | 0.0% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
715,522
Holdings
325
QoQ value change ($000)
-8,855
(-1.2%)
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.