Biltmore Family Office, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 760,946
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 333 | 760,946 | 13F-HR | Biltmore Family Office, LLC |
| 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 | 476.6 K | 62.6% | 32.45 K | 0 | 32.45 K |
| ETFs | 284 K | 37.3% | 12.96 K | 0 | 12.96 K |
| Debt | 360 | 0.0% | 0 | 9 | -9 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
760,946
Holdings
333
QoQ value change ($000)
45,424
(6.3%)
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.