Biltmore Family Office, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 751,560
- Description
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- Website
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- 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 | 11/3/2026 | 342 | 751,560 | 13F-HR | Biltmore Family Office, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 460 K | 61.2% | 0 | 16.61 K | -16.61 K |
| ETFs | 291.2 K | 38.7% | 7.238 K | 0 | 7.238 K |
| Debt | 343 | 0.0% | 0 | 17 | -17 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
751,560
Holdings
342
QoQ value change ($000)
-9,386
(-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.