Stokes Capital Advisors, LLC
All 13F Filings
- Location
- Greenwood, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 455,466
- 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 | 10/9/2026 | 118 | 455,466 | 13F-HR | Stokes Capital Advisors, LLC |
| Q2 2026 | 7/22/2026 | 118 | 466,936 | 13F-HR | Stokes Capital Advisors, LLC |
| Q1 2026 | 4/23/2026 | 104 | 446,010 | 13F-HR/A - RESTATEMENT | Stokes Capital Advisors, LLC |
| Q1 2026 | 4/21/2026 | 104 | 446,010 | 13F-HR | Stokes Capital Advisors, LLC |
| Q4 2025 | 1/12/2026 | 80 | 437,860 | 13F-HR | Stokes Capital Advisors, LLC |
| Q3 2025 | 10/9/2025 | 68 | 429,819 | 13F-HR | Stokes Capital Advisors, LLC |
| Q2 2025 | 7/9/2025 | 67 | 408,425 | 13F-HR | Stokes Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 408.4 K | 89.7% | 82 | 0 | 82 |
| ETFs | 47.09 K | 10.3% | 0 | 11.54 K | -11.54 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
455,466
Holdings
118
QoQ value change ($000)
-11,470
(-2.5%)
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.