Stokes Family Office, LLC

All 13F Filings

Location
New Orleans, LA
Most recent 13F
Q2 2026
Holdings value ($000)
857,571
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/11/2026 272 857,571 13F-HR Stokes Family Office, LLC
Q1 2026 5/11/2026 276 968,975 13F-HR Stokes Family Office, LLC
Q4 2025 2/18/2026 310 1,093,271 13F-HR Stokes Family Office, LLC
Q3 2025 11/14/2025 265 1,052,967 13F-HR Stokes Family Office, LLC
Q2 2025 8/6/2025 234 953,116 13F-HR Stokes Family Office, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 436.8 K 50.9% 11.06 K 0 11.06 K
ETFs 413.8 K 48.3% 0 123.5 K -123.5 K
Debt 6.96 K 0.8% 1.189 K 0 1.189 K
Other 0 0.0% 0 133 -133
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
857,571
Holdings
272
QoQ value change ($000)
-111,404 (-11.5%)
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.