DOSSIER · 13F-HR · Q1 2026

Biltmore Family Office, LLC

$716M in tracked AUM across 325 positions as of Q1 2026.

BF
CIK 0001731123 · last filed Mar 31, 2026
Total AUM
$716M
as of Q1 2026
Holdings
325
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Biltmore Family Office, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$175M688K24.4%
02
IAU
ISHARES GOLD TR
$58M662K8.2%
03
RSP
INVESCO EXCHANGE TRADED FD T
$26M137K3.7%
04
SPY
STATE STR SPDR S&P 500 ETF T
$17M27K2.4%
05
VV
VANGUARD INDEX FDS
$14M47K2.0%
06
ROBO
EXCHANGE TRADED CONCEPTS TRU
$14M203K1.9%
07
MSFT
MICROSOFT CORP
$13M34K1.8%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$11M23K1.6%
09
BCFN
BARON ETF TR
$11M512K1.5%
10
PHYS
SPROTT ASSET MANAGEMENT LP
$10M275K1.4%

Filing history

2026Q1Mar 31
$716M 1.2%
325 positionsView →
2025Q4Dec 31
$724M 3.1%
331 positionsView →
2025Q3Sep 30
$703M 18.7%
288 positionsView →
2025Q2Jun 30
$592M 0.9%
281 positionsLocked
2025Q1Mar 31
$587M 1.5%
269 positionsLocked
2024Q4Dec 31
$595M 1.8%
264 positionsLocked
2024Q3Sep 30
$585M 7.6%
270 positionsLocked
2024Q2Jun 30
$543M 7.0%
249 positionsLocked
2024Q1Mar 31
$508M 4.5%
236 positionsLocked
2023Q4Dec 31
$486M 10.1%
230 positionsLocked
2023Q3Sep 30
$441M 6.8%
240 positionsLocked
2023Q2Jun 30
$473M 0.4%
227 positionsLocked
Showing 12 of 32