13F Insight
DOSSIER · 13F-HR · Q1 2026

Stokes Family Office, LLC

Stokes Family Office's asset manager based in Greenwich, CT — $969M in tracked AUM across 276 positions as of Q1 2026.

SF
Stokes Family Office·Greenwich, CT·Asset Manager
CIK 0001802278 · last filed Mar 31, 2026
Total AUM
$969M
▲ 0.1%
vs prior
Holdings
276
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stokes 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
VIG
VANGUARD SPECIALIZED FUNDS
$76M354K7.9%
02
AAPL
APPLE INC
$49M195K5.1%
03
GOOG
ALPHABET INC
$31M107K3.2%
04
IUSB
ISHARES TR
$27M575K2.7%
05
IVW
ISHARES TR
$26M233K2.7%
06
IVE
ISHARES TR
$26M121K2.6%
07
SCHR
SCHWAB STRATEGIC TR
$25M997K2.6%
08
DYNF
BLACKROCK ETF TRUST
$22M378K2.3%
09
ITOT
ISHARES TR
$20M142K2.1%
10
VTI
VANGUARD INDEX FDS
$19M59K1.9%

Filing history

Filing history loading…