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

Stokes Family Office, LLC

$969M in tracked AUM across 276 positions as of Q1 2026.

SF
CIK 0001802278 · last filed Mar 31, 2026
Total AUM
$969M
as of Q1 2026
Holdings
276
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$969M▼ 11.4%
276 positionsView →2025Q4Dec 31
$1.1B▲ 171.3%
310 positionsView →2025Q3Sep 30
$403M▼ 57.7%
120 positionsView →2025Q2Jun 30
$953M▲ 7.1%
234 positionsLocked2025Q1Mar 31
$890M▼ 5.0%
234 positionsLocked2024Q4Dec 31
$936M▲ 2.4%
244 positionsLocked2024Q3Sep 30
$914M▲ 7.2%
227 positionsLocked2024Q2Jun 30
$853M▲ 6.5%
223 positionsLocked2024Q1Mar 31
$800M▲ 8.1%
222 positionsLocked2023Q4Dec 31
$740M▼ 13.1%
221 positionsLocked2023Q3Sep 30
$852M▼ 1.6%
341 positionsLocked2023Q2Jun 30
$865M▲ 7.8%
329 positionsLocked
Showing 12 of 26