Evid Invest
Holders — by stockHoldings — by fund

Biltmore Family Office, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001731123

$760.9M

disclosed book value

333

positions

23.6%

largest position share

Positions, as of 2026-06-30

top 100 of 333 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC619,638$179.3M23.6%
2IAUISHARES GOLD TR645,613$48.8M6.4%
3RSPINVESCO EXCHANGE TRADED FD T138,034$29.4M3.9%
4SPYSTATE STR SPDR S&P 500 ETF T25,556$19.1M2.5%
5ROBOEXCHANGE TRADED CONCEPTS TRU202,125$17.3M2.3%
6VVVANGUARD INDEX FDS46,994$16.2M2.1%
7BRK/BBERKSHIRE HATHAWAY INC DEL30,465$15.2M2%
8MSFTMICROSOFT CORP33,518$12.5M1.6%
9ROBTFIRST TR EXCHANGE TRADED FD200,992$11.3M1.5%
10DELLDELL TECHNOLOGIES INC23,990$10.4M1.4%
11BCFNBARON ETF TR485,680$10.3M1.4%
12ABBVABBVIE INC37,080$9.3M1.2%
13GOOGLALPHABET INC23,029$8.2M1.1%
14GSGOLDMAN SACHS GROUP INC8,102$8.2M1.1%
15GOOGALPHABET INC23,162$8.2M1.1%
16BUGGLOBAL X FDS210,707$8.0M1.1%
17MRKMERCK & CO INC60,446$7.8M1%
18BACBANK OF AMER CORP136,809$7.8M1%
19PHYSSPROTT ASSET MANAGEMENT LP251,740$7.6M1%
20VYMVANGUARD WHITEHALL FDS46,961$7.4M1%
21NVDANVIDIA CORPORATION34,210$6.8M0.9%
22METAMETA PLATFORMS INC11,769$6.6M0.9%
23VOOVANGUARD INDEX FDS9,522$6.5M0.9%
24MBSFVALUED ADVISERS TR251,828$6.5M0.8%
25VNQVANGUARD INDEX FDS65,448$6.3M0.8%
26LLYELI LILLY & CO4,948$5.9M0.8%
27FTAI AVIATION LTD21,387$5.8M0.8%
28JPMJPMORGAN CHASE & CO17,558$5.7M0.8%
29IJRISHARES TR37,825$5.6M0.7%
30SHYISHARES TR67,774$5.6M0.7%
31CATCATERPILLAR INC5,108$5.4M0.7%
32VTIVANGUARD INDEX FDS14,418$5.3M0.7%
33JNJJOHNSON & JOHNSON20,990$5.3M0.7%
34MUBISHARES TR47,079$5.1M0.7%
35VVISA INC14,118$4.8M0.6%
36AMZNAMAZON COM INC19,430$4.6M0.6%
37IVVISHARES TR5,517$4.1M0.5%
38RSPTINVESCO EXCHANGE TRADED FD T63,325$4.1M0.5%
39AVGOBROADCOM INC10,168$3.8M0.5%
40EFXEQUIFAX INC23,426$3.7M0.5%
41PGPROCTER & GAMBLE CO25,105$3.7M0.5%
42EXMOCEXXON MOBIL CORP26,353$3.6M0.5%
43IJHISHARES TR46,562$3.6M0.5%
44IWFISHARES TR28,464$3.5M0.5%
45PNCPNC FINL SVCS GROUP INC13,854$3.4M0.4%
46PEPPEPSICO INC24,979$3.4M0.4%
47ABTABBOTT LABORATORIES35,505$3.2M0.4%
48XVVISHARES TR56,201$3.2M0.4%
49ADPAUTOMATIC DATA PROCESSING IN13,583$3.1M0.4%
50XMHQINVESCO EXCHANGE TRADED FD T25,773$2.9M0.4%
51IEFAISHARES TR29,881$2.9M0.4%
52CSCOCISCO SYS INC24,522$2.9M0.4%
53AFLAFLAC INC24,363$2.9M0.4%
54SOSOUTHERN CO29,522$2.8M0.4%
55HDHOME DEPOT INC7,743$2.7M0.4%
56TJXTJX COS INC NEW17,672$2.7M0.4%
57EMREMERSON ELEC CO18,569$2.7M0.3%
58UNPUNION PAC CORP9,733$2.6M0.3%
59TSMTAIWAN SEMICONDUCTOR MANUFAC5,260$2.5M0.3%
60KOCOCA COLA CO30,677$2.5M0.3%
61MMM3M CO14,430$2.3M0.3%
62ASML HLDG NV1,155$2.3M0.3%
63GRIDFIRST TR EXCHANGE-TRADED FD11,655$2.2M0.3%
64EFAISHARES TR21,271$2.2M0.3%
65PHPARKER-HANNIFIN CORP2,228$2.2M0.3%
66DFUSDIMENSIONAL ETF TRUST25,915$2.1M0.3%
67LRCXLAM RESEARCH CORP4,890$2.1M0.3%
68WMTWALMART INC18,407$2.1M0.3%
69ORCLORACLE CORP14,111$2.1M0.3%
70IPAYAMPLIFY ETF TR44,004$2.0M0.3%
71APOAPOLLO GLOBAL MGMT INC17,104$2.0M0.3%
72XBISPDR SERIES TRUST12,470$2.0M0.3%
73DUKDUKE ENERGY CORP NEW14,429$1.8M0.2%
74XLKSELECT SECTOR SPDR TR9,250$1.8M0.2%
75VOVANGUARD INDEX FDS21,572$1.7M0.2%
76XJRISHARES TR32,000$1.7M0.2%
77IBBISHARES TR8,704$1.7M0.2%
78XJHISHARES TR31,248$1.6M0.2%
79ALLALLSTATE CORP6,710$1.6M0.2%
80VIGVANGUARD SPECIALIZED FUNDS6,771$1.6M0.2%
81SMHVANECK ETF TRUST2,400$1.6M0.2%
82MAMASTERCARD INCORPORATED3,031$1.6M0.2%
83AFRMAFFIRM HLDGS INC18,944$1.5M0.2%
84IDRVISHARES TR39,361$1.5M0.2%
85AON PLC4,423$1.5M0.2%
86MYFWFIRST WESTN FINL INC45,316$1.5M0.2%
87AHRAMERICAN HEALTHCARE REIT INC27,604$1.4M0.2%
88SLVISHARES SILVER TR26,000$1.4M0.2%
89COSTCOSTCO WHOLESALE CORPORATION1,474$1.4M0.2%
90WFCWELLS FARGO & CO16,075$1.3M0.2%
91CVXCHEVRON CORPORATION7,909$1.3M0.2%
92VBVANGUARD INDEX FDS4,226$1.3M0.2%
93VTRVENTAS INC14,155$1.3M0.2%
94ARKKARK ETF TR15,500$1.3M0.2%
95CDNSCADENCE DESIGN SYSTEM INC3,297$1.2M0.2%
96RSPHINVESCO EXCHANGE TRADED FD T37,200$1.2M0.2%
97MCDMCDONALDS CORP4,478$1.2M0.2%
98AMGNAMGEN INC3,264$1.2M0.2%
99TSLATESLA INC2,802$1.2M0.2%
100VGTVANGUARD WORLD FD9,731$1.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.