Biltmore Family Office, LLC - Portfolio overview

Biltmore Family Office, LLC has 339 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 23.35%
2. IAU - ISHARES GOLD TR, 7.81%
3. AVDX - AVIDXCHANGE HOLDINGS INC, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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