Biltmore Wealth Management, LLC - Portfolio overview

Biltmore Wealth Management, LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. XLI - SELECT SECTOR SPDR TR, 12.23%
2. XLK - SELECT SECTOR SPDR TR, 10.31%
3. XLV - SELECT SECTOR SPDR TR, 9.09%

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

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