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Home > Institutional Investor > Biltmore Family Office, Llc > Profile

Instuitional Investor - Biltmore Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Biltmore Family Office, Llc
Portfolio Value $702,797,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 747,692 $190,384,770 27.09%
2.
Ishares Trust
 IAU 713,579 $51,924,642 7.39%
3.
Avidxchange Holdings Inc.
 AVDX 2,984,149 $29,692,278 4.22%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 95,292 $18,076,917 2.57%
5.
Microsoft Corp
 MSFT 31,934 $16,540,341 2.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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