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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 $586,677,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 763,563 $169,610,262 28.91%
2.
Ishares Trust
 IAU 719,520 $42,422,891 7.23%
3.
Avidxchange Holdings Inc.
 AVDX 2,984,149 $25,305,579 4.31%
4.
Spdr S & P 500 Etf Trust
 SPY 24,426 $13,695,862 2.33%
5.
Vanguard Index Fds - LARGE CAP ETF
 52,087 $13,387,899 2.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)