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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 $591,933,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 756,607 $155,233,100 26.22%
2.
Ishares Trust
 IAU 702,089 $43,782,274 7.4%
3.
Avidxchange Holdings Inc.
 AVDX 2,984,149 $29,214,814 4.94%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 93,084 $16,917,134 2.86%
5.
Microsoft Corp
 MSFT 32,206 $16,019,792 2.71%
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)