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Portfolio (Quarterly) Guide ↗

Biltmore Family Office, LLC

· CIK 0001731123
13F Portfolio $724M AUM 331 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 51 New 121 Added 36 Reduced 8 Exited
Page 11 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ITA ISHARES TR 1,299.0 $279K 0.04% $214.69 +11.3%
202 VCSH VANGUARD SCOTTSDALE FDS 3,484.0 $278K 0.04% +491.0 +16.4% $79.72 -1.1%
203 VLYPN VALLEY NATL BANCORP Financial Services 23,029.0 $272K 0.04% $11.79 +118.6%
204 EPP ISHARES INC 5,178.0 $261K 0.04% $50.47 +6.9%
205 TEL TE CONNECTIVITY PLC Technology 1,141.0 $260K 0.04% NEW $227.51 -4.3%
206 NOC NORTHROP GRUMMAN CORP Industrials 440.0 $251K 0.04% +75.0 +20.6% $570.21 -8.5%
207 CINF CINCINNATI FINL CORP Financial Services 1,510.0 $248K 0.03% $164.19 +3.7%
208 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,685.0 $245K 0.03% $91.21 -4.8%
209 MO ALTRIA GROUP INC Consumer Defensive 4,087.0 $240K 0.03% NEW $58.71 +17.7%
210 SCHA SCHWAB STRATEGIC TR 8,148.0 $232K 0.03% -192.0 -2.3% $28.48 +23.6%
211 Q QNITY ELECTRONICS INC Technology 2,825.0 $231K 0.03% NEW $81.65 +107.0%
212 HDV ISHARES TR 1,871.0 $228K 0.03% NEW $121.61 -77.8%
213 CTVA CORTEVA INC Basic Materials 3,379.0 $226K 0.03% $67.03 +17.2%
214 DD DUPONT DE NEMOURS INC Basic Materials 5,620.0 $226K 0.03% $40.20 +18.7%
215 SOLV SOLVENTUM CORP Healthcare 2,850.0 $226K 0.03% -243.0 -7.9% $79.24 -4.8%
216 SHW SHERWIN WILLIAMS CO Basic Materials 688.0 $223K 0.03% NEW $324.03 -1.0%
217 AXP AMERICAN EXPRESS CO Financial Services 602.0 $223K 0.03% -12.0 -1.9% $369.95 -8.6%
218 CSX CSX CORP Industrials 6,114.0 $222K 0.03% +239.0 +4.1% $36.25 +25.9%
219 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 9,791.0 $221K 0.03% $22.61 +37.5%
220 SOUTHSTATE BK CORP 2,336.0 $220K 0.03% $94.11
Page 11 of 17  ·  331 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.3%
Financial Services 27.6%
Healthcare 6.6%
Industrials 5.9%
Communication Services 5.1%
Consumer Defensive 3.0%
Consumer Cyclical 2.9%
Utilities 1.2%
Energy 1.2%
Real Estate 0.2%