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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 5 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IDRV ISHARES TR 38,361.0 $1.5M 0.20% +3K +8.3% $37.93 +6.5%
82 XMHQ INVESCO EXCHANGE TRADED FD T 13,977.0 $1.4M 0.20% -490.0 -3.4% $102.42 +8.1%
83 MCD MCDONALDS CORP Consumer Cyclical 4,673.0 $1.4M 0.20% +389.0 +9.1% $305.63 -8.8%
84 ALL ALLSTATE CORP Financial Services 6,710.0 $1.4M 0.19% $209.15 +5.7%
85 XJH ISHARES TR 31,248.0 $1.4M 0.19% $44.65 +14.6%
86 XJR ISHARES TR 32,000.0 $1.4M 0.19% $42.58 +19.1%
87 COST COSTCO WHSL CORP NEW Consumer Defensive 1,471.0 $1.3M 0.17% +90.0 +6.5% $862.34 +10.3%
88 CVX CHEVRON CORP NEW Energy 8,276.0 $1.3M 0.17% +1K +19.7% $152.40 +13.9%
89 HON HONEYWELL INTL INC Industrials 6,356.0 $1.2M 0.17% +3K +106.7% $195.09 +17.4%
90 MYFW FIRST WESTN FINL INC Financial Services 45,316.0 $1.2M 0.17% $26.81 +14.0%
91 ARKK ARK ETF TR 15,500.0 $1.2M 0.17% $76.92 +4.3%
92 RSPH INVESCO EXCHANGE TRADED FD T 37,200.0 $1.2M 0.16% $31.85 -1.1%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,988.0 $1.2M 0.16% +407.0 +25.7% $579.88 -19.9%
94 VEA VANGUARD TAX-MANAGED FDS 17,876.0 $1.1M 0.15% -1K -7.3% $62.47 +15.8%
95 VGK VANGUARD INTL EQUITY INDEX F 13,239.0 $1.1M 0.15% +512.0 +4.0% $83.61 +5.6%
96 YUM YUM BRANDS INC Consumer Cyclical 7,270.0 $1.1M 0.15% +633.0 +9.5% $151.28 +0.5%
97 VB VANGUARD INDEX FDS 4,226.0 $1.1M 0.15% $257.95 +14.9%
98 TSLA TESLA INC Consumer Cyclical 2,400.0 $1.1M 0.15% +135.0 +6.0% $449.72 -10.9%
99 FIP FTAI INFRASTRUCTURE INC Industrials 227,294.0 $1.0M 0.14% +1K +0.6% $4.61 +4.3%
100 SMH VANECK ETF TRUST 2,850.0 $1.0M 0.14% $360.13 +83.2%
Page 5 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%