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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 8 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWD ISHARES TR 2,711.0 $570K 0.08% +138.0 +5.4% $210.34 +15.1%
142 BMO BANK MONTREAL QUE Financial Services 4,360.0 $566K 0.08% $129.79 +31.6%
143 NHI NATIONAL HEALTH INVS INC Real Estate 7,041.0 $544K 0.07% NEW $77.29 -8.4%
144 IEMG ISHARES INC 8,089.0 $544K 0.07% +2K +22.8% $67.22 +27.4%
145 XSD SPDR SERIES TRUST 1,650.0 $531K 0.07% $321.60 +97.9%
146 PGR PROGRESSIVE CORP Financial Services 2,234.0 $509K 0.07% +631.0 +39.4% $227.72 -10.0%
147 DHR DANAHER CORPORATION Healthcare 2,215.0 $508K 0.07% +130.0 +6.2% $229.24 -22.7%
148 SUB ISHARES TR 4,680.0 $499K 0.07% $106.70 -0.1%
149 ICLN ISHARES TR 29,177.0 $479K 0.07% +6K +26.9% $16.43 +28.4%
150 AFRM AFFIRM HLDGS INC Technology 6,380.0 $475K 0.07% +53.0 +0.8% $74.43 -0.7%
151 ADI ANALOG DEVICES INC Technology 1,728.0 $469K 0.07% $271.20 +60.2%
152 CDNS CADENCE DESIGN SYSTEM INC Technology 1,495.0 $467K 0.07% NEW $312.58 +23.9%
153 VZ VERIZON COMMUNICATIONS INC Communication Services 11,443.0 $466K 0.06% +851.0 +8.0% $40.73 +11.4%
154 GE GE AEROSPACE Industrials 1,491.0 $460K 0.06% +103.0 +7.4% $308.46 +15.9%
155 RDDT REDDIT INC Communication Services 1,995.0 $459K 0.06% NEW $229.87 -23.9%
156 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,190.0 $456K 0.06% NEW $49.65 -28.3%
157 IJK ISHARES TR 4,674.0 $453K 0.06% $96.88 +19.4%
158 AMAT APPLIED MATLS INC Technology 1,730.0 $445K 0.06% +473.0 +37.6% $256.99 +140.1%
159 PFE PFIZER INC Healthcare 17,833.0 $444K 0.06% -429.0 -2.4% $24.90 +1.2%
160 KLAC KLA CORP Technology 364.0 $442K 0.06% NEW $1215.08 -78.6%
Page 8 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%