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Portfolio (Quarterly) Guide ↗

Stokes Family Office, LLC

· CIK 0001802278
13F Portfolio $969M AUM 276 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 29 Added 182 Reduced 47 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 354,083.0 $76.1M 7.86% +11K +3.3% $215.06 +9.4%
2 BAI BLACKROCK ETF TRUST 336,584.0 $11.1M 1.15% +4K +1.3% $32.95 +61.5%
3 GOVT ISHARES TR 469,700.0 $10.8M 1.11% +370K +373.3% $22.91 -0.7%
4 SHLD GLOBAL X FDS 112,996.0 $8.0M 0.83% +24K +27.5% $70.84 -12.1%
5 BLK BLACKROCK INC Financial Services 5,672.0 $5.5M 0.56% +70.0 +1.2% $961.67 +9.2%
6 VOE VANGUARD INDEX FDS 22,183.0 $4.1M 0.42% +560.0 +2.6% $184.28 +6.3%
7 VYMI VANGUARD WHITEHALL FDS 38,317.0 $3.6M 0.37% +3K +7.8% $94.24 +5.3%
8 MUB ISHARES TR 32,864.0 $3.5M 0.36% +4K +15.2% $106.15 +1.1%
9 EDV VANGUARD WORLD FD 50,140.0 $3.3M 0.34% +11K +26.5% $64.95 +1.0%
10 IEMG ISHARES INC 42,357.0 $3.0M 0.30% +3K +7.1% $69.75 +22.8%
11 NRP NATURAL RESOURCE PARTNERS LP Energy 18,065.0 $2.2M 0.23% +560.0 +3.2% $121.00 -16.7%
12 VTV VANGUARD INDEX FDS 9,369.0 $1.8M 0.19% +51.0 +0.6% $196.21 +10.3%
13 UBER UBER TECHNOLOGIES INC Technology 22,514.0 $1.6M 0.17% +11K +101.2% $71.93 -0.4%
14 ET ENERGY TRANSFER L P Energy 73,790.0 $1.4M 0.15% +395.0 +0.5% $19.30 -2.8%
15 SYSB ISHARES TR 13,529.0 $1.2M 0.12% +76.0 +0.6% $89.00 -0.4%
16 EPD ENTERPRISE PRODS PARTNERS L Energy 30,085.0 $1.1M 0.12% +205.0 +0.7% $37.84 -3.3%
17 DGRO ISHARES TR 14,829.0 $1.0M 0.11% +475.0 +3.3% $70.18 +6.6%
18 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 209,189.0 $920K 0.10% +122K +139.6% $4.40 +30.7%
19 MELI MERCADOLIBRE INC Consumer Cyclical 520.0 $899K 0.09% +383.0 +279.6% $1729.02 -5.4%
20 IXUS ISHARES TR 9,363.0 $811K 0.08% +2K +26.5% $86.64 +11.9%
Page 1 of 2  ·  29 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 28.0%
Communication Services 13.6%
Financial Services 13.3%
Healthcare 10.6%
Consumer Defensive 9.1%
Energy 8.6%
Industrials 8.5%
Consumer Cyclical 6.8%
Utilities 0.7%
Basic Materials 0.4%