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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VDE VANGUARD WORLD FD 4,000.0 $692K 0.07% +490.0 +14.0% $173.04 -12.3%
22 IBCA ISHARES TR 26,000.0 $667K 0.07% +4K +18.2% $25.64 -0.4%
23 VO VANGUARD INDEX FDS 2,069.0 $594K 0.06% +33.0 +1.6% $287.13 -72.1%
24 FCX FREEPORT MCMORAN INC Basic Materials 9,839.0 $578K 0.06% +85.0 +0.9% $58.78 +16.8%
25 QQQ INVESCO QQQ TR Financial Services 786.0 $454K 0.05% +21.0 +2.8% $577.22 +28.3%
26 IVAL EA SERIES TRUST 11,887.0 $404K 0.04% +3K +32.1% $33.96 +3.7%
27 IWM ISHARES TR 1,572.0 $390K 0.04% +70.0 +4.7% $248.00 +19.2%
28 VB VANGUARD INDEX FDS 1,145.0 $300K 0.03% +73.0 +6.8% $261.92 +13.2%
29 SID COMPANHIA SIDERURGICA NACION Basic Materials 160,000.0 $198K 0.02% +80K +100.0% $1.24 -16.9%
Page 2 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%