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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 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLACKROCK ETF TRUST 344,971.0 $11.1M 1.15% NEW $32.15
22 BERKSHIRE HATHAWAY INC DEL 23,146.0 $11.1M 1.15% -3K -10.4% $479.20
23 BAI BLACKROCK ETF TRUST 336,584.0 $11.1M 1.15% +4K +1.3% $32.95 +61.5%
24 QVAL EA SERIES TRUST 210,680.0 $11.0M 1.13% -24K -10.1% $52.14 +6.3%
25 IEFA ISHARES TR 119,175.0 $10.8M 1.11% -903.0 -0.8% $90.53 +7.5%
26 GOVT ISHARES TR 469,700.0 $10.8M 1.11% +370K +373.3% $22.91 -0.7%
27 AVUV AMERICAN CENTY ETF TR 96,802.0 $10.7M 1.10% -9K -8.5% $110.47 +10.4%
28 INTF ISHARES TR 270,110.0 $10.5M 1.09% -10K -3.4% $38.96 +5.8%
29 BOXX EA SERIES TRUST 90,178.0 $10.5M 1.08% -18K -16.4% $116.29 +0.7%
30 BNDX VANGUARD CHARLOTTE FDS 210,172.0 $10.1M 1.04% -8K -3.6% $48.05 +0.6%
31 AMZN AMAZON COM INC Consumer Cyclical 47,486.0 $9.9M 1.02% -1K -2.1% $208.27 +17.3%
32 GOOGL ALPHABET INC Communication Services 31,316.0 $9.0M 0.93% -4K -10.7% $287.56 +28.0%
33 THRO BLACKROCK ETF TRUST 248,512.0 $9.0M 0.93% -21K -7.7% $36.22 +19.4%
34 TLH ISHARES TR 87,416.0 $8.8M 0.91% -12K -12.1% $100.72 -0.2%
35 FRDM EA SERIES TRUST 146,583.0 $8.0M 0.83% -71K -32.7% $54.65 +39.2%
36 SHLD GLOBAL X FDS 112,996.0 $8.0M 0.83% +24K +27.5% $70.84 -12.1%
37 VOO VANGUARD INDEX FDS 13,083.0 $7.8M 0.81% $597.55 +15.2%
38 XOM EXXON MOBIL CORP Energy 44,264.0 $7.5M 0.78% -3K -5.9% $169.66 -18.8%
39 BINC BLACKROCK ETF TRUST II 142,213.0 $7.4M 0.76% -23K -14.0% $51.93 +0.7%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 42,425.0 $7.0M 0.72% -7K -13.4% $165.34 +7.9%
Page 2 of 14  ·  276 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%