Biltmore Family Office, LLC
•CIK: 1731123•Filing: Q4 2025
**Biltmore Family Office, LLC** manages $724M across a diversified portfolio of 331 positions. The strategy exhibits significant concentration in technology and broad market exposure, highlighted by the $187.5M allocation to AAPL. Notable holdings also include substantial positions in IAU* ($53.8M) and SPY ($17.3M), indicating a focus on tangible assets and core equity indices. The portfolio's structure suggests a blend of large-cap technology conviction and systematic market exposure.
Total AUM
$724.4M
QoQ Performance
+3.1%
Positions
180
Top 10 Concentration
50.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
IAU*
AAPL25.9%
IAU*7.4%
RSP3.0%
SPY2.4%
MSFT2.2%
VV2.2%
ROBO1.9%
BCFN1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.3%
Technology34.8%
Financial6.7%
Healthcare4.5%
ETF3.8%
Consumer1.9%
Industrial1.6%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+93 more exited positions
Changes from Q3 2025
NEW10 new positions
↑114 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023