Stokes Family Office, LLC
โขCIK: 1802278โขFiling: Q4 2025
**Stokes Family Office, LLC** manages $1.1B across a diversified portfolio of 265 positions. The strategy exhibits significant allocations to established technology and dividend-growth names, evidenced by top holdings including VIG ($94.8M) and AAPL ($57.6M). Further concentration is visible in core tech names such as MSFT ($29.9M) and GOOG ($23.9M), alongside broad market exposure via IVW ($30.3M) and ITOT ($24.8M). This structure suggests a focus on quality, income generation, and large-cap secular growth trends.
Total AUM
$0
QoQ Performance
-100.0%
Positions
0
Top 10 Concentration
0.0%
Latest Filing
Q4 2025
Top Holdings Allocation
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
๐ช Exited Positionssold since Q3 2025
+260 more exited positions
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023