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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Stokes Family Office, LLC's latest available filing here is Q3 2025.
Stokes Family Office, LLC
•CIK: 1802278•Filing: Q3 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
$1.1B
QoQ Performance
+10.5%
Positions
177
Top 10 Concentration
35.3%
Latest Filing
Q3 2025
Top Holdings Allocation
VIG
AAPL
VIG9.0%
AAPL5.5%
IVW2.9%
MSFT2.8%
SCHR2.7%
DYNF2.6%
IUSB2.5%
ITOT2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.6%
Technology14.9%
Consumer3.4%
Financial3.0%
Healthcare2.8%
Energy2.7%
Consumer Staples1.7%
ETF1.7%
🚪 Exited Positionssold since Q2 2025
+38 more exited positions
Changes from Q2 2025
NEW9 new positions
↑117 increased
↓49 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022