Data as of Q4 2025 (Dec 31, 2025)

Stokes Family Office, LLC

โ€ขCIK: 1802278โ€ขFiling: 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

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

๐Ÿšช Exited Positionssold since Q3 2025

VIG
VANGUARD SPECIALIZED FUNDS
SOLD
$94.8M
AAPL
APPLE INC
SOLD
$57.6M
IVW
ISHARES TR
SOLD
$30.3M
MSFT
MICROSOFT CORP
SOLD
$29.9M
SCHR
SCHWAB STRATEGIC TR
SOLD
$28.0M
+260 more exited positions

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023