13F filer

Biltmore Family Office

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1731123 SEC filings ↗

13F Value

$760.9M

Positions

333

Top Position

AAPL23.6%

Top 5

38.6%

Latest filing changes

vs Mar 31, 2026

1 BRK.B Berkshire Hathaway Class B +31.6%+$3.7M

2 KLAC KLA +650.5%+$610K

3 RSP Invesco S&P 500 Equal Weight ETF +1.1%+$310K

4 FIGR Figure Technology Solutio +29.1%+$238K

5 TSLA Tesla +22.5%+$217K

Holdings333

#
1	AAPL Apple	23.6%	$179.3M	-9.9%	619.6K	24.4%	Common Stock
2	IAU iShares Gold Trust Filing details 464285204 Jun 30, 2026 645,613 reported quantity $48,750,218 reported value	6.4%	$48.8M	-2.5%	645.6K	8.2%	ETF
3	RSP Invesco S&P 500 Equal Weight ETF	3.9%	$29.4M	+1.1%	138.0K	3.7%	ETF
4	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.5%	$19.1M	-4.0%	25.6K	2.4%	ETF
5	ROBO ROBO Global(R) Robotics and Automation Index ETF	2.3%	$17.3M	-0.4%	202.1K	1.9%	ETF
6	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	2.1%	$16.2M	-0.2%	47.0K	2.0%	ETF
7	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 30,465 reported quantity $15,244,562 reported value	2.0%	$15.2M	+31.6%	30.5K	1.6%	Common Stock
8	MSFT Microsoft	1.6%	$12.5M	-2.2%	33.5K	1.8%	Common Stock
9	ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF	1.5%	$11.3M	-3.1%	201.0K	1.3%	ETF
10	DELL Dell Technologies	1.4%	$10.4M	-12.3%	24.0K	0.6%	Common Stock
11	BCFN Baron Financials ETF	1.4%	$10.3M	-5.1%	485.7K	1.5%	ETF
12	ABBV AbbVie	1.2%	$9.3M	-0.5%	37.1K	1.1%	Common Stock
13	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 23,029 reported quantity $8,229,874 reported value	1.1%	$8.2M	-6.1%	23.0K	1.0%	Common Stock
14	GS Goldman Sachs Group	1.1%	$8.2M	-4.4%	8.1K	1.0%	Common Stock
15	GOOG Alphabet Class C	1.1%	$8.2M	-0.1%	23.2K	0.9%	Common Stock
16	BUG Global X Cybersecurity ETF	1.1%	$8.0M	-12.7%	210.7K	0.8%	ETF
17	MRK Merck	1.0%	$7.8M	+0.0%	60.4K	1.0%	Common Stock
18	BAC Bank of America	1.0%	$7.8M	-3.3%	136.8K	1.0%	Common Stock
19	PHYS Sprott Asset Management	1.0%	$7.6M	-8.5%	251.7K	1.4%	Trust
20	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.0%	$7.4M	-3.1%	47.0K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing13

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.