• 13F History

Biltmore Family Office, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$595M
Signature - Title
Christopher H. A. Cecil - President/Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Biltmore Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Biltmore Family Office, LLC reported 264 stock holdings with total value $595M as of Q4 2024. Top holdings included AAPL, IAU, AVDX, VV, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 264 $595M +$21.6M -$28.4M -$6.82M AAPL, IAU, AVDX, VV, MSFT 13F-HR 2/12/2025, 05:05 PM
Q3 2024 270 $585M +$22.5M -$9.4M +$13.1M AAPL, IAU, AVDX, VV, MSFT 13F-HR 11/12/2024, 09:41 AM
Q2 2024 249 $543M +$18.3M -$12.1M +$6.17M AAPL, AVDX, IAU, MSFT, VV 13F-HR 8/7/2024, 04:17 PM
Q1 2024 236 $508M +$22.3M -$7.98M +$14.3M AAPL, AVDX, IAU, VV, MSFT 13F-HR 5/14/2024, 04:23 PM
Q4 2023 230 $486M +$14.1M -$24.2M -$10.1M AAPL, AVDX, IAU, MSFT, ROBO 13F-HR 2/14/2024, 09:00 AM
Q3 2023 246 $441M +$16.1M -$11.1M +$5M AAPL, AVDX, IAU, ROBO, MSFT 13F-HR 11/14/2023, 09:10 AM
Q2 2023 227 $473M +$7.62M -$37.5M -$29.9M AAPL, AVDX, IAU, ROBO, VV 13F-HR 8/7/2023, 03:28 PM
Q1 2023 270 $474M +$22.7M -$57.7M -$35M AAPL, AVDX, IAU, ROBO, MSFT 13F-HR 5/12/2023, 12:46 PM
Q4 2022 262 $486M +$45.8M -$19.5M +$26.3M AAPL, AVDX, IAU, ROBO, MSFT 13F-HR 2/7/2023, 11:11 AM
Q3 2022 207 $432M +$53.3M -$5.48M +$47.8M AAPL, AVDX, IAU, ROBO, VV 13F-HR 11/10/2022, 08:01 AM
Q2 2022 205 $395M +$35.4M -$20.9M +$14.5M AAPL, IAU, AVDX, ROBO, VV 13F-HR 8/4/2022, 02:59 PM
Q1 2022 209 $459M +$11.9M -$43.8M -$31.9M AAPL, IAU, SHY, ROBO, MSFT 13F-HR 5/12/2022, 11:54 AM
Q4 2021 228 $524M +$71.7M -$9.39M +$62.3M AAPL, IAU, SHY, ROBO, AON 13F-HR 2/11/2022, 11:48 AM
Q3 2021 208 $414M +$68M -$8M +$60M AAPL, IAU, SHY, ROBO, IPAYXXXX 13F-HR 11/12/2021, 12:18 PM
Q2 2021 189 $352M +$33.9M -$27.6M +$6.27M AAPL, IAU, ROBO, IPAYXXXX, VOO 13F-HR 7/30/2021, 02:45 PM
Q1 2021 179 $321M +$7.51M -$16.5M -$9.02M AAPL, IAUXXXX, ROBO, VOO, IPAYXXXX 13F-HR 5/12/2021, 12:15 PM
Q4 2020 184 $333M +$148M -$7.73M +$141M AAPL, IAUXXXX, ROBO, VOO, IPAY 13F-HR 2/9/2021, 09:17 AM
Q3 2020 166 $179M +$32.1M -$11.3M +$20.8M AAPL, IAUXXXX, ROBO, MSFT, VV 13F-HR 11/12/2020, 08:46 AM
Q2 2020 175 $166M +$9.58M -$19.6M -$10M IAUXXXX, AAPL, ROBO, MSFT, VV 13F-HR 8/5/2020, 11:54 AM
Q1 2020 169 $152M +$9.86M -$41.6M -$31.7M IAUXXXX, ANGL, VV, AAPL, ROBO 13F-HR 5/8/2020, 03:56 PM
Q4 2019 207 $249M +$26.5M -$21M +$5.53M MSFT, IAUXXXX, AXP, ANGL, VV 13F-HR 2/5/2020, 03:00 PM
Q3 2019 172 $232M +$50.5M -$4.08M +$46.4M MSFT, IAUXXXX, AXP, XOM, VV 13F-HR 10/16/2019, 11:46 AM
Q2 2019 158 $185M +$2.94M -$12.9M -$9.91M IAUXXXX, MSFT, VV, XOM, IJR 13F-HR 7/31/2019, 05:22 PM
Q1 2019 141 $197M +$6.01M -$4.27M +$1.74M IAUXXXX, VV, MSFT, MMM, XOM 13F-HR 4/12/2019, 10:05 AM
Q4 2018 139 $177M +$15.2M -$4.91M +$10.2M IAUXXXX, VV, MMM, MSFT, XOM 13F-HR 2/13/2019, 02:57 PM
Q3 2018 147 $210M +$7.95M -$7.87M +$72.7K IAUXXXX, IEUR, VCSH, MMM, XOM 13F-HR 10/30/2018, 04:10 PM
Q2 2018 142 $201M +$15.5M -$22.2M -$6.77M VCSH, IAUXXXX, IEUR, XOM, MMM 13F-HR 7/17/2018, 03:41 PM
Q1 2018 157 $225M +$20.6M -$6.56M +$14M VCSH, IAUXXXX, MMM, IEUR, LQD 13F-HR 5/15/2018, 12:25 PM
Q4 2017 150 $221M VCSH, IAUXXXX, VYM, MMM, XOM 13F-HR 2/14/2018, 04:22 PM