Current Market Value 591,933,171
Current Holdings 281
Most Recent File Date 2025-08-01
Total Filings on Record 31
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 281 591,933
2025-05-12 2025-03-31 13F-HR 269 586,677
2025-02-12 2024-12-31 13F-HR 264 595,464
2024-11-12 2024-09-30 13F-HR 270 584,705
2024-08-07 2024-06-30 13F-HR 249 543,215
2024-05-14 2024-03-31 13F-HR 236 507,551
2024-02-14 2023-12-31 13F-HR 230 485,532
2023-11-14 2023-09-30 13F-HR 240 440,837
2023-08-07 2023-06-30 13F-HR 227 472,748
2023-05-12 2023-03-31 13F-HR 270 474,442
2023-02-07 2022-12-31 13F-HR 262 486,048
2022-11-10 2022-09-30 13F-HR 211 436,474
2022-08-04 2022-06-30 13F-HR 207 400,365
2022-05-12 2022-03-31 13F-HR 213 467,188
2022-02-11 2021-12-31 13F-HR 232 525,634
2021-11-12 2021-09-30 13F-HR 211 414,026
2021-07-30 2021-06-30 13F-HR 190 352,351
2021-05-12 2021-03-31 13F-HR 179 321,035
2021-02-09 2020-12-31 13F-HR 185 332,985
2020-11-12 2020-09-30 13F-HR 166 179,028
2020-08-05 2020-06-30 13F-HR 175 166,038
2020-05-08 2020-03-31 13F-HR 172 152,114
2020-02-05 2019-12-31 13F-HR 209 248,773
2019-10-16 2019-09-30 13F-HR 174 231,548
2019-07-31 2019-06-30 13F-HR 158 184,753
2019-04-12 2019-03-31 13F-HR 142 196,891
2019-02-13 2018-12-31 13F-HR 139 177,145
2018-10-30 2018-09-30 13F-HR 147 210,015
2018-07-17 2018-06-30 13F-HR 142 201,003
2018-05-15 2018-03-31 13F-HR 157 225,050
2018-02-14 2017-12-31 13F-HR 150 221,154