First seen by DFX
Sep 13, 2026
date not stated
Biltmore Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Charlotte wealth advisory firm that says some call it a multi-family office serving families with generational wealth.)
First seen by DFX
Sep 12, 2026
date not stated
Biltmore Family Office, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Biltmore Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Biltmore Family Office, LLC reported $715,521,993 across 325 13(f) positions for the quarter ended 2026-03-31
Biltmore Family Office, LLC reduced World Gold Tr 23,626 -> 13,626 shares ($2,016,952 -> $1,262,994)
Biltmore Family Office, LLC reduced AON Plc 16,562 -> 4,242 shares ($5,844,399 -> $1,369,233)
Biltmore Family Office, LLC increased Berkshire Hathaway Inc Del 18,385 -> 23,147 shares ($9,241,095 -> $11,091,928)
Biltmore Family Office, LLC reduced Ftai Aviation Ltd 39,587 -> 21,327 shares ($7,792,647 -> $5,225,017)
Biltmore Family Office, LLC reduced Intuit 4,413 -> 1,584 shares ($2,923,259 -> $684,890)
Biltmore Family Office, LLC increased Invesco Exchange Traded Fd T 13,977 -> 27,111 shares ($1,431,524 -> $2,802,464)
Biltmore Family Office, LLC increased Ishares Silver Tr 26,000 -> 52,000 shares ($1,674,920 -> $3,543,280)
Biltmore Family Office, LLC increased Ishares Tr 35,944 -> 48,344 shares ($2,372,337 -> $3,264,704)
Biltmore Family Office, LLC increased Ishares Tr 30,781 -> 40,929 shares ($3,699,259 -> $5,087,907)
Biltmore Family Office, LLC reported $724,376,869 across 331 13(f) positions for the quarter ended 2025-12-31
Biltmore Family Office, LLC opened a $13,696,280 position in Baron Etf Tr (550,113 shares)
Biltmore Family Office, LLC exited Avidxchange Holdings Inc (was $29,692,278, 2,984,149 shares)
Biltmore Family Office, LLC increased Vanguard Index Fds 48,972 -> 62,883 shares ($4,476,992 -> $5,564,543)
Biltmore Family Office, LLC increased Vanguard Index Fds 13,367 -> 18,074 shares ($4,398,775 -> $6,059,651)
Biltmore Family Office, LLC reported $702,797,110 across 288 13(f) positions for the quarter ended 2025-09-30
Biltmore Family Office, LLC opened a $2,266,256 position in Apollo Global Mgmt Inc (17,005 shares)
Biltmore Family Office, LLC increased Bank America Corp 39,748 -> 139,403 shares ($1,880,870 -> $7,191,795)
Biltmore Family Office, LLC increased Equifax Inc 17,676 -> 23,426 shares ($4,584,624 -> $6,009,472)
Biltmore Family Office, LLC increased Goldman Sachs Group Inc 1,436 -> 9,724 shares ($1,016,329 -> $7,743,707)
Biltmore Family Office, LLC increased Home Depot Inc 4,580 -> 8,049 shares ($1,679,211 -> $3,261,374)
Biltmore Family Office, LLC increased Meta Platforms Inc 3,321 -> 11,537 shares ($2,451,033 -> $8,472,379)
Biltmore Family Office, LLC increased Spdr S&p 500 Etf Tr 19,297 -> 24,540 shares ($11,956,628 -> $16,392,753)
Biltmore Family Office, LLC increased TJX Cos Inc New 2,179 -> 17,673 shares ($269,085 -> $2,554,455)
Biltmore Family Office, LLC increased Visa Inc 6,259 -> 13,670 shares ($2,222,108 -> $4,666,520)
Biltmore Family Office, LLC opened a $3,813,626 position in Dell Technologies Inc (26,900 shares)
Biltmore Family Office, LLC reported $591,933,171 across 281 13(f) positions for the quarter ended 2025-06-30
Biltmore Family Office, LLC increased Invesco Exchange Traded Fd T 66,933 -> 93,084 shares ($11,594,821 -> $16,917,134)
Biltmore Family Office, LLC reduced TJX Cos Inc New 18,179 -> 2,179 shares ($2,214,202 -> $269,085)
Biltmore Family Office, LLC reduced Equifax Inc 23,626 -> 17,676 shares ($5,754,349 -> $4,584,624)
Biltmore Family Office, LLC reduced Home Depot Inc 8,048 -> 4,580 shares ($2,949,512 -> $1,679,211)
Biltmore Family Office, LLC reported $586,677,388 across 269 13(f) positions for the quarter ended 2025-03-31
Biltmore Family Office, LLC increased Equifax Inc 17,876 -> 23,626 shares ($4,555,699 -> $5,754,349)
Biltmore Family Office, LLC increased Spdr S&p 500 Etf Tr 18,864 -> 24,426 shares ($11,092,853 -> $13,695,862)
Biltmore Family Office, LLC increased TJX Cos Inc New 2,179 -> 18,179 shares ($263,245 -> $2,214,202)
Biltmore Family Office, LLC increased Home Depot Inc 4,567 -> 8,048 shares ($1,776,517 -> $2,949,512)
Biltmore Family Office, LLC reported $595,464,154 across 264 13(f) positions for the quarter ended 2024-12-31