First seen by DFX
Sep 13, 2026
date not stated
Stokes Family Office LLC: CONFIRMED_SFO -> OUTSOURCED_FAMILY_OFFICE (Its own site calls it a wealth management practice serving 100+ families and businesses with $3 billion+ AUM, including retirement plan advisory, so it is not a single family office.)
First seen by DFX
Sep 12, 2026
date not stated
Stokes Family Office LLC: CONFIRMED_MFO -> CONFIRMED_SFO (its own press release describes it as a single family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Stokes Family Office LLC found on the SEC adviser roster (name)
Stokes Family Office, LLC reported $968,975,311 across 276 13(f) positions for the quarter ended 2026-03-31
Stokes Family Office Stokes Family Office named as a single family office on prnewswire
Stokes Family Office, LLC opened a $11,091,853 position in Blackrock Etf Trust (344,971 shares)
Stokes Family Office, LLC reduced EA Series Trust 90,405 -> 63,530 shares ($3,446,246 -> $2,530,306)
Stokes Family Office, LLC increased Vanguard World Fd 39,624 -> 50,140 shares ($2,575,956 -> $3,256,593)
Stokes Family Office, LLC increased Global X Fds 88,623 -> 112,996 shares ($5,741,884 -> $8,004,616)
Stokes Family Office, LLC reduced Schwab Strategic Tr 781,989 -> 137,847 shares ($18,799,023 -> $3,411,721)
Stokes Family Office, LLC reduced Ishares Tr 54,969 -> 9,164 shares ($18,852,880 -> $2,914,838)
Stokes Family Office, LLC opened a $11,558,831 position in Fidelity Covington Trust (310,721 shares)
Stokes Family Office, LLC reduced EA Series Trust 217,894 -> 146,583 shares ($11,171,430 -> $8,010,771)
Stokes Family Office, LLC reduced Ishares Tr 47,247 -> 33,955 shares ($3,280,339 -> $2,241,033)
Stokes Family Office, LLC reduced Ishares Inc 321,316 -> 208,302 shares ($18,588,129 -> $12,587,667)
Stokes Family Office, LLC reduced Ishares Gold Tr 198,386 -> 80,024 shares ($8,528,614 -> $3,737,125)
Stokes Family Office, LLC reduced Ishares Tr 39,357 -> 11,263 shares ($3,789,249 -> $1,057,934)
Stokes Family Office, LLC opened a $3,053,132 position in Price T Rowe Group Inc (33,871 shares)
Stokes Family Office, LLC reduced Microsoft Corp 66,281 -> 46,059 shares ($32,054,623 -> $17,049,644)
Stokes Family Office, LLC reduced Vanguard Mun Bd Fds 108,866 -> 70,792 shares ($5,474,863 -> $3,531,820)
Stokes Family Office, LLC opened a $2,218,942 position in Forum Markets Inc (767,800 shares)
Stokes Family Office, LLC increased Ishares Tr 99,238 -> 469,700 shares ($2,284,947 -> $10,760,816)
Stokes Family Office, LLC reported $1,093,270,649 across 310 13(f) positions for the quarter ended 2025-12-31
Stokes Family Office, LLC reduced Vanguard Index Fds 22,325 -> 10,727 shares ($10,707,418 -> $5,233,043)
Stokes Family Office, LLC opened a $11,068,520 position in Blackrock Etf Trust (332,388 shares)
Stokes Family Office, LLC increased ELI Lilly & Co 4,229 -> 5,653 shares ($3,226,479 -> $6,075,199)
Stokes Family Office, LLC increased Eaton Corp Plc 8,033 -> 10,152 shares ($3,006,350 -> $3,233,514)
Stokes Family Office, LLC increased Amgen Inc 4,036 -> 6,408 shares ($1,138,846 -> $2,097,464)
Stokes Family Office, LLC reduced Spdr S&p 500 Etf Tr 4,812 -> 1,279 shares ($3,205,547 -> $872,176)
Stokes Family Office, LLC reduced Vanguard Scottsdale Fds 105,315 -> 54,574 shares ($6,197,808 -> $3,205,144)
Stokes Family Office, LLC reduced Ishares Tr 378,402 -> 279,707 shares ($13,588,427 -> $10,558,932)
Stokes Family Office, LLC increased Ishares Tr 113,676 -> 154,614 shares ($23,475,155 -> $32,789,071)
Stokes Family Office, LLC increased Ishares Tr 32,979 -> 53,186 shares ($8,457,479 -> $13,313,019)
Stokes Family Office, LLC reduced Novo-Nordisk a S 45,547 -> 9,976 shares ($2,527,398 -> $507,591)
Stokes Family Office, LLC reduced Schwab Strategic Tr 153,789 -> 35,067 shares ($6,606,764 -> $1,585,399)
Stokes Family Office, LLC reduced Schwab Strategic Tr 83,571 -> 16,435 shares ($2,281,500 -> $450,800)
Stokes Family Office, LLC reduced Exxon Mobil Corp 154,602 -> 47,025 shares ($17,431,380 -> $5,658,991)
Stokes Family Office, LLC increased Netflix Inc 1,967 -> 20,095 shares ($2,358,276 -> $1,884,107)
Stokes Family Office, LLC reported $1,052,967,117 across 265 13(f) positions for the quarter ended 2025-09-30
Stokes Family Office, LLC reduced Ishares Gold Tr 93,539 -> 10,985 shares ($5,833,092 -> $799,378)