SEC Form 13F · Q1 2026

Biltmore Family Office, LLC

Institutional Holdings Report

13F-HRNC
$715.5M
Portfolio Value
325
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Biltmore Family Office, LLC
CIK
1731123
Accession No.
0001398344-26-008905
Location
CHARLOTTE, NC
Form Type
13F-HR
Portfolio Value
$715.5M
Holdings Reported
325
Reporting Period
Q1 2026
Filed
May 11, 2026

About this Filing

Biltmore Family Office, LLC is an institutional investment manager based in CHARLOTTE, NC reporting approximately $715.5M in 13(f) securities across 325 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.