SEC Form 13F · Q2 2026

Biltmore Wealth Management, LLC

Institutional Holdings Report

13F-HRAZ
$320.4M
Portfolio Value
58
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Biltmore Wealth Management, LLC
CIK
1598102
Accession No.
0001598102-26-000003
Location
TEMPE, AZ
Form Type
13F-HR
Portfolio Value
$320.4M
Holdings Reported
58
Reporting Period
Q2 2026
Filed
July 21, 2026

About this Filing

Biltmore Wealth Management, LLC is an institutional investment manager based in TEMPE, AZ reporting approximately $320.4M in 13(f) securities across 58 positions as of Q2 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.