Long-term investor
Biltmore Family Office, LLC @biltmorefamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731123).
Record
- Tracked since 2025-06-30 (441 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +23.1% · all +23.1%
- Max drawdown n/a · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 23.6% · long · since 2025-06-30
- IAU · 6.4% · long · since 2025-06-30
- RSP · 3.9% · long · since 2025-06-30
- SPY · 2.5% · long · since 2025-06-30
- ROBO · 2.3% · long · since 2025-06-30
- VV · 2.1% · long · since 2025-06-30
- BRK-B · 2.0% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- ROBT · 1.5% · long · since 2025-06-30
- DELL · 1.4% · long · since 2025-09-30
- BCFN · 1.4% · long · since 2025-12-31
- ABBV · 1.2% · long · since 2025-06-30