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Disclosed positions
Biltmore Family Office, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $179,298,409
- Reported amount
- 619,638
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-014190Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| APPLE INC | AAPL | COM | $179,298,409 | 619,638 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $48,750,218 | 645,613 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $29,369,482 | 138,034 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $19,133,128 | 25,556 | SH | None |
| EXCHANGE TRADED CONCEPTS TRU | ROBO | ROBO GLB ETF | $17,314,035 | 202,125 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $16,161,838 | 46,994 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $15,244,562 | 30,465 | SH | None |
| MICROSOFT CORP | MSFT | COM | $12,502,817 | 33,518 | SH | None |
| FIRST TR EXCHANGE TRADED FD | ROBT | NASDQ ARTFCIAL | $11,307,817 | 200,992 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $10,350,725 | 23,990 | SH | None |
| BARON ETF TR | BCFN | FINANCIALS ETF | $10,308,355 | 485,680 | SH | None |
| ABBVIE INC | ABBV | COM | $9,330,715 | 37,080 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,229,874 | 23,029 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $8,194,119 | 8,102 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,183,676 | 23,162 | SH | None |
| GLOBAL X FDS | BUG | CYBRSCURTY ETF | $8,046,891 | 210,707 | SH | None |
| MERCK & CO INC | MRK | COM | $7,818,646 | 60,446 | SH | None |
| BANK OF AMER CORP | BAC | COM | $7,795,349 | 136,809 | SH | None |
| SPROTT ASSET MANAGEMENT LP | PHYS | PHYSICAL GOLD TR | $7,594,992 | 251,740 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $7,421,265 | 46,961 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,845,079 | 34,210 | SH | None |
| META PLATFORMS INC | META | CL A | $6,629,360 | 11,769 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $6,539,584 | 9,522 | SH | None |
| VALUED ADVISERS TR | MBSF | REGAN FLTG RATE | $6,465,694 | 251,828 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $6,311,188 | 65,448 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,934,780 | 4,948 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $5,785,717 | 21,387 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,747,353 | 17,558 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,609,824 | 37,825 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $5,564,921 | 67,774 | SH | None |
| CATERPILLAR INC | CAT | COM | $5,439,509 | 5,108 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,335,370 | 14,418 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,330,868 | 20,990 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $5,066,642 | 47,079 | SH | None |
| VISA INC | V | COM CL A | $4,843,600 | 14,118 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,630,946 | 19,430 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,131,626 | 5,517 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $4,084,463 | 63,325 | SH | None |
| BROADCOM INC | AVGO | COM | $3,840,962 | 10,168 | SH | None |
| EQUIFAX INC | EFX | COM | $3,718,175 | 23,426 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $3,681,391 | 25,105 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $3,602,982 | 26,353 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $3,590,434 | 46,562 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $3,534,375 | 28,464 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $3,411,132 | 13,854 | SH | None |
| PEPSICO INC | PEP | COM | $3,382,214 | 24,979 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $3,221,710 | 35,505 | SH | None |
| ISHARES TR | XVV | ESG SELECT SCRE | $3,191,655 | 56,201 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $3,065,036 | 13,583 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $2,909,256 | 25,773 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.