Biltmore Family Office, LLC
Annual return '25
+7.6%
SPY '25
+17.7%
Alpha
-10.2ptsvs SPY
Invested
$715.5M
Holdings
324
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Sold 99.2% (747.7k → 6.0k shares)
24.4%
02
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 713.6k shares)
8.2%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 95.3k shares)
3.7%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 1.0% (66.9k → 66.2k shares)
2.4%
05
$VV
VANGUARD INDEX FDS
Q4 2025: Sold 92.7% (50.4k → 3.7k shares)
2.0%
06
$ROBO
EXCHANGE TRADED CONCEPTS TRU
Q4 2025: Exited (was 201.5k shares)
1.9%
07
$MSFT
MICROSOFT CORP
Q4 2025: Sold 90.5% (31.9k → 3.0k shares)
1.8%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 71.0% (4.7k → 1.4k shares)
1.6%
09
$BCFN
BARON ETF TR
Held since at least Q1 2024
1.5%
10
$PHYS
SPROTT ASSET MANAGEMENT LP
Q4 2025: Exited (was 293.0k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.