Stokes Family Office, LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$969M
Holdings
279
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VIG
VANGUARD SPECIALIZED FUNDS
Q3 2025: Sold 2.0% (448.2k → 439.1k shares)
7.9%
02
$AAPL
APPLE INC
Q1 2026: New position (60.4k shares)
5.1%
03
$SPGI
S&P GLOBAL INC
Held since at least Q1 2024
3.5%
04
$GOOG
ALPHABET INC
Q3 2025: Increased +4.6% (93.8k → 98.1k shares)
3.2%
05
$IUSB
ISHARES TR
Q3 2025: Sold 15.3% (665.9k → 564.3k shares)
2.7%
06
$IVW
ISHARES TR
Q3 2025: Sold 7.2% (270.2k → 250.7k shares)
2.7%
07
$IVE
ISHARES TR
Q3 2025: Sold 2.0% (116.0k → 113.7k shares)
2.6%
08
$SCHR
SCHWAB STRATEGIC TR
Q3 2025: Sold 1.7% (1.13M → 1.11M shares)
2.6%
09
$DYNF
BLACKROCK ETF TRUST
Q3 2025: Sold 2.8% (470.7k → 457.3k shares)
2.3%
10
$ITOT
ISHARES TR
Q1 2026: New position (6.6k shares)
2.1%
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 11:53 UTC.