Biltmore Wealth Management, LLC - Portfolio Stock Holdings
Biltmore Wealth Management, LLC disclosed 65 stock positions in a recent SEC 13F filing. $320,384,848 of stock holdings were filed, with the largest holdings including XLK, XLI, and XLV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $439,606,710 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
65Est. Stock Holding Value:
$320,384,848Top Stock Holdings By Sector
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Portfolio Stock Holdings - Biltmore Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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