Biltmore Wealth Management, LLC - Portfolio Stock Holdings
Biltmore Wealth Management, LLC disclosed 61 stock positions in a recent SEC 13F filing. $322,865,378 of stock holdings were filed, with the largest holdings including XLK, XLI, and XLV. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$322,865,378Top 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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% Change
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