Biltmore Family Office, LLC logo

Biltmore Family Office, LLC

Family Office

Biltmore Family Office, LLC is a Family Office based in Charlotte, NC led by Christopher Henry Amherst Cecil, reporting $3.2B in AUM as of Q3 2025 with 38% Technology concentration, 52% concentrated in top 10 holdings, and 27% allocation to AAPL.

PresidentChristopher Henry Amherst Cecil
Portfolio Value
$702.8M
Positions
288
Top Holding
AAPL at 27.09%
Last Reported
Q3 2025
Address500 East Boulevard, Charlotte, NC, 28203, United States

Top Holdings

Largest long holdings in Biltmore Family Office, LLC's portfolio (52.5% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$190.4M
27.09%
-$2.3M
Sold
0.01%
747.7K shares
Unknown
Unknown
$51.9M
7.39%
+$836.1K
Bought
713.6K shares
Software - Infrastructure
Technology
$29.7M
4.22%
1.44%
3.0M shares
ETF
ETF
$18.1M
2.57%
+$418.9K
Bought
95.3K shares
Software - Infrastructure
Technology
$16.5M
2.35%
-$140.9K
Sold
0.00%
31.9K shares
ETF
ETF
$16.4M
2.33%
+$3.5M
Bought
24.5K shares
ETF
ETF
$15.5M
2.21%
+$66.4K
Bought
50.4K shares
ETF
ETF
$13.2M
1.88%
+$11.8K
Bought
201.5K shares
Unknown
Unknown
$8.7M
1.23%
-$59.2K
Sold
293.0K shares
Internet Content & Information
Communication Services
$8.5M
1.21%
+$6.0M
Bought
0.00%
11.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Biltmore Family Office, LLC's latest filing

See all changes
Market Value
$702.8M
Prior: $591.9M
Q/Q Change
+18.73%
+$110.9M
Net Flows % of MV
+5.53%
Turnover Ratio
4.34%
New Purchases
14 stocks
$7.3M
Added To
87 stocks
+$41.8M
Sold Out Of
12 stocks
$2.1M
Reduced Holdings
57 stocks
-$8.2M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
3
Dow logo
Dow
DOW
Sold
4
Zoetis logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for Biltmore Family Office, LLC

View analytics

Sector Allocation

Technology: 37.90%TechnologyETF: 26.30%ETFFinancial Services: 8.30%Financial ServicesIndustrials: 5.00%Healthcare: 4.10%Communication Services: 3.20%Consumer Defensive: 2.10%Consumer Cyclical: 2.00%Energy: 0.80%Utilities: 0.80%Basic Materials: 0.10%Real Estate: 0.10%
Technology
37.90%
ETF
26.30%
Financial Services
8.30%
Industrials
5.00%
Healthcare
4.10%
Communication Services
3.20%
Consumer Defensive
2.10%
Consumer Cyclical
2.00%
Energy
0.80%
Utilities
0.80%
Basic Materials
0.10%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 47.13%Mega Cap (> $200B)Large Cap ($10B - $200B): 12.42%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.26%Small Cap ($300M - $2B): 0.17%Micro Cap ($50M - $300M): 0.25%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 35.67%N/A (ETF or Unknown)
Mega Cap (> $200B)
47.13%
Large Cap ($10B - $200B)
12.42%
Mid Cap ($2B - $10B)
4.26%
Small Cap ($300M - $2B)
0.17%
Micro Cap ($50M - $300M)
0.25%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
35.67%

Portfolio Concentration

Top 10 Holdings %
52.49%
Top 20 Holdings %
62.58%
Top 50 Holdings %
80.4%
Top 100 Holdings %
92.09%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.