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Christopher H. A. Cecil

@Biltmore Family Office, Llc

Latest period2024 - Q3ReportedManaged Assets$584.705MTotal holdings270
Assets growth rate7.64%Assets growth rate (2-Q avg)7.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Biltmore Family Office, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Biltmore Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 584.705M in assets, with a quarterly growth rate of 7.64% and a 2-quarter average growth rate of 7.34%. The portfolio is managed by Christopher H. A. Cecil, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.23%
$1.303M
7,275 shares@ $179.16 avg price
VGKVanguard Intl Equity Index F
Recent Activity
New Position
0.19%
$1.072M
15,072 shares@ $71.1 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
0.13%
$744,025
18,094 shares@ $41.12 avg price
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.13%
$737,957
9,182 shares@ $80.37 avg price
IJKIshares Tr
Recent Activity
New Position
0.09%
$512,786
5,578 shares@ $91.94 avg price
TPLTexas Pacific Land Corporati
Recent Activity
New Position
0.06%
$337,086
381 shares@ $884.75 avg price
EPPIshares Inc
Recent Activity
New Position
0.06%
$302,564
6,195 shares@ $48.85 avg price
AFRMAffirm Hldgs Inc
Recent Activity
New Position
0.05%
$253,288
6,205 shares@ $40.82 avg price
SOLVSolventum Corp
Recent Activity
New Position
0.05%
$236,002
3,385 shares@ $69.72 avg price
BXBlackstone Inc
Recent Activity
New Position
0.04%
$232,298
1,517 shares@ $153.13 avg price