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