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Kevin Sweeney

Biltmore Wealth Management, Llc

Assets Managed
$281.198M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
6.14%(2Q avg: 3.64%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Biltmore Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Biltmore Wealth Management, 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 2026 - Q1, they manage 281.198M in assets, with a quarterly growth rate of 6.14% and a 2-quarter average growth rate of 3.64%. The portfolio is managed by Kevin Sweeney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -4.86%
12.26%
$34.469M
213,126 shares@ $161.74 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.12%
10.34%
$29.055M
218,622 shares@ $132.9 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -0.99%
9.12%
$25.627M
174,800 shares@ $146.61 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Decreased -2.37%
7.53%
$21.148M
194,058 shares@ $108.99 avg price
SMMU
Pimco Shrt Trm Muni Bnd Etf
Recent Activity
Increased 3.58%
7.51%
$21.115M
418,529 shares@ $50.45 avg price
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 2928.25%
6.59%
$18.52M
183,421 shares@ $100.97 avg price
XLP
Consumer Staples Spdr
Recent Activity
Increased 1.82%
5.67%
$15.94M
194,440 shares@ $81.98 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -3.55%
4.89%
$13.738M
299,370 shares@ $45.9 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 4.1%
4.71%
$13.217M
223,292 shares@ $59.19 avg price
XLB
Materials Select Sector Spdr
Recent Activity
Increased 1.14%
4.49%
$12.615M
252,445 shares@ $49.98 avg price

1-10 of 60