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Charles Tiblier

Stokes Family Office, Llc

Assets Managed
$968.975M
Holdings
276
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-11.36%(2Q avg: -3.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stokes Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 276 positions.

Assets under management

The assets under management (AUM) of Stokes Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 968.975M in assets, with a quarterly growth rate of -11.36% and a 2-quarter average growth rate of -3.77%. The portfolio is managed by Charles Tiblier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.27%
7.86%
$76.149M
354,083 shares@ $215.07 avg price
AAPL
Apple Inc
Recent Activity
Decreased -14.21%
5.11%
$49.479M
194,962 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.91%
3.16%
$30.588M
106,631 shares@ $286.87 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -7.99%
2.74%
$26.547M
574,741 shares@ $46.2 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -9.24%
2.73%
$26.404M
233,437 shares@ $113.11 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -21.58%
2.65%
$25.6M
121,242 shares@ $211.15 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -11.15%
2.57%
$24.839M
997,155 shares@ $24.92 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -19.05%
2.28%
$22.009M
378,288 shares@ $58.18 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -13.91%
2.1%
$20.268M
142,304 shares@ $142.44 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.28%
1.95%
$18.892M
58,889 shares@ $320.82 avg price

1-10 of 276