Stokes Family Office, LLC Reduced Holdings in Q3 2025

Stokes Family Office, LLC

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
-429K
- 53.12%
$33.72 - $36.17 $14.5M - $15.5M
378K $13.6M
IAU
Ishares Gold Trust

ETFs
-82.6K
- 88.26%
$61.62 - $72.77 $5.09M - $6.01M
11K $799K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-102K
- 15.26%
$45.6 - $46.92 $4.63M - $4.77M
564K $26.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
-34.6K
- 79.82%
$54.21 - $57.41 $1.88M - $1.99M
8.75K $497K
VIG
Vanguard Dividend Appreciation

ETFs
-9.04K
- 2.02%
N/A
439K $80M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-26.5K
- 47.35%
$25.09 - $25.19 $665K - $668K
29.5K $742K
XOM
Exxon Mobil Corp

Energy
-13.1K
- 7.79%
$105.83 - $117.22 $1.38M - $1.53M
155K $17.4M
CAAP
Corporacion America Airports S.A.

Industrials
-1.63K
- 0.73%
$18.0 - $22.24 $29.3K - $36.1K
222K $4.03M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.55K
- 44.17%
$99.12 - $99.52 $451K - $453K
5.75K $572K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-4.18K
- 6.5%
$86.07 - $90.74 $360K - $379K
60.1K $5.38M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-18.9K
- 1.67%
$24.69 - $25.26 $466K - $477K
1.11M $28M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.95K
- 12.59%
$66.38 - $71.68 $461K - $498K
48.3K $3.44M
NVDA
Nvidia Corp

Technology
-6.51K
- 17.75%
$153.3 - $186.58 $998K - $1.21M
30.2K $5.63M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-461
- 11.28%
$435.72 - $463.74 $201K - $214K
3.63K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.18K
- 16.19%
$91.44 - $91.77 $108K - $109K
6.12K $561K
CMCSA
Comcast Corp

Communication Services
-265
- 1.14%
$31.41 - $36.33 $8.32K - $9.63K
22.9K $719K
CRM
Salesforce, Inc.

Technology
-13
- 0.77%
$231.66 - $273.65 $3.01K - $3.56K
1.68K $397K
UNH
Unitedhealth Group Inc

Healthcare
-507
- 13.93%
$237.77 - $353.61 $121K - $179K
3.13K $1.08M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.49K
- 8.31%
$44.22 - $45.74 $65.9K - $68.2K
16.4K $749K
PANW
Palo Alto Networks Inc

Technology
-140
- 9.16%
$167.06 - $208.19 $23.4K - $29.1K
1.39K $282K
SYY
Sysco Corp

Consumer Defensive
-1.63K
- 9.74%
$76.33 - $82.51 $125K - $135K
15.1K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
-6
- 0.44%
$255.35 - $282.87 $1.53K - $1.7K
1.35K $351K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-236
- 6.31%
$85.01 - $90.35 $20.1K - $21.3K
3.51K $313K
HEFA
Ishares Currency Hedged Msci E

ETFs
-798
- 8.31%
$37.2 - $39.61 $29.7K - $31.6K
8.81K $348K
IEMG
Ishares Inc

ETFs
-44
- 0.12%
N/A
36.9K $1.98M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-64
- 0.32%
N/A
20K $629K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-171
- 7.59%
$116.21 - $129.7 $19.9K - $22.2K
2.08K $265K
Blackrock ETF Trust
-18.3K
- 6.56%
N/A
260K $0
Lam Research Corp
-809
- 3.92%
N/A
19.9K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2
- 0.02%
$42.75 - $43.37 $85.5 - $86.7
8.47K $366K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3
- 0.02%
$50.29 - $50.86 $151 - $153
17.9K $910K
SCHW
Schwab Charles Corp

Financial Services
-248
- 3.44%
$91.03 - $98.69 $22.6K - $24.5K
6.97K $665K
WFC
Wells Fargo & Company

Financial Services
-51
- 0.84%
$77.05 - $85.16 $3.93K - $4.34K
6.01K $504K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-68
- 0.9%
$62.54 - $68.42 $4.25K - $4.65K
7.45K $502K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-30
- 0.51%
$85.31 - $97.03 $2.56K - $2.91K
5.85K $557K
INTC
Intel Corp

Technology
-1.52K
- 10.64%
$19.31 - $35.5 $29.3K - $53.9K
12.7K $427K
ETN
Eaton Corp PLC

Industrials
-65
- 0.8%
$342.99 - $392.76 $22.3K - $25.5K
8.03K $3.01M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.72K
- 4.97%
$236.25 - $257.69 $407K - $444K
33K $8.46M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-3.22K
- 3.45%
$32.63 - $36.64 $105K - $118K
89.9K $3.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-751
- 1.67%
$49.43 - $54.52 $37.1K - $40.9K
44.2K $2.39M
INGN
Inogen Inc

Healthcare
-2.05K
- 0.91%
$5.87 - $8.79 $12K - $18K
223K $1.82M
VBR
Vanguard Small Cap Value ETF

ETFs
-300
- 1.29%
$195.41 - $212.37 $58.6K - $63.7K
22.9K $4.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-29.4K
- 3.63%
$21.69 - $23.34 $638K - $686K
781K $18.2M
IEFA
Ishares Tr

ETFs
-18
- 0.01%
$81.7 - $87.53 $1.47K - $1.58K
120K $10.5M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.77K
- 2.72%
$79.24 - $89.03 $140K - $158K
63.2K $5.63M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-3.07K
- 1.27%
$42.62 - $46.98 $131K - $144K
239K $11.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-19.5K
- 7.21%
$108.97 - $121.65 $2.12M - $2.37M
251K $30.3M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-7.99K
- 3.52%
$40.04 - $45.11 $320K - $361K
219K $9.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-65
- 0.07%
$132.9 - $142.03 $8.64K - $9.23K
87.4K $12.3M
Activity Summary
Buys All Purchases 169 New Holdings 33 Increased Positions 136 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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