Stokes Family Office, LLC Portfolio Holdings

Stokes Family Office, LLC

  • $982 Million
  • Q3 2025

Stokes Family Office, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $982 Million distributed in 265 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $80M, Apple Inc. with a value of $57.6M, Ishares S&P 500 Growth ETF with a value of $30.3M, Microsoft Corp with a value of $29.9M, and Schwab Intermediate Term Us Tr with a value of $28M.

Examining the 13F form we can see an increase of $82M in the current position value, from $900M to 982M.

Below you can find more details about Stokes Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $982 Million
ETFs: $608 Million
Technology: $119 Million
Financial Services: $43.9 Million
Communication Services: $43.6 Million
Healthcare: $36.9 Million
Energy: $35.3 Million
Consumer Defensive: $33 Million
Consumer Cyclical: $28.9 Million
Other: $32.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80 Million 8.14% of portfolio
439,120
Q3 2025 Reduced 2.02%
$0
$30.3 Million 3.08% of portfolio
250,683
Q3 2025 Reduced 7.21%
$0
$28 Million 2.85% of portfolio
1,114,542
Q3 2025 Reduced 1.67%
$0
$27.1 Million 2.76% of portfolio
457,317
Q3 2025 Reduced 2.84%
$0
$26.4 Million 2.68% of portfolio
564,323
Q3 2025 Reduced 15.26%
$0
$24.8 Million 2.52% of portfolio
170,016
Q3 2025 Reduced 0.07%
$0
$23.5 Million 2.39% of portfolio
113,676
Q3 2025 Reduced 2.03%
$0
$20.7 Million 2.11% of portfolio
63,133
Q3 2025 Added 3.33%
$0
$18.2 Million 1.85% of portfolio
781,262
Q3 2025 Reduced 3.63%
$0
$15.4 Million 1.57% of portfolio
271,937
Q3 2025 Added 11.86%
$0
$14.2 Million 1.45% of portfolio
53,511
Q3 2025 Added 56.42%
$0
$13.6 Million 1.38% of portfolio
378,402
Q3 2025 Reduced 53.12%
$0
$12.6 Million 1.28% of portfolio
559,297
Q3 2025 Added 2.6%
$0
$12.3 Million 1.25% of portfolio
87,437
Q3 2025 Reduced 0.07%
$0
$12 Million 1.22% of portfolio
186,358
Q3 2025 Added 0.49%
$0
$11.6 Million 1.18% of portfolio
112,831
Q3 2025 Added 2.52%
$0
$10.7 Million 1.09% of portfolio
22,325
Q3 2025 Added 108.51%
$0
$10.6 Million 1.08% of portfolio
106,301
Q3 2025 Reduced 2.13%
$0
$10.5 Million 1.07% of portfolio
120,016
Q3 2025 Reduced 0.01%
$0
$9.74 Million 0.99% of portfolio
196,872
Q3 2025 Added 2.43%
$0
$9.7 Million 0.99% of portfolio
218,858
Q3 2025 Reduced 3.52%
$0
$8.56 Million 0.87% of portfolio
13,974
Q3 2025 Added 7.15%
$0
$8.46 Million 0.86% of portfolio
32,979
Q3 2025 Reduced 4.97%
$2.46B
$7.8 Million 0.79% of portfolio
202,548
Q3 2025 New
$0
$6.61 Million 0.67% of portfolio
153,789
Q3 2025 New
$0
$6.2 Million 0.63% of portfolio
105,315
Q3 2025 New
$0
$6.17 Million 0.63% of portfolio
258,635
Q3 2025 Added 2.26%
$0
$6.12 Million 0.62% of portfolio
9,146
Q3 2025 Added 13.91%
$0
$5.79 Million 0.59% of portfolio
52,385
Q2 2025 Reduced 3.52%
$0
$5.63 Million 0.57% of portfolio
63,230
Q3 2025 Reduced 2.72%
$0
$5.5 Million 0.56% of portfolio
109,784
Q3 2025 Added 27.04%
$0
$5.44 Million 0.55% of portfolio
22,280
Q1 2025 Reduced 0.51%
$0
$5.38 Million 0.55% of portfolio
60,052
Q3 2025 Reduced 6.5%
$0
$5.44 Million 0.55% of portfolio
39,504
Q3 2025 Added 6.84%
$0
$4.79 Million 0.49% of portfolio
22,936
Q3 2025 Reduced 1.29%
$0
$3.95 Million 0.4% of portfolio
22,603
Q3 2025 Added 0.11%
$0
$3.88 Million 0.39% of portfolio
23,552
Q3 2025 Added 5.58%
$0
$3.44 Million 0.35% of portfolio
48,258
Q3 2025 Reduced 12.59%
$0
$3.44 Million 0.35% of portfolio
49,829
Q3 2025 Added 19.55%
$0
$3.29 Million 0.34% of portfolio
89,896
Q3 2025 Reduced 3.45%
$0
$3.28 Million 0.33% of portfolio
34,433
Q3 2025 Added 0.47%
$0
$3.21 Million 0.33% of portfolio
4,812
Q3 2025 Added 4.13%
$0
$2.87 Million 0.29% of portfolio
26,941
Q3 2025 Added 28.32%
$0
$2.64 Million 0.27% of portfolio
38,550
Q3 2025 Added 285.5%
$0
$2.61 Million 0.27% of portfolio
20,139
Q3 2025 Added 0.81%
$0
$2.69 Million 0.27% of portfolio
31,768
Q3 2025 Added 1.3%
$0
$2.39 Million 0.24% of portfolio
44,154
Q3 2025 Reduced 1.67%
$0
$2.28 Million 0.23% of portfolio
83,571
Q3 2025 Added 0.16%
$0
$1.98 Million 0.2% of portfolio
36,911
Q3 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $982 Million
  • Prior Value $900 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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