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 Market Cap. of $2 Billions to $10 Billions
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