Biltmore Wealth Management, LLC
Biltmore Wealth Management, LLC reported 58 positions worth $320.4M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: XLK (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $39.8M | 12.41% | 208,740 | — | — | |
| ▸ 2 | XLI | SH | $39.6M | 12.37% | 213,900 | — | — | |
| ▸ 3 | XLV | SH | $28.8M | 8.99% | 181,609 | — | — | |
| ▸ 4 | BILZ | SH | $26.6M | 8.31% | 263,637 | — | — | |
| ▸ 5 | XLY | SH | $23.4M | 7.31% | 199,665 | — | — | |
| ▸ 6 | SMMU | SH | $21.4M | 6.69% | 424,580 | — | — | |
| ▸ 7 | XLP | SH | $16.7M | 5.22% | 201,408 | — | — | |
| ▸ 8 | USRT | SH | $15.1M | 4.70% | 226,548 | — | — | |
| ▸ 9 | XLU | SH | $14.0M | 4.36% | 308,174 | — | — | |
| ▸ 10 | XLB | SH | $13.9M | 4.34% | 273,577 | — | — |
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Frequently Asked Questions
What stocks does Biltmore Wealth Management, LLC hold as of Q2 2026?
Biltmore Wealth Management, LLC reported 58 positions worth $320.4M in its Q2 2026 13F filing. Largest positions: XLK (12.4%), XLI (12.4%), XLV (9.0%), BILZ (8.3%) and XLY (7.3%).
What did Biltmore Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Biltmore Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.