Stokes Family Office, LLC

CIK 0001802278 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Stokes Family Office, LLC reported 272 positions worth $857.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VIG (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$857.6M
2026 Q2
Positions
272
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.2%
Est. Net Flow (Q)
2026 Q2
10 / 272 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIGVANGUARD SPECIALIZED FUNDSSH$58.8M6.86%248,453
2AAPLAPPLE INCSH$52.4M6.10%180,918
3GOOGALPHABET INCSH$29.5M3.44%83,398
4IVWISHARES TRSH$24.2M2.82%175,837
5VTIVANGUARD INDEX FDSSH$20.9M2.43%56,424
6IUSBISHARES TRSH$20.2M2.36%437,700
7DYNFBLACKROCK ETF TRUSTSH$19.0M2.21%278,969
8ITOTISHARES TRSH$18.3M2.14%111,512
9IVEISHARES TRSH$17.0M1.98%74,727
10MSFTMICROSOFT CORPSH$16.2M1.89%43,367

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stokes Family Office, LLC hold as of Q2 2026?

Stokes Family Office, LLC reported 272 positions worth $857.6M in its Q2 2026 13F filing. Largest positions: VIG (6.9%), AAPL (6.1%), GOOG (3.4%), IVW (2.8%) and VTI (2.4%).

What did Stokes Family Office, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stokes Family Office, 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.