§ 13F · FUND PROFILE
Stokes Family Office, LLC.
AUM · $858M (13F)Positions · 272Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 248K | $59M | 6.9% | −30% |
| 2 | AAPL | APPLE INC | 181K | $52M | 6.1% | −7% |
| 3 | GOOG | ALPHABET INC | 83K | $29M | 3.4% | −22% |
| 4 | IVW | ISHARES TR | 176K | $24M | 2.8% | −25% |
| 5 | VTI | VANGUARD INDEX FDS | 56K | $21M | 2.4% | −4% |
| 6 | IUSB | ISHARES TR | 438K | $20M | 2.4% | −24% |
| 7 | DYNF | BLACKROCK ETF TRUST | 279K | $19M | 2.2% | −26% |
| 8 | ITOT | ISHARES TR | 112K | $18M | 2.1% | −22% |
| 9 | IVE | ISHARES TR | 75K | $17M | 2.0% | −38% |
| 10 | MSFT | MICROSOFT CORP | 43K | $16M | 1.9% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOKES SIGNAL
AC read
Stokes Family Office, LLC is a Other fund managing $858 million in assets. The fund runs a broad portfolio of 272 positions.
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