§ 13F · FUND PROFILE
Stokes Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 265Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 354K | $76M | 7.9% | +3% |
| 2 | AAPL | APPLE INC | 195K | $49M | 5.1% | −14% |
| 3 | GOOG | ALPHABET INC | 107K | $31M | 3.2% | −7% |
| 4 | IUSB | ISHARES TR | 575K | $27M | 2.7% | −8% |
| 5 | IVW | ISHARES TR | 233K | $26M | 2.7% | −9% |
| 6 | IVE | ISHARES TR | 121K | $26M | 2.6% | −22% |
| 7 | SCHR | SCHWAB STRATEGIC TR | 997K | $25M | 2.6% | −11% |
| 8 | DYNF | BLACKROCK ETF TRUST | 378K | $22M | 2.3% | −19% |
| 9 | ITOT | ISHARES TR | 142K | $20M | 2.1% | −14% |
| 10 | VTI | VANGUARD INDEX FDS | 59K | $19M | 1.9% | −4% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 265 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed