Stokes Family Office, LLC
CIK: 0001802278SEC EDGAR →
Portfolio Value
$1.1T
Holdings
310
As of
Q4 2025
New Positions
33
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 342,887 | $75.4B | 6.89% |
| 2 | APPLE INC | 227,278 | $61.8B | 5.65% |
| 3 | ALPHABET INC | 114,556 | $35.9B | 3.29% |
| 4 | ISHARES TR | 154,614 | $32.8B | 3.00% |
| 5 | MICROSOFT CORP | 66,281 | $32.1B | 2.93% |
| 6 | ISHARES TR | 257,225 | $31.7B | 2.90% |
| 7 | ISHARES TR | 624,691 | $29.1B | 2.66% |
| 8 | BLACKROCK ETF TRUST | 467,316 | $28.4B | 2.60% |
| 9 | SCHWAB STRATEGIC TR | 1,122,390 | $28.1B | 2.57% |
| 10 | ISHARES TR | 165,303 | $24.6B | 2.25% |
Quarterly Changes
Top Buys
New Positions (53)
$11.1B · 332K shares
$1.8B · 9K shares
$1.5B · 15K shares
$1.2B · 13K shares
$813.0M · 19K shares
$778.0M · 18K shares
$738.0M · 4K shares
$662.0M · 5K shares
$570.0M · 22K shares
$545.0M · 3K shares
$477.0M · 10K shares
$474.0M · 64K shares
$469.0M · 2K shares
$458.0M · 4K shares
$408.0M · 8K shares
$353.0M · 1K shares
$325.0M · 5K shares
$317.0M · 1K shares
$315.0M · 617 shares
$307.0M · 1K shares
$306.0M · 4K shares
$305.0M · 2K shares
$269.0M · 2K shares
$269.0M · 516 shares
$266.0M · 3K shares
$262.0M · 4K shares
$253.0M · 3K shares
$248.0M · 3K shares
$237.0M · 2K shares
$235.0M · 1K shares
$232.0M · 2K shares
$228.0M · 3K shares
$225.0M · 7K shares
$225.0M · 4K shares
$224.0M · 528 shares
$221.0M · 11K shares
$220.0M · 2K shares
$212.0M · 3K shares
$211.0M · 5K shares
$208.0M · 5K shares
$207.0M · 1K shares
$207.0M · 2K shares
$201.0M · 1K shares
$200.0M · 2K shares
$167.0M · 28K shares
$128.0M · 80K shares
$116.0M · 11K shares
$91.0M · 16K shares
$75.0M · 19K shares
$67.0M · 11K shares
$47.0M · 10K shares
$36.0M · 11K shares
$26.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 151 | $694.8B | 63.6% |
| Technology | 26 | $134.8B | 12.3% |
| Communication Services | 9 | $57.5B | 5.3% |
| Unknown | 16 | $49.4B | 4.5% |
| Healthcare | 22 | $42.1B | 3.8% |
| Consumer Cyclical | 14 | $29.4B | 2.7% |
| Industrials | 26 | $27.6B | 2.5% |
| Consumer Defensive | 13 | $26.8B | 2.4% |
| Energy | 19 | $25.9B | 2.4% |
| Utilities | 5 | $2.6B | 0.2% |
| Basic Materials | 6 | $1.5B | 0.1% |
| Real Estate | 3 | $788.0M | 0.1% |