Stokes Family Office, LLC
CIK 1802278
13F filing for Q2 2026・No. 2,837
- Holdings
- US$857.57M
- Quarter change
- −US$111.4M
- Entries
- 272
- Net bought (estimate)
- −US$213.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 20
- Cut 183
- Added 39
- Corporate actions 0
- Unchanged 34
Largest holdings
272 stocks worth US$857.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 248,453 | US$58.79M | 6.86% |
| AAPLAppleCOM | Cut | 180,918 | US$52.35M | 6.10% |
| GOOGALPHABET INCCAP STK CL C | Cut | 83,398 | US$29.47M | 3.44% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 175,837 | US$24.18M | 2.82% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 56,424 | US$20.88M | 2.43% |
| ISHARES TRCORE UNIVRSL USD | Cut | 437,700 | US$20.2M | 2.36% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 278,969 | US$18.97M | 2.21% |
| ISHARES TRCORE S&P TTL STK | Cut | 111,512 | US$18.32M | 2.14% |
| ISHARES TRS&P 500 VAL ETF | Cut | 74,727 | US$16.97M | 1.98% |
| MSFTMicrosoftCOM | Cut | 43,367 | US$16.18M | 1.89% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.