Biltmore Family Office, LLC

Family Office

Position in APO — Apollo Global Management, Inc.

CIK 1731123 CHARLOTTE, NC

Position in APO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,894,697

-$566,946 QoQ

Shares Held

17,005

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Biltmore Family Office, LLC holds $13,035,510 across 5 Asset Management names. APO ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	274,990	$9,745,645
2	APO	Apollo Global Management, Inc. This page	17,005	$1,894,697
3	BLK	BlackRock, Inc.	996	$957,863
4	BX	Blackstone Inc.	1,917	$220,435
5	BSTZ	BlackRock Science & Technology Term Trust	9,791	$216,870

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,894,697	17,005	0.0%	Shares	Sole	2026-05-11
2025-12-31	$2,461,643	17,005	0.0%	Shares	Sole	2026-02-04
2025-09-30	$2,266,256	17,005	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.