Biltmore Family Office, LLC

Family Office

Position in BLK — BlackRock, Inc.

CIK 1731123 CHARLOTTE, NC

Position in BLK

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

Position Value

$957,863

+$83,396 QoQ

Shares Held

996

+21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 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. BLK ranks #3 (7.3% 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.	17,005	$1,894,697
3	BLK	BlackRock, Inc. This page	996	$957,863
4	BX	Blackstone Inc.	1,917	$220,435
5	BSTZ	BlackRock Science & Technology Term Trust	9,791	$216,870

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$957,863	996	+21.9%	Shares	Sole	2026-05-11
2025-12-31	$874,467	817	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$937,359	804	-0.2%	Shares	Sole	2025-10-31
2025-06-30	$845,695	806	+4.3%	Shares	Sole	2025-08-01
2025-03-31	$731,629	773	0.0%	Shares	Sole	2025-05-12
2024-12-31	$792,410	773	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.