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Equibles

Biltmore Family Office, LLC

Family Office

Position in MYFW — First Western Financial Inc

CIK 1731123 CHARLOTTE, NC
Back to MYFW Full portfolio

Position in MYFW

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,455,096
+$341,229 QoQ
Shares Held
45,316
0.0% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#31
of 102 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MYFW Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $6,623,523 across 7 Banks - Regional names. MYFW ranks #2 (22.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 13,854 $3,411,131
2 MYFW
First Western Financial Inc
This page 		45,316 $1,455,096
3 TFC
Truist Financial Corp
 8,366 $416,794
4 FITB
Fifth Third Bancorp
 7,147 $402,876
5 CFG
Citizens Financial Group Inc/Ri
 5,236 $366,886
6 VLY
Valley National Bancorp
 23,029 $337,374
7 SSB
SouthState Bank Corp
 2,336 $233,366

All Filings in MYFW

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,455,096 45,316
2026-03-31 $1,113,867 45,316
2025-12-31 $1,214,921 45,316
2025-09-30 $1,043,627 45,316
2025-06-30 $1,022,328 45,316
2025-03-31 $890,459 45,316
2024-12-31 $885,927 45,316
2023-12-31 $898,616 45,316
2023-09-30 $822,485 45,316
2023-06-30 $842,877 45,316
2023-03-31 $897,256 45,316
2022-12-31 $1,275,645 45,316
2022-09-30 $1,117,039 45,316
2022-06-30 $1,232,142 45,316
2022-03-31 $1,416,578 45,316
2021-12-31 $1,375,793 45,316
2021-09-30 $1,307,366 45,316
2021-06-30 $491,910 19,000
2021-03-31 $475,190 19,000
2020-12-31 $371,830 19,000
2020-09-30 $246,050 19,000
2020-06-30 $270,750 19,000
2020-03-31 $268,660 19,000