Biltmore Family Office, LLC

Family Office

Position in V — Visa Inc.

CIK 1731123 CHARLOTTE, NC

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,843,744

+$657,116 QoQ

Shares Held

14,118

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,706

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $8,152,695 across 4 Credit Services names. V ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,118	$4,843,744
2	MA	Mastercard Inc	3,031	$1,556,721
3	AFRM	Affirm Holdings, Inc.	18,944	$1,544,883
4	AXP	American Express Co	613	$207,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,843,744	14,118	+1.9%	Shares	Sole	2026-08-12
2026-03-31	$4,186,628	13,852	-4.6%	Shares	Sole	2026-05-11
2025-12-31	$5,093,010	14,522	+6.2%	Shares	Sole	2026-02-04
2025-09-30	$4,666,664	13,670	+118.4%	Shares	Sole	2025-10-31
2025-06-30	$2,222,257	6,259	-0.8%	Shares	Sole	2025-08-01
2025-03-31	$2,211,402	6,310	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$1,918,362	6,070	+4.9%	Shares	Sole	2025-02-12
2024-09-30	$1,591,410	5,788	+4.1%	Shares	Sole	2024-11-12
2024-06-30	$1,459,595	5,561	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$1,531,032	5,486	+1.3%	Shares	Sole	2024-05-14
2023-12-31	$1,410,576	5,418	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$1,226,643	5,333	+6.9%	Shares	Sole	2023-11-14
2023-06-30	$1,185,025	4,990	-41.2%	Shares	Sole	2023-08-07
2023-03-31	$1,914,831	8,493	-15.0%	Shares	Sole	2023-05-12
2022-12-31	$2,076,561	9,995	+52.6%	Shares	Sole	2023-02-07
2022-09-30	$1,163,607	6,550	+13.1%	Shares	Sole	2022-11-10
2022-06-30	$1,140,583	5,793	+0.8%	Shares	Sole	2022-08-04
2022-03-31	$1,274,955	5,749	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,245,865	5,749	-6.3%	Shares	Sole	2022-02-11
2021-09-30	$1,367,016	6,137	+23.2%	Shares	Sole	2021-11-12
2021-06-30	$1,164,423	4,980	+0.6%	Shares	Sole	2021-07-30
2021-03-31	$1,048,275	4,951	-22.8%	Shares	Sole	2021-05-12
2020-12-31	$1,402,059	6,410	+1.9%	Shares	Sole	2021-02-09
2020-09-30	$1,257,611	6,289	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,214,846	6,289	-14.6%	Shares	Sole	2020-08-05
2020-03-31	$1,186,487	7,364	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.