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Portfolio (Quarterly) Guide ↗

Biltmore Wealth Management, LLC

· CIK 0001598102
13F Portfolio $265M AUM 59 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 22 Added 19 Reduced
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 6,806.0 $564K 0.21% -759.0 -10.0% $82.81 -0.9%
42 PSA PUBLIC STORAGE OPER CO Real Estate 2,130.0 $553K 0.21% +23.0 +1.1% $259.47 +17.5%
43 PSX PHILLIPS 66 Energy 4,099.0 $529K 0.20% +26.0 +0.6% $129.05 +42.2%
44 ALB ALBEMARLE CORP Basic Materials 3,408.0 $482K 0.18% NEW $141.44 +19.1%
45 XOM EXXON MOBIL CORP Energy 3,556.0 $428K 0.16% $120.34 +35.7%
46 MSFT MICROSOFT CORP Technology 807.0 $391K 0.15% $483.91 -14.6%
47 BERKSHIRE HATHAWAY INC DEL 751.0 $377K 0.14% $502.65
48 IBM INTERNATIONAL BUSINESS MACHS Technology 1,233.0 $365K 0.14% -16.0 -1.3% $296.21 -26.7%
49 NFLX NETFLIX INC Communication Services 3,733.0 $350K 0.13% +3K +845.1% $93.76 -6.5%
50 LLY ELI LILLY & CO Healthcare 319.0 $342K 0.13% -11.0 -3.3% $1073.25 -3.6%
51 META META PLATFORMS INC Communication Services 467.0 $308K 0.12% -12.0 -2.5% $660.20 -9.0%
52 UBER UBER TECHNOLOGIES INC Technology 3,639.0 $297K 0.11% +103.0 +2.9% $81.71 -11.0%
53 SO SOUTHERN CO Utilities 3,201.0 $279K 0.10% $87.19 +8.4%
54 T AT&T INC Communication Services 11,017.0 $274K 0.10% $24.84 +0.9%
55 SPY SPDR S&P 500 ETF TR Financial Services 375.0 $256K 0.10% +3.0 +0.8% $681.92 +7.9%
56 FCX FREEPORT-MCMORAN INC Basic Materials 4,374.0 $222K 0.08% -10K -69.5% $50.79 +16.5%
57 SPG SIMON PPTY GROUP INC NEW Real Estate 1,153.0 $213K 0.08% +14.0 +1.2% $185.06 +8.5%
58 EXC EXELON CORP Utilities 4,775.0 $208K 0.08% +43.0 +0.9% $43.59 +3.1%
59 ABT ABBOTT LABS Healthcare 1,661.0 $208K 0.08% -308.0 -15.6% $125.30 -30.4%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Technology 18.7%
Industrials 10.3%
Healthcare 10.1%
Consumer Cyclical 8.1%
Communication Services 7.0%
Consumer Defensive 4.8%
Energy 4.1%
Basic Materials 3.5%
Real Estate 3.4%