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Stokes Family Office, LLC

Stokes Family Office, LLC is an Investment Adviser institutional filer with the SEC under CIK 1802278, reporting 272 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: LA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-11

Top 10 portfolio positions

The largest reported holdings in Stokes Family Office, LLC's most recent 13F filing, ranked by reported market value.

  1. VANGUARD SPECIALIZED FUNDS (VIG)
  2. APPLE INC (AAPL)
  3. ALPHABET INC (GOOG)
  4. ISHARES TR (IVW)
  5. VANGUARD INDEX FDS (VTI)
  6. ISHARES TR (IUSB)
  7. BLACKROCK ETF TRUST (DYNF)
  8. ISHARES TR (ITOT)
  9. ISHARES TR (IVE)
  10. MICROSOFT CORP (MSFT)
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