Stokes Family Office
Stokes Family Office reported 272 stocks worth $858M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VIG (6.9%), AAPL (6.1%) and GOOG (3.4%). Compared with Q1 2026, the fund opened new positions in GEQ, CAOS and HIDE, added to LLY, FRMM and VUG, trimmed VIG, AAPL and GOOG and sold out of AGG, FNDF and IGIB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $58.8M | 6.9% | 248K | −106K (−30%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $52.4M | 6.1% | 181K | −14K (−7%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $29.5M | 3.4% | 83K | −23K (−22%) | 8 of 8 | |
| 4 |  IVW Ishares TR | $24.2M | 2.8% | 176K | −58K (−25%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $20.9M | 2.4% | 56K | −2,465 (−4%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $20.2M | 2.4% | 438K | −137K (−24%) | 8 of 8 | |
| 7 |  DYNF Blackrock ETF Trust | $19M | 2.2% | 279K | −99K (−26%) | 8 of 8 | |
| 8 |  ITOT Ishares TR | $18.3M | 2.1% | 112K | −31K (−22%) | 8 of 8 | |
| 9 |  IVE Ishares TR | $17M | 2.0% | 75K | −47K (−38%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $16.2M | 1.9% | 43K | −2,692 (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $1.3M | 13K |
 FNDF Schwab Fundamental International Equity ETF | $801K | 16K |
 IGIB Ishares TR | $461K | 8,663 |
 APO Apollo Global Mgmt Inc | $448K | 4,019 |
 ESQ Esquire Finl Hldgs Inc | $430K | 4,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stokes Family Office 13F FAQ
What does Stokes Family Office own?
Stokes Family Office reported 272 stocks worth $858M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VIG (6.9%), AAPL (6.1%) and GOOG (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Stokes Family Office buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 38 added to, 182 trimmed and 20 sold out. New positions include GEQ, CAOS and HIDE. It sold all of AGG, FNDF and IGIB.
When will Stokes Family Office file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stokes Family Office's portfolio worth?
The Q2 2026 filing reports $858M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.