Institutional Fund
Stokes Family Office, LLC
New Orleans, LACIK 18022785 filings on record
Portfolio Value
$968.98M
Q1 2026
Holdings
276
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-11.4%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds7.9%
- Apple Inc5.1%
- Alphabet Inc3.2%
- Ishares Tr2.7%
- Ishares Tr2.7%
- Ishares Tr2.6%
- Other75.8%
Portfolio Holdings
276 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 354.1K | $76.15M | 7.9% | +11.2K | Added |
| 2 | Apple Inc | 195.0K | $49.48M | 5.1% | −32.3K | Reduced |
| 3 | Alphabet Inc | 106.6K | $30.59M | 3.2% | −7.9K | Reduced |
| 4 | Ishares Tr | 574.7K | $26.55M | 2.7% | −50.0K | Reduced |
| 5 | Ishares Tr | 233.4K | $26.40M | 2.7% | −23.8K | Reduced |
| 6 | Ishares Tr | 121.2K | $25.60M | 2.6% | −33.4K | Reduced |
| 7 | Schwab Strategic Tr | 997.2K | $24.84M | 2.6% | −125.2K | Reduced |
| 8 | Blackrock ETF Trust | 378.3K | $22.01M | 2.3% | −89.0K | Reduced |
| 9 | Ishares Tr | 142.3K | $20.27M | 2.1% | −23.0K | Reduced |
| 10 | Vanguard Index Fds | 58.9K | $18.89M | 1.9% | −2.6K | Reduced |
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