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Stokes Family Office, LLC
Stokes Family Office, LLC is a 100% family-owned SEC-registered investment adviser offering wealth management, retirement plan consulting, and family office services. The firm is known for its client-first, relationship-driven approach and has been recognized nationally as a top registered investment advisory firm. Stokes Family Office tailors its services to high net worth individuals, institutions, and retirement plans, focusing on discretionary portfolio management, continuous monitoring, and annual client reviews. The firm frequently allocates assets to mutual funds, ETFs, and ETNs, and may use separate account managers based on client needs.
Investment Strategy
Employs a discretionary client-portfolio management strategy, primarily allocating assets among mutual funds, exchange-traded funds (ETFs), and exchange-traded notes (ETNs). The firm may use separate account managers for specialized mandates, with client-specific portfolio construction based on individual circumstances and objectives. Stokes Family Office provides customized advice and ongoing asset allocation, with annual reviews to adapt to changing client needs.
Latest 13F Filing Activity
Stokes Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 233 equity positions with a total 13F market value of $953M. The fund increased holdings in Ishares TR, Blackrock Etf Trust, Vanguard Charlotte FDS among other positions. Stokes Family Office, LLC reduced exposure to Ishares TR, Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (233)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 9.62% | $91.7M | 448,160 | $132.07 | $204.67 | -$3.8M |
A AAPL | APPLE INC | 4.87% | $46.4M | 226,155 | $90.65 | $205.17 | -$4.4M |
I IUSB | ISHARES TR | 3.23% | $30.8M | 665,945 | $47.34 | $46.23 | -$1.9M |
I IVW | ISHARES TR | 3.12% | $29.7M | 270,156 | $83.30 | $110.10 | +$2.8M |
S SCHR | SCHWAB STRATEGIC TR | 2.98% | $28.4M | 1,133,415 | $24.78 | $25.03 | -$911.4K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | New Orleans, LA , United States | |
 | Analyst | New Orleans, LA , United States | |
 | Managing Partner | New Orleans, LA , United States |
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