Biltmore Wealth Management, LLC
Biltmore Wealth Management, LLC is a boutique Registered Investment Adviser headquartered in Tempe, Arizona. Founded in 2011, the firm serves retail investors including individuals and high-net-worth individuals, focusing on high-touch, personalized wealth management and financial planning services. With a team of 4 employees, Biltmore offers investment management, retirement planning, cash management, and advanced legacy planning, emphasizing a goal-based approach tailored to each client’s lifestyle and objectives.
Investment Strategy
Biltmore Wealth Management follows a selective, goal-based investment process rather than a market-driven wealth management strategy. The portfolio management team creates proprietary models customized to client objectives, rebalancing as needed and striving for long-term financial success. Services include financial planning, retirement planning, cash management, and legacy protection, all directed toward building, preserving, and transferring wealth according to each client’s unique goals.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLI | SELECT SECTOR SPDR TR | 13.40% | $35.1M | 227,694 | $80.34 | $154.23 | +$2.0M |
X XLK | SELECT SECTOR SPDR TR | 12.07% | $31.6M | 112,180 | $81.86 | $281.86 | +$981.4K |
X XLY | SELECT SECTOR SPDR TR | 9.38% | $24.6M | 102,555 | $120.87 | $239.64 | +$2.4M |
X XLV | SELECT SECTOR SPDR TR | 9.35% | $24.5M | 176,090 | $105.52 | $139.17 | +$2.4M |
S SMMU | PIMCO ETF TR | 7.69% | $20.1M | 398,373 | $49.63 | $50.57 | -$1.4M |