13F Filings History of Biltmore Wealth Management, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$264,939,765
Signature - Title
Kevin Sweeney - Chief Compliance Officer
Location
Tempe, AZ
Summary
This page shows a list of all the recent 13F filings made by Biltmore Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Biltmore Wealth Management, LLC reported 59 stock holdings with total value $264,939,765 as of Q4 2025. Top holdings included XLI, XLK, XLV, XLY, and SMMU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $264,939,765 +$45,837,038 -$2,298,171 +$43,538,867 XLI, XLK, XLV, XLY, SMMU 13F-HR 16 Jan 2026, 15:37
Q3 2025 58 $261,976,334 +$9,702,883 -$9,528,811 +$174,072 XLI, XLK, XLY, XLV, SMMU 13F-HR 22 Oct 2025, 12:00
Q2 2025 58 $247,060,858 +$2,884,291 -$6,436,361 -$3,552,070 XLI, XLK, XLY, XLV, SMMU 13F-HR 09 Jul 2025, 17:15
Q1 2025 58 $237,074,684 +$1,785,320 -$2,239,441 -$454,121 XLI, XLK, XLV, SMMU, XLY 13F-HR 16 Apr 2025, 21:47
Q4 2024 55 $240,139,896 +$1,896,471 -$1,039,566 +$856,905 XLI, XLK, XLY, XLV, SMMU 13F-HR 13 Jan 2025, 19:22
Q3 2024 55 $243,446,143 +$8,734,747 -$10,841,525 -$2,106,778 XLI, XLK, XLV, XLY, SMMU 13F-HR 04 Oct 2024, 16:35
Q2 2024 54 $230,818,194 +$9,076,235 -$4,235,727 +$4,840,508 XLI, XLK, XLV, XLY, SMMU 13F-HR 12 Jul 2024, 14:06
Q1 2024 53 $204,621,694 $0 $0 $0 XLI, XLK, XLV, SMMU, XLY 13F-HR 03 May 2024, 20:05
Q4 2023 53 $210,198,770 +$5,765,889 -$19,818,771 -$14,052,882 XLI, XLK, XLV, SMMU, XLY 13F-HR 24 Jan 2024, 18:11
Q3 2023 52 $207,108,143 +$14,995,280 -$35,368,380 -$20,373,100 XLI, XLV, XLK, SMMU, XLY 13F-HR 10 Oct 2023, 21:06
Q2 2023 52 $235,789,301 +$22,992,118 -$45,921,753 -$22,929,635 XLK, XLI, XLY, XLV, SMMU 13F-HR 11 Jul 2023, 21:05
Q1 2023 51 $248,074,906 +$19,106,957 -$13,584,870 +$5,522,087 SHM, XLK, XLI, XLV, XLY 13F-HR 14 Apr 2023, 14:21
Q4 2022 48 $231,813,824 +$4,152,976 -$3,884,617 +$268,359 SHM, XLI, XLK, XLV, TIP Restatement 21 Feb 2023, 06:34
Q3 2022 46 $217,714,000 +$4,776,909 -$3,668,334 +$1,108,575 SHM, XLI, XLK, XLV, TIP 13F-HR 14 Nov 2022, 14:50
Q2 2022 50 $227,280,000 +$2,964,856 -$3,272,315 -$307,459 SHM, XLI, XLK, XLV, TIP 13F-HR 04 Aug 2022, 17:32
Q1 2022 50 $257,381,000 +$1,943,808 -$2,725,389 -$781,581 SHM, XLK, XLI, XLV, XLY 13F-HR 05 May 2022, 19:23
Q4 2021 52 $265,812,000 +$2,798,236 -$5,346,732 -$2,548,496 SHM, XLK, XLI, XLV, XLY 13F-HR 02 Feb 2022, 16:13
Q3 2021 52 $249,885,000 +$52,215,645 -$45,582,535 +$6,633,110 SHM, XLK, XLI, XLY, XLV Restatement 16 Nov 2021, 10:42
Q2 2021 47 $245,386,000 +$12,241,960 -$6,777,604 +$5,464,356 SHM, XLK, XLI, XLV, XLY 13F-HR 26 Jul 2021, 18:57
Q1 2021 47 $230,056,000 +$41,782,484 -$11,537,459 +$30,245,025 SHM, XLI, XLK, XLY, XLV 13F-HR 29 Apr 2021, 11:09
Q4 2020 47 $193,559,000 +$1,700,365 -$1,193,863 +$506,502 SHM, XLK, XLY, XLI, XLV 13F-HR 19 Jan 2021, 21:22
Q3 2020 43 $165,674,000 +$361,960 -$766,373 -$404,413 SHM, XLK, XLY, SHY, XLI 13F-HR 15 Oct 2020, 18:02
Q2 2020 43 $120,620,000 +$2,878,941 -$23,818,443 -$20,939,502 SHM, SHY, XLI, XLV, XLP 13F-HR 13 Jul 2020, 16:52
Q1 2020 49 $145,640,000 $0 $0 $0 SHM, XLK, XLV, SHY, XLP 13F-HR 09 Apr 2020, 09:12
Q4 2019 49 $209,130,000 +$4,636,045 -$9,031,571 -$4,395,526 SHM, XLK, XLI, XLV, XLY 13F-HR 16 Jan 2020, 18:29
Q3 2019 49 $204,857,000 +$6,401,043 -$2,726,149 +$3,674,894 SHM, XLK, XLI, XLY, XLV 13F-HR 09 Oct 2019, 15:46
Q2 2019 48 $199,752,000 +$26,428,172 -$18,596,925 +$7,831,247 SHM, XLK, XLI, XLV, XLY 13F-HR 23 Jul 2019, 12:26
Q1 2019 48 $187,652,000 +$113,142,935 -$24,157,358 +$88,985,577 SHM, XLY, XLI, XLK, SHY 13F-HR 05 Apr 2019, 19:29
Q4 2018 39 $90,620,000 +$1,239,589 -$16,569,347 -$15,329,758 XLV, XLY, SHY, XLK, XLU 13F-HR 14 Jan 2019, 17:12
Q3 2018 42 $120,796,000 +$15,637,788 -$11,180,428 +$4,457,360 XLY, XLV, XLF, XLK, SHY 13F-HR 10 Oct 2018, 17:08
Q2 2018 38 $110,308,000 +$13,539,719 -$10,498,367 +$3,041,352 XLV, XLF, XLK, SHY, XLY 13F-HR 18 Jul 2018, 20:51
Q1 2018 40 $105,494,000 +$15,308,297 -$18,392,502 -$3,084,205 XLV, XLF, XLK, SHY, XLY 13F-HR 10 May 2018, 13:58
Q4 2017 38 $110,943,000 +$26,394,306 -$14,104,414 +$12,289,892 XLV, XLK, XLY, XLP, SHY 13F-HR 08 Feb 2018, 13:32
Q3 2017 36 $95,083,000 +$5,842,207 -$1,875,731 +$3,966,476 XLP, XLI, SHY, XLV, XLB 13F-HR 02 Nov 2017, 08:59
Q2 2017 34 $88,678,000 +$18,129,694 -$39,912,495 -$21,782,801 XLP, XLI, SHY, XLV, XLB 13F-HR 02 Aug 2017, 09:19
Q1 2017 30 $108,607,000 +$22,233,835 -$23,922,142 -$1,688,307 BIL, XLI, XLP, XLB, XLU 13F-HR 11 May 2017, 20:34
Q4 2016 26 $107,784,000 +$106,418 -$5,220,825 -$5,114,407 BIL, XLI, XLP, XLB, XLU 13F-HR 06 Feb 2017, 19:16
Q3 2016 27 $112,570,000 +$1,251,000 -$7,396,491 -$6,145,491 BIL, XLI, XLU, XLP, XLB 13F-HR 10 Nov 2016, 10:02
Q2 2016 25 $118,776,000 +$16,651,022 -$18,731,087 -$2,080,065 BIL, XLI, XLU, XLP, XLB 13F-HR 02 Aug 2016, 20:15
Q1 2016 32 $118,920,000 +$35,974,720 -$30,959,582 +$5,015,138 BIL, XLI, XLK, XLU, XLP 13F-HR 13 Apr 2016, 19:20
Q4 2015 36 $112,139,000 +$2,604,966 -$6,098,250 -$3,493,284 BIL, XLI, XLK, XLY, XLV 13F-HR 15 Jan 2016, 15:39
Q3 2015 38 $111,639,000 +$10,445,598 -$8,880,453 +$1,565,145 BIL, XLI, XLK, XRT, XLY 13F-HR 19 Oct 2015, 17:16
Q2 2015 44 $120,077,000 +$6,426,394 -$3,401,284 +$3,025,110 BIL, XLI, XRT, XLY, XLK 13F-HR 17 Jul 2015, 17:15
Q1 2015 41 $118,410,000 +$16,724,034 -$15,233,193 +$1,490,841 BIL, XLI, XRT, QTEC, XLK 13F-HR 04 May 2015, 19:28
Q4 2014 38 $114,925,000 $0 $0 $0 BIL, XLI, XRT, XLY, XLV 13F-HR 11 Feb 2015, 15:10