MondegarAI
Stokes Family Office, LLC

Q2 2025 · 13F-HR

Stokes Family Office, LLCholdings as filed

Filed 2025-08-06 · accession 0001062993-25-013722

$953.1M
Reported value
234
Positions
2025-06-30
Period end
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The Brief · Stokes Family Office, LLC · Q2 2025

AI · grounded in 13F

Stokes Family Office, LLC established a new position in VIG valued at $91.7M. The fund also initiated new stakes in AAPL for $46.4M and IUSB for $30.8M. Additional new positions include IVW at $29.7M, SCHR at $28.4M, and MSFT at $27.7M. Total assets under management stand at $953.1M across 234 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$91.7M9.62%448,160CommonNONE
037833100AAPLAPPLE INC$46.4M4.87%226,155CommonNONE
46434V613IUSBISHARES TR$30.8M3.23%665,945CommonNONE
464287309IVWISHARES TR$29.7M3.12%270,156CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$28.4M2.98%1,133,415CommonNONE
594918104MSFTMICROSOFT CORP$27.7M2.91%55,703CommonNONE
46434V274INTFISHARES TR$27.6M2.90%807,176CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$25.6M2.69%470,668CommonNONE
464287150ITOTISHARES TR$23.0M2.41%170,141CommonNONE
464287408IVEISHARES TR$22.7M2.38%116,029CommonNONE
922908769VTIVANGUARD INDEX FDS$18.6M1.95%61,100CommonNONE
30231G102XOMEXXON MOBIL CORP$18.1M1.90%167,664CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$17.9M1.88%810,656CommonNONE
02079K107GOOGALPHABET INC$16.6M1.74%93,754CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$13.8M1.45%47,703CommonNONE
46434G889EMGFISHARES INC$12.7M1.33%243,110CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.3M1.29%25,377CommonNONE
02072L409QMOMEA SERIES TRUST$12.1M1.26%185,454CommonNONE
78464A383SPMBSPDR SERIES TRUST$12.0M1.26%545,139CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11.7M1.22%87,502CommonNONE
02072L565BOXXEA SERIES TRUST$11.6M1.21%102,690CommonNONE
464288653TLHISHARES TR$11.2M1.17%110,053CommonNONE
02072L102QVALEA SERIES TRUST$10.7M1.12%242,041CommonNONE
464287101OEFISHARES TR$10.4M1.09%34,210CommonNONE
023135106AMZNAMAZON COM INC$10.3M1.09%47,158CommonNONE
46432F842IEFAISHARES TR$10.0M1.05%120,034CommonNONE
09290C806THROBLACKROCK ETF TRUST$9.9M1.04%278,434CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$9.9M1.04%108,610CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9.5M1.00%192,207CommonNONE
166764100CVXCHEVRON CORP NEW$9.4M0.99%65,865CommonNONE
02072L607FRDMEA SERIES TRUST$9.2M0.96%226,851CommonNONE
478160104JNJJOHNSON & JOHNSON$8.9M0.94%58,352CommonNONE
46432F396MTUMISHARES TR$8.3M0.87%34,702CommonNONE
68389X105ORCLORACLE CORP$7.8M0.82%35,538CommonNONE
718172109PMPHILIP MORRIS INTL INC$7.5M0.78%41,035CommonNONE
922908363VOOVANGUARD INDEX FDS$7.4M0.78%13,041CommonNONE
092528603BINCBLACKROCK ETF TRUST II$7.2M0.76%136,265CommonNONE
437076102HDHOME DEPOT INC$7.0M0.73%19,045CommonNONE
172908105CTASCINTAS CORP$6.2M0.65%27,936CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$5.9M0.62%252,913CommonNONE
464285204IAUISHARES GOLD TR$5.8M0.61%93,539CommonNONE
67066G104NVDANVIDIA CORPORATION$5.8M0.61%36,657CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.8M0.61%64,229CommonNONE
09290D101BLKBLACKROCK INC$5.6M0.59%5,376CommonNONE
02079K305GOOGLALPHABET INC$5.6M0.58%31,605CommonNONE
464287879IJSISHARES TR$5.2M0.55%52,385CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$5.2M0.54%65,001CommonNONE
921910873MGCVANGUARD WORLD FD$5.0M0.53%22,280CommonNONE
464287200IVVISHARES TR$5.0M0.52%8,029CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4.8M0.50%36,975CommonNONE
922908736VUGVANGUARD INDEX FDS$4.7M0.49%10,707CommonNONE
00287Y109ABBVABBVIE INC$4.7M0.49%25,110CommonNONE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$4.6M0.48%462,145CommonNONE
30303M102METAMETA PLATFORMS INC$4.6M0.48%6,176CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$4.5M0.48%224,050CommonNONE
922908611VBRVANGUARD INDEX FDS$4.5M0.48%23,236CommonNONE
11135F101AVGOBROADCOM INC$4.5M0.47%16,229CommonNONE
931142103WMTWALMART INC$4.5M0.47%45,734CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.2M0.44%86,418CommonNONE
713448108PEPPEPSICO INC$4.0M0.42%30,649CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.9M0.41%24,436CommonNONE
922908512VOEVANGUARD INDEX FDS$3.7M0.39%22,578CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.7M0.39%55,207CommonNONE
002824100ABTABBOTT LABS$3.7M0.39%27,006CommonNONE
17275R102CSCOCISCO SYS INC$3.6M0.38%51,742CommonNONE
464287671IUSGISHARES TR$3.4M0.35%22,308CommonNONE
532457108LLYELI LILLY & CO$3.3M0.34%4,208CommonNONE
02209S103MOALTRIA GROUP INC$3.2M0.34%54,623CommonNONE
464288281EMBISHARES TR$3.2M0.33%34,273CommonNONE
02072L300IMOMEA SERIES TRUST$3.2M0.33%93,112CommonNONE
92826C839VVISA INC$3.0M0.32%8,561CommonNONE
G29183103ETNEATON CORP PLC$2.9M0.30%8,098CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.30%4,621CommonNONE
46434V282LRGFISHARES TR$2.7M0.28%41,682CommonNONE
670100205NVONOVO-NORDISK A S$2.6M0.28%38,221CommonNONE
64110L106NFLXNETFLIX INC$2.6M0.27%1,956CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.5M0.27%8,674CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$2.5M0.26%31,361CommonNONE
464287705IJJISHARES TR$2.5M0.26%19,978CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$2.4M0.26%43,372CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.24%2,354CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.2M0.23%44,905CommonNONE
46434G103IEMGISHARES INC$2.2M0.23%36,955CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.2M0.23%83,435CommonNONE
464288414MUBISHARES TR$2.2M0.23%20,995CommonNONE
580135101MCDMCDONALDS CORP$2.1M0.22%7,226CommonNONE
654106103NKENIKE INC$2.1M0.22%29,368CommonNONE
320517105FHNFIRST HORIZON CORPORATION$2.0M0.21%95,477CommonNONE
512807306LRCXLAM RESEARCH CORP$2.0M0.21%20,661CommonNONE
40090E106CIBGRUPO CIBEST SA$2.0M0.21%43,290CommonNONE
279158109ECECOPETROL S A$1.9M0.20%212,808CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.9M0.20%66,966CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.8M0.19%4,087CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.8M0.19%5,605CommonNONE
191216100KOCOCA COLA CO$1.7M0.18%24,553CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.18%37,373CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.18%18,597CommonNONE
46429B267GOVTISHARES TR$1.7M0.18%73,083CommonNONE
00206R102TAT&T INC$1.6M0.17%54,841CommonNONE
45780L104INGNINOGEN INC$1.6M0.17%224,669CommonNONE
922908553VNQVANGUARD INDEX FDS$1.5M0.16%17,224CommonNONE
91879Q109MTNVAIL RESORTS INC$1.5M0.16%9,628CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$1.5M0.15%15,355CommonNONE
609207105MDLZMONDELEZ INTL INC$1.5M0.15%21,589CommonNONE
842587107SOSOUTHERN CO$1.4M0.15%15,661CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.15%4,848CommonNONE
46434VBD1IBDQISHARES TR$1.4M0.15%55,962CommonNONE
46435GAA0IBDRISHARES TR$1.4M0.15%57,843CommonNONE
46435G409IVLUISHARES TR$1.3M0.14%40,628CommonNONE
29273V100ETENERGY TRANSFER L P$1.3M0.14%72,276CommonNONE
254687106DISDISNEY WALT CO$1.3M0.14%10,486CommonNONE
907818108UNPUNION PAC CORP$1.3M0.14%5,630CommonNONE
871829107SYYSYSCO CORP$1.3M0.13%16,758CommonNONE
464287689IWVISHARES TR$1.2M0.13%3,500CommonNONE
922908652VXFVANGUARD INDEX FDS$1.2M0.12%6,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.12%3,640CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.1M0.12%13,653CommonNONE
88160R101TSLATESLA INC$1.0M0.11%3,292CommonNONE
78468R523BILSSPDR SERIES TRUST$1.0M0.11%10,300CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.11%23,380CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$952,0890.10%30,703CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$937,9450.10%10,053CommonNONE
46434V621DGROISHARES TR$917,7950.10%14,354CommonNONE
46434V100SLQDISHARES TR$906,4210.10%17,917CommonNONE
20030N101CMCSACOMCAST CORP NEW$827,2960.09%23,180CommonNONE
57636Q104MAMASTERCARD INCORPORATED$826,0520.09%1,470CommonNONE
78468R721TFISPDR SERIES TRUST$801,2460.08%17,937CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$794,6980.08%20,038CommonNONE
40412C101HCAHCA HEALTHCARE INC$784,5890.08%2,048CommonNONE
G6683N103NUNU HLDGS LTD$754,6000.08%55,000CommonNONE
46435UAA9IBDSISHARES TR$749,1910.08%30,869CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$740,4490.08%17,081CommonNONE
031162100AMGNAMGEN INC$730,6750.08%2,617CommonNONE
46428Q109SLVISHARES SILVER TR$718,5390.08%21,900CommonNONE
46436E130IBDYISHARES TR$705,9110.07%27,250CommonNONE
46438G653IBDZISHARES TR$705,5100.07%27,000CommonNONE
46436E312IBDXISHARES TR$691,0390.07%27,330CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$684,7960.07%3,768CommonNONE
921910709EDVVANGUARD WORLD FD$673,0000.07%10,000CommonNONE
78468R663BILSPDR SERIES TRUST$670,0880.07%7,305CommonNONE
808513105SCHWSCHWAB CHARLES CORP$658,3880.07%7,216CommonNONE
149123101CATCATERPILLAR INC$637,8290.07%1,643CommonNONE
291011104EMREMERSON ELEC CO$627,8510.07%4,709CommonNONE
464288877EFVISHARES TR$623,9090.07%9,828CommonNONE
717081103PFEPFIZER INC$623,1900.07%25,709CommonNONE
46435G102ICVTISHARES TR$607,4200.06%6,742CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$605,4080.06%2,673CommonNONE
78464A854SPYMSPDR SERIES TRUST$599,3290.06%8,245CommonNONE
02072L201IVALEA SERIES TRUST$585,4800.06%21,000CommonNONE
46435U515IBDTISHARES TR$571,0600.06%22,465CommonNONE
46436E205IBDUISHARES TR$568,0620.06%24,349CommonNONE
46432F834IXUSISHARES TR$566,7550.06%7,331CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$562,4920.06%3,964CommonNONE
46429B747STIPISHARES TR$559,7270.06%5,439CommonNONE
58933Y105MRKMERCK & CO INC$556,2540.06%7,027CommonNONE
110448107BTIBRITISH AMERN TOB PLC$554,2820.06%11,711CommonNONE
N07059210ASMLASML HOLDING N V$551,3560.06%688CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$543,4100.06%1,000CommonNONE
922908629VOVANGUARD INDEX FDS$532,1660.06%1,902CommonNONE
46436E726IBDVISHARES TR$524,1130.05%23,845CommonNONE
98978V103ZTSZOETIS INC$523,5710.05%3,357CommonNONE
46436E486IBDWISHARES TR$520,3190.05%24,730CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$503,1520.05%5,880CommonNONE
565394103CARTMAPLEBEAR INC$501,2590.05%11,080CommonNONE
464287507IJHISHARES TR$487,1670.05%7,855CommonNONE
949746101WMT2WELLS FARGO CO NEW$485,8480.05%6,064CommonNONE
14040H105COFCAPITAL ONE FINL CORP$477,0500.05%2,242CommonNONE
46434G764EMXCISHARES INC$474,5070.05%7,515CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$470,2980.05%3,805CommonNONE
136385101CNQCANADIAN NAT RES LTD$462,9140.05%14,742CommonNONE
464288638IGIBISHARES TR$461,6510.05%8,663CommonNONE
79466L302CRMSALESFORCE INC$461,1110.05%1,691CommonNONE
464287804IJRISHARES TR$451,1140.05%4,128CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$448,2740.05%897CommonNONE
219350105GLWCORNING INC$439,8100.05%8,363CommonNONE
94106L109WMWASTE MGMT INC DEL$439,5630.05%1,921CommonNONE
92189H201ITMVANECK ETF TRUST$425,6450.04%9,361CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$425,5600.04%14,569CommonNONE
25746U109DDOMINION ENERGY INC$395,7660.04%7,002CommonNONE
25243Q205DEODIAGEO PLC$389,3820.04%3,861CommonNONE
58733R102MELIMERCADOLIBRE INC$386,8170.04%148CommonNONE
46429B697USMVISHARES TR$378,8970.04%4,036CommonNONE
29667J101ESQESQUIRE FINL HLDGS INC$378,6400.04%4,000CommonNONE
464288885EFGISHARES TR$373,9800.04%3,339CommonNONE
539830109LMTLOCKHEED MARTIN CORP$373,2910.04%806CommonNONE
571903202MARMARRIOTT INTL INC NEW$370,7460.04%1,357CommonNONE
46434V407SHYGISHARES TR$365,4820.04%8,472CommonNONE
46434V803HEFAISHARES TR$364,5680.04%9,604CommonNONE
46432F388VLUEISHARES TR$346,8000.04%3,063CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$339,5840.04%12,800CommonNONE
548661107LOWLOWES COS INC$330,8810.03%1,491CommonNONE
464287432TLTISHARES TR$330,2320.03%3,742CommonNONE
464287655IWMISHARES TR$324,1170.03%1,502CommonNONE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$323,0000.03%25,000CommonNONE
458140100INTCINTEL CORP$319,3410.03%14,256CommonNONE
G85158106STNESTONECO LTD$314,3840.03%19,600CommonNONE
697435105PANWPALO ALTO NETWORKS INC$312,8950.03%1,529CommonNONE
29250N105ENBENBRIDGE INC$307,0430.03%6,775CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$300,2040.03%3,194CommonNONE
780259305SHELSHELL PLC$297,9750.03%4,232CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$294,3640.03%726CommonNONE
655844108NSCNORFOLK SOUTHN CORP$288,9900.03%1,129CommonNONE
58155Q103MCKMCKESSON CORP$285,7840.03%390CommonNONE
060505104BACBANK AMERICA CORP$284,8040.03%6,019CommonNONE
172967424CCITIGROUP INC$282,4880.03%3,319CommonNONE
718546104PSXPHILLIPS 66$277,9650.03%2,330CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$277,8840.03%48CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$266,5300.03%2,253CommonNONE
808524607SCHASCHWAB STRATEGIC TR$252,8990.03%9,996CommonNONE
922908751VBVANGUARD INDEX FDS$250,4880.03%1,057CommonNONE
29364G103ETRENTERGY CORP NEW$246,8660.03%2,970CommonNONE
929236107WDFCWD 40 CO$244,5030.03%1,072CommonNONE
30063P105EXKEXACT SCIENCES CORP$240,0330.03%4,517CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$238,9220.03%3,281CommonNONE
78463V107GLDSPDR GOLD TR$236,2430.02%775CommonNONE
375558103GILDGILEAD SCIENCES INC$230,8230.02%2,082CommonNONE
097023105BABOEING CO$230,0640.02%1,098CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$221,2560.02%827CommonNONE
369604301GEGE AEROSPACE$220,5560.02%857CommonNONE
244199105DEDEERE & CO$220,1760.02%433CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$219,5000.02%1,860CommonNONE
579780206MKCMCCORMICK & CO INC$211,9930.02%2,796CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$210,7310.02%372CommonNONE
370334104GISGENERAL MLS INC$208,9500.02%4,033CommonNONE
773903109ROKROCKWELL AUTOMATION INC$205,2810.02%618CommonNONE
904767704UNILEVER PLC$205,1030.02%3,353CommonNONE
464287499IWRISHARES TR$203,0700.02%2,208CommonNONE
46431W838MEARISHARES U S ETF TR$200,4350.02%3,987CommonNONE
12562N104CKXCKX LDS INC$195,4250.02%18,264CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$174,5830.02%62,129CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$125,1000.01%10,000CommonNONE
87261Y106TMCTMC THE METALS COMPANY INC$80,4870.01%12,195CommonNONE
74347M108PUMPPROPETRO HLDG CORP$73,2760.01%12,274CommonNONE
67577R102IRDOPUS GENETICS INC$11,4180.00%12,120CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.