BFO
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Biltmore Family Office’s Global X Cybersecurity ETF BUG Stock Holding History

Biltmore Family Office’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.05M Sell
210,707
-30,536
-13% -$941K 1.06% 16
2026
Q1 		$6.06M Buy
241,243
+40,703
+20% +$1.12M 0.85% 21
2025
Q4 		$6.11M Buy
200,540
+32,649
+19% +$1.08M 0.84% 23
2025
Q3 		$5.91M Buy
167,891
+5,455
+3% +$189K 0.84% 20
2025
Q2 		$6.03M Buy
162,436
+3,971
+3% +$136K 1.02% 13
2025
Q1 		$5.12M Buy
158,465
+66
+0% +$2.23K 0.87% 20
2024
Q4 		$5.09M Sell
158,399
-737
-0.5% -$23.9K 0.85% 20
2024
Q3 		$4.93M Buy
159,136
+252
+0.2% +$7.5K 0.84% 19
2024
Q2 		$4.7M Buy
158,884
+5,860
+4% +$168K 0.87% 18
2024
Q1 		$4.55M Buy
153,024
+28,451
+23% +$853K 0.9% 18
2023
Q4 		$3.66M Buy
124,573
+13,975
+13% +$361K 0.75% 21
2023
Q3 		$2.69M Buy
110,598
+6,162
+6% +$150K 0.61% 28
2023
Q2 		$2.53M Buy
104,436
+14,401
+16% +$333K 0.54% 31
2023
Q1 		$2.11M Sell
90,035
-73
-0.1% -$1.62K 0.45% 36
2022
Q4 		$1.93M Sell
90,108
-41,315
-31% -$952K 0.4% 38
2022
Q3 		$3.16M Buy
131,423
+5,671
+5% +$150K 0.72% 22
2022
Q2 		$3.14M Buy
125,752
+9,331
+8% +$257K 0.79% 25
2022
Q1 		$3.66M Buy
116,421
+23,842
+26% +$702K 0.78% 22
2021
Q4 		$2.96M Buy
92,579
+6,712
+8% +$216K 0.56% 32
2021
Q3 		$2.62M Buy
85,867
+55,518
+183% +$1.7M 0.63% 26
2021
Q2 		$875K Buy
+30,349
New +$826K 0.25% 69

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Biltmore Family Office's BUG Position: Q2 2026 in Review

Biltmore Family Office reduced its Global X Cybersecurity ETF (BUG) stake by 13% in Q2 2026, selling an estimated $941K and leaving 210,707 shares worth $8.05M. The position accounts for 1.06% of the portfolio, ranked #16.

Biltmore Family Office first reported a position in BUG in Q2 2021 and has held it in 21 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Biltmore Family Office held 210,707 shares of Global X Cybersecurity ETF worth $8.05M as of Q2 2026.
  • Biltmore Family Office sold 30,536 Global X Cybersecurity ETF shares in Q2 2026, an estimated $941K.
  • Global X Cybersecurity ETF made up 1.06% of Biltmore Family Office's portfolio in Q2 2026, its #16 holding.
  • Biltmore Family Office first reported a position in Global X Cybersecurity ETF in Q2 2021 and has held it in 21 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.