Hoxton Planning & Management, LLC: 13F holdings
CIK 19547822026Q2
| Positions | 227 |
|---|
| Reported value | $383.2m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 227 (+11 vs prior quarter) |
|---|
| Reported value | $383.2m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 84,395 | $63.2m | 16.5% |
| IUSB ISHARES TR | 418,886 | $19.3m | 5.0% |
| NVDA NVIDIA CORPORATION | 62,848 | $12.6m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,167 | $10.6m | 2.8% |
| IWR ISHARES TR | 88,997 | $9.8m | 2.6% |
| AAPL APPLE INC | 27,405 | $7.9m | 2.1% |
| SPYG SPDR SERIES TRUST | 62,540 | $7.4m | 1.9% |
| ISTB ISHARES TR | 151,828 | $7.3m | 1.9% |
| EFG ISHARES TR | 58,659 | $7.3m | 1.9% |
| IWF ISHARES TR | 52,739 | $7.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954782")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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