Institutions / Hoxton Planning & Management, LLC
Hoxton Planning & Management, LLC
CIK 1954782 · Institution · as of Dec 31, 2025
Portfolio value
$334.46M
Positions
217
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $50.49M | 15.1% |
| iShares Tr | $14.43M | 4.3% |
| NVIDIA Corp | $11.75M | 3.5% |
| SPDR S&P 500 ETF Tr | $9.61M | 2.9% |
| iShares Tr | $8.77M | 2.6% |
| iShares Tr | $8.69M | 2.6% |
| Apple Inc. | $7.49M | 2.2% |
| SPDR Series Trust | $7.09M | 2.1% |
| iShares Tr | $7.07M | 2.1% |
| Vanguard Index Fds | $6.73M | 2.0% |
| Schwab Strategic Tr | $6.71M | 2.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $6.49M | 1.9% |
| iShares Tr | $5.79M | 1.7% |
| Schwab Strategic Tr | $5.66M | 1.7% |
| Microsoft Corp | $5.54M | 1.7% |
| iShares Inc | $5.53M | 1.7% |
| iShares Tr | $5.15M | 1.5% |
| iShares MSCI UAE ETF | $4.99M | 1.5% |
| Vanguard Admiral Fds Inc | $4.55M | 1.4% |
| Vanguard Star Fds | $4.47M | 1.3% |
| Vanguard Bd Index Fds | $4.44M | 1.3% |
| iShares Tr | $3.75M | 1.1% |
| iShares Tr | $3.68M | 1.1% |
| WisdomTree Tr | $3.33M | 1.0% |
| Alphabet Inc. | $2.94M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.