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CIK: 0001954782
Total reported value
$383.2M
$383.2M
217 檔
23.6%
At the close of Q3 2025, Hoxton Planning & Management, LLC disclosed equity holdings valued at approximately $383.2M, spread across 217 reported holdings.
In Q3 2025, Hoxton Planning & Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.73% | +1.48% | -0.49% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.65% | +0.46% | -3.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | -0.01% | -0.15% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.74% | -0.12% | -4.03% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.26% | -0.12% | +18.91% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.01% | +0.28% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.05% | -0.94% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.01% | +0.09% | +20.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.17% | +0.27% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | +0.16% | -0.68% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.76% | -0.21% | +9.05% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.71% | -0.07% | +19.25% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.68% | -0.31% | +13.33% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.64% | -0.33% | -8.42% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.64% | -0.45% | -30.41% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.61% | -0.82% | EXIT | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.60% | +0.28% | +65.93% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | -0.41% | +9.05% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.36% | -0.74% | -12.47% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.32% | -0.05% | +6.31% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.27% | +0.03% | -33.36% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | -0.01% | +19.71% | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.04% | +0.12% | +15.93% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.93% | -0.25% | +36.26% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.91% | -0.11% | -5.21% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.89% | -0.01% | +12.31% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.01% | +1.41% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.05% | +0.16% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.78% | -0.20% | +35.16% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.09% | +0.76% | |
| 31 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.73% | -0.22% | +3.80% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.71% | -0.26% | +16.78% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.70% | -0.57% | +12.02% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.69% | -0.41% | +14.51% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.08% | -0.75% | |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.67% | +0.11% | +121.52% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | -0.01% | -8.96% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | — | +5.81% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.02% | +61.94% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.55% | -0.12% | -0.75% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.05% | -6.00% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.47% | -0.04% | -5.58% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.46% | +0.06% | +9.44% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | — | -0.45% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.09% | +1.29% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.01% | -3.64% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | — | -5.56% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.12% | -0.64% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | +0.04% | +16.91% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.01% | -0.28% |
According to official SEC Form 13F filings, Hoxton Planning & Management, LLC reported a total U.S. public equity portfolio value of $383.2M across 217 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, NVDA) accounted for 23.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $2.3M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.3M
During Q3 2025, Hoxton Planning & Management, LLC's top holdings by market value included IVV (15.7%)、IUSB (4.7%)、NVDA (3.8%). The largest single position, IVV, represented 15.7% of total portfolio value.
In Q3 2025, Hoxton Planning & Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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