Holdings

Hoxton Planning & Management, LLC

As of Sep 30, 2026, Hoxton Planning & Management, LLC reported 214 positions worth US$386M. Largest: iShares Core S&P 500 ETF, iShares Core Total USD Bond Market ETF and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF85,748US$65.7MnewSep 30, 2026
iShares Core Total USD Bond Market ETF521KUS$23MnewSep 30, 2026
Nvidia Corporation61,936US$14.1M−912Sep 30, 2026
State Street SPDR S&P 500 ETF13,443US$10.3MnewSep 30, 2026
iShares Russell Midcap ETF86,972US$9.28MnewSep 30, 2026
Apple Inc27,501US$9.16M+96Sep 30, 2026
iShares S&P 500 Growth ETF55,731US$7.93MnewSep 30, 2026
iShares Core 1-5 Year USD Bond ETF158KUS$7.46MnewSep 30, 2026
State Street SPDR Portfolio S&P 500 Growth ETF59,667US$7.34MnewSep 30, 2026
Vanguard S&P 500 ETF10,425US$7.31MnewSep 30, 2026