Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hoxton Planning & Management, LLC (CIK 1954782) reported $333.2M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($50.0M, 15.01%), IUSB ($15.3M, 4.58%), NVDA ($10.9M, 3.29%), SPY ($9.6M, 2.88%), IWR ($8.9M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $50.0M | 15.01% | 76,581 | Added |
| 2 | IUSB | ISHARES TR | $15.3M | 4.58% | 330,634 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $10.9M | 3.29% | 62,770 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 2.88% | 14,760 | Added |
| 5 | IWR | ISHARES TR | $8.9M | 2.68% | 91,725 | Added |
| 6 | ISTB | ISHARES TR | $7.8M | 2.35% | 161,928 | Trimmed |
| 7 | AAPL | APPLE INC | $6.9M | 2.08% | 27,302 | Trimmed |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $6.8M | 2.03% | 291,826 | Added |
| 9 | IVE | ISHARES TR | $6.7M | 2.02% | 31,813 | Trimmed |
| 10 | SPYG | SPDR SERIES TRUST | $6.7M | 2.01% | 68,478 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $6.4M | 1.93% | 10,784 | Added |
| 12 | EFG | ISHARES TR | $6.2M | 1.87% | 56,038 | Added |
| 13 | SCHP | SCHWAB STRATEGIC TR | $6.0M | 1.80% | 225,684 | Added |
| 14 | IVW | ISHARES TR | $5.8M | 1.73% | 50,975 | Added |
| 15 | DYNF | BLACKROCK ETF TRUST | $5.6M | 1.69% | 97,023 | Trimmed |
| 16 | IEMG | ISHARES INC | $5.4M | 1.61% | 77,149 | Trimmed |
| 17 | BIV | VANGUARD BD INDEX FDS | $4.9M | 1.46% | 63,105 | Added |
| 18 | ITOT | ISHARES TR | $4.8M | 1.45% | 33,871 | Added |
| 19 | VOOV | VANGUARD ADMIRAL FDS INC | $4.7M | 1.41% | 22,977 | Added |
| 20 | VXUS | VANGUARD STAR FDS | $4.7M | 1.40% | 60,584 | Added |
| 21 | MSFT | MICROSOFT CORP | $4.2M | 1.25% | 11,284 | Trimmed |
| 22 | GOVT | ISHARES TR | $4.1M | 1.22% | 176,815 | Added |
| 23 | EFV | ISHARES TR | $4.0M | 1.21% | 54,413 | Added |
| 24 | DGRW | WISDOMTREE TR | $3.5M | 1.04% | 39,373 | Added |
| 25 | MBB | ISHARES TR | $3.3M | 0.98% | 34,393 | Added |
Source: SEC Form 13F filings · as of 2026-03-31