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.
Nicholas Hoffman & Company, LLC. (CIK 1678953) reported $4.33B across 324 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($832.2M, 19.21%), VEA ($825.0M, 19.04%), BRK/B ($381.3M, 8.80%), VWO ($358.4M, 8.27%), VO ($340.6M, 7.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $832.2M | 19.21% | 1.4M | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $825.0M | 19.04% | 12.9M | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $381.3M | 8.80% | 795,618 | Added |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $358.4M | 8.27% | 6.6M | Added |
| 5 | VO | VANGUARD MID-CAP ETF | $340.6M | 7.86% | 1.2M | Added |
| 6 | VB | VANGUARD SMALL-CAP ETF | $197.7M | 4.56% | 754,676 | Added |
| 7 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $178.9M | 4.13% | 2.4M | Added |
| 8 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $161.4M | 3.73% | 750,651 | Added |
| 9 | INTU | INTUIT COM | $73.9M | 1.71% | 170,973 | Added |
| 10 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $72.6M | 1.68% | 226,353 | Added |
| 11 | GOOG | ALPHABET INC CAP STK CL C | $67.6M | 1.56% | 235,726 | Added |
| 12 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $61.8M | 1.43% | 822,511 | Added |
| 13 | MSFT | MICROSOFT CORP COM | $58.3M | 1.35% | 157,559 | Added |
| 14 | QQQ | INVESCO QQQ TRUST SERIES I | $56.7M | 1.31% | 98,228 | Added |
| 15 | AVGO | BROADCOM INC COM | $55.2M | 1.27% | 178,397 | Trimmed |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF | $53.4M | 1.23% | 82,092 | Added |
| 17 | AAPL | APPLE INC COM | $28.3M | 0.65% | 111,360 | Trimmed |
| 18 | KO | COCA COLA CO COM | $14.4M | 0.33% | 189,031 | Trimmed |
| 19 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $13.6M | 0.31% | 291,107 | Added |
| 20 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $13.5M | 0.31% | 547,084 | Added |
| 21 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $13.2M | 0.30% | 345,179 | Added |
| 22 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $12.5M | 0.29% | 449,824 | Added |
| 23 | HBAN | HUNTINGTON BANCSHARES INC COM | $11.1M | 0.26% | 708,066 | New |
| 24 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $10.2M | 0.23% | 51,351 | Added |
| 25 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $9.9M | 0.23% | 128,503 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31