Notify me when Hoxton Planning & Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 218 | $334,237,284 | +$30,277,104 | -$10,380,034 | +$19,897,070 | IVV, IUSB, NVDA, SPY, IWR | 13F-HR | 11 Feb 2026, 16:03 |
| Q3 2025 | 217 | $310,813,642 | +$19,757,053 | -$16,591,542 | +$3,165,511 | IVV, IUSB, NVDA, IWR, SPY | 13F-HR | 27 Oct 2025, 13:44 |
| Q2 2025 | 209 | $289,387,536 | +$22,770,689 | -$17,432,192 | +$5,338,497 | IVV, IUSB, NVDA, IWR, ISTB | 13F-HR | 06 Aug 2025, 10:43 |
| Q1 2025 | 199 | $262,154,915 | +$26,431,866 | -$19,163,773 | +$7,268,093 | IVV, IUSB, IWR, ISTB, NVDA | 13F-HR | 08 May 2025, 14:07 |
| Q4 2024 | 207 | $261,650,611 | +$17,853,613 | -$9,950,121 | +$7,903,492 | IVV, IUSB, NVDA, IWR, AAPL | 13F-HR | 08 Sep 2025, 14:10 |
| Q3 2024 | 201 | $258,227,903 | +$38,906,456 | -$5,815,972 | +$33,090,484 | IVV, IUSB, IWR, NVDA, ISTB | 13F-HR | 08 Oct 2024, 16:59 |
| Q2 2024 | 158 | $215,001,989 | +$16,491,281 | -$10,139,456 | +$6,351,825 | IVV, IUSB, NVDA, ISTB, IWR | 13F-HR | 18 Jul 2024, 18:44 |
| Q1 2024 | 164 | $208,973,812 | +$25,379,996 | -$18,092,332 | +$7,287,664 | IVV, IUSB, IWR, ISTB, NVDA | 13F-HR | 12 Apr 2024, 13:04 |
| Q4 2023 | 148 | $188,702,000 | +$35,104,161 | -$15,624,076 | +$19,480,085 | IVV, IUSB, IWR, ISTB, AAPL | 13F-HR | 30 Jan 2024, 16:18 |
| Q3 2023 | 138 | $154,328,000 | +$18,499,297 | -$20,235,340 | -$1,736,043 | IVV, IUSB, ISTB, IWR, VOO | 13F-HR | 26 Oct 2023, 17:35 |
| Q2 2023 | 144 | $161,929,960 | +$7,576,209 | -$36,454,079 | -$28,877,870 | IVV, IUSB, QUAL, AGG, EFG | 13F-HR | 20 Jul 2023, 10:41 |
| Q1 2023 | 156 | $181,690,114 | +$22,891,397 | -$39,644,011 | -$16,752,614 | IVV, IUSB, QUAL, EFG, AGG | 13F-HR | 15 May 2023, 17:26 |
| Q4 2022 | 157 | $188,222,659 | $0 | $0 | $0 | IVV, ESGU, IUSB, AGG, VOO | 13F-HR | 25 Jan 2023, 07:19 |