StockDriftsStockDriftsTop 50 Hoxton Planning & Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.49% | 84.4K | $63.2M | +10.20%(+7.81K) | $432.20(+79.86%) | 2026-06-30 | |
| IUSB | ISHARES TR | 5.04% | 418.9K | $19.3M | +26.69%(+88.25K) | $45.28(+0.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.28% | 62.8K | $12.6M | +0.12%(+78) | $19.54(+1028.37%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.76% | 14.2K | $10.6M | -4.02%(-593) | $610.33(+26.74%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.56% | 89.0K | $9.8M | -2.97%(-2.73K) | $72.43(+56.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.07% | 27.4K | $7.9M | +0.38%(+103) | $147.97(+107.25%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.94% | 62.5K | $7.4M | -8.67%(-5.94K) | $93.12(+31.85%) | 2026-06-30 | |
| ISTB | ISHARES TR | 1.91% | 151.8K | $7.3M | -6.24%(-10.10K) | $47.64(+0.73%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.9% | 58.7K | $7.3M | +4.68%(+2.62K) | $101.44(+25.00%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.89% | 52.7K | $7.3M | +3.46%(+1.76K) | $84.77(+67.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.50% | — | — | +69.59% |
| Top 20 Holdings Unweighted | +14.62% | +50.59% | — | — | +66.69% |
Hoxton Planning & Management, LLC reports $383.22M in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.5%), IUSB (5.0%) and NVDA (3.3%). The top 20 holdings account for 55.33% of reported assets. Its disclosed equity book has returned +52.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hoxton Planning & Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954782). View Hoxton Planning & Management, LLC’s 13F filings on SEC