StockDriftsStockDriftsTop 50 Hoxton Planning & Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.75% | 85.7K | $65.7M | +1.60%(+1.35K) | $437.33(+76.07%) | 2026-09-30 | |
| IUSB | ISHARES TR | 5.86% | 521.3K | $23.0M | +24.44%(+102.37K) | $45.25(-2.04%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.61% | 61.9K | $14.1M | -1.45%(-912) | $19.54(+1011.12%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.61% | 13.4K | $10.3M | -5.11%(-724) | $610.33(+25.58%) | 2026-09-30 | |
| IWR | ISHARES TR | 2.37% | 87.0K | $9.3M | -2.28%(-2.02K) | $72.43(+49.56%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.34% | 27.5K | $9.2M | +0.35%(+96) | $148.54(+130.88%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.02% | 55.7K | $7.9M | +5.67%(+2.99K) | $87.73(+59.82%) | 2026-09-30 | |
| ISTB | ISHARES TR | 1.9% | 157.9K | $7.5M | +4.00%(+6.07K) | $47.64(-0.76%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 1.87% | 59.7K | $7.3M | -4.59%(-2.87K) | $93.12(+30.30%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.86% | 10.4K | $7.3M | -0.77%(-81) | $467.74(+50.64%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.90% | +59.76% | — | — | +71.82% |
| Top 20 Holdings Unweighted | +16.03% | +56.19% | — | — | +67.71% |
Hoxton Planning & Management LLC reports $392.13M in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.8%), IUSB (5.9%) and NVDA (3.6%). The top 20 holdings account for 56.26% of reported assets. Its disclosed equity book has returned +59.76% on a three-year cumulative basis. Figures reflect the Q3 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