Nicholas Hoffman & Company, LLC. - Portfolio overview

Nicholas Hoffman & Company, LLC. has 344 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 19.08%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 18.92%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 8.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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