Hoxton Planning & Management, LLC - Portfolio overview

Hoxton Planning & Management, LLC has 236 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.78%
2. IUSB - ISHARES TR, 4.51%
3. NVDA - NVIDIA CORPORATION, 3.23%

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

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