13F Insight
DOSSIER · 13F-HR · Q3 2026

Hixon Zuercher, LLC

$347M in tracked AUM across 92 positions as of Q3 2026.

HZ
CIK 0001806752 · last filed Sep 30, 2026
Total AUM
$347M
as of Q3 2026
Holdings
92
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Hixon Zuercher, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
LRGF
ISHARES TR
$19M239K5.4%02
GSIE
GOLDMAN SACHS ETF TR
$16M355K4.7%03
NVDA
NVIDIA CORPORATION
$13M57K3.8%04
MSFT
MICROSOFT CORP
$13M25K3.7%05
JNJ
JOHNSON & JOHNSON
$12M46K3.5%06
XOM
EXXONMOBIL HOLDINGS CORP
$11M66K3.1%07
EMGF
ISHARES INC
$10M140K2.9%08
JPM
JPMORGAN CHASE & CO
$10M29K2.8%09
AAPL
APPLE INC
$9M28K2.7%10
AMZN
AMAZON COM INC
$9M37K2.6%

Filing history

2026Q3Sep 30
$347M▲ 1.7%
92 positionsView →2026Q2Jun 30
$341M▲ 6.1%
88 positionsView →2026Q1Mar 31
$321M▼ 2.6%
85 positionsView →2025Q4Dec 31
$330M▲ 0.4%
88 positionsView →2025Q3Sep 30
$329M▲ 6.2%
87 positionsLocked2025Q2Jun 30
$309M▲ 9.1%
78 positionsLocked2025Q1Mar 31
$284M▲ 9.1%
80 positionsLocked2024Q4Dec 31
$260M▲ 1.8%
79 positionsLocked2024Q3Sep 30
$255M▲ 7.6%
76 positionsLocked2024Q2Jun 30
$237M▲ 0.3%
64 positionsLocked2024Q1Mar 31
$236M▲ 9.8%
61 positionsLocked2023Q4Dec 31
$215M▲ 12.9%
64 positionsLocked
Showing 12 of 28