DOSSIER · 13F-HR · Q2 2026

Hixon Zuercher, LLC

$341M in tracked AUM across 88 positions as of Q2 2026.

HZ
CIK 0001806752 · last filed Jun 30, 2026
Total AUM
$341M
as of Q2 2026
Holdings
88
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Hixon Zuercher, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GSIE
GOLDMAN SACHS ETF TR
$24M527K7.1%
02
GSLC
GOLDMAN SACHS ETF TR
$14M97K4.0%
03
JNJ
JOHNSON & JOHNSON
$12M47K3.5%
04
JHMM
JOHN HANCOCK EXCHANGE TRADED
$11M153K3.4%
05
NVDA
NVIDIA CORPORATION
$11M57K3.4%
06
EMGF
ISHARES INC
$11M151K3.2%
07
GOOGL
ALPHABET INC
$10M28K2.9%
08
JPM
JPMORGAN CHASE & CO
$10M30K2.9%
09
AMD
ADVANCED MICRO DEVICES INC
$9M16K2.7%
10
GS
GOLDMAN SACHS GROUP INC
$9M9K2.7%

Filing history

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 positionsView →
2025Q2Jun 30
$309M 9.1%
78 positionsLocked
2025Q1Mar 31
$284M 9.1%
80 positionsLocked
2024Q4Dec 31
$260M 1.8%
79 positionsLocked
2024Q3Sep 30
$255M 7.6%
76 positionsLocked
2024Q2Jun 30
$237M 0.3%
64 positionsLocked
2024Q1Mar 31
$236M 9.8%
61 positionsLocked
2023Q4Dec 31
$215M 12.9%
64 positionsLocked
2023Q3Sep 30
$191M 3.9%
56 positionsLocked
Showing 12 of 27