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Filers›Family Office›Hoxton Planning & Management, LLC
DOSSIER · 13F-HR · Q1 2026

Hoxton Planning & Management, LLC

Hoxton Planning &'s family office based in Stamford, CT — $333M in tracked AUM across 216 positions as of Q1 2026.

HP
Hoxton Planning &·Stamford, CT·Family Office
CIK 0001954782 · last filed Mar 31, 2026
Total AUM
$333M
▼ 11.3%
vs prior
Holdings
216
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hoxton Planning & Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$50M77K15.0%
02
IUSB
ISHARES TR
$15M331K4.6%
03
NVDA
NVIDIA CORPORATION
$11M63K3.3%
04
SPY
STATE STR SPDR S&P 500 ETF T
$10M15K2.9%
05
IWR
ISHARES TR
$9M92K2.7%
06
ISTB
ISHARES TR
$8M162K2.4%
07
AAPL
APPLE INC
$7M27K2.1%
08
SCHZ
SCHWAB STRATEGIC TR
$7M292K2.0%
09
IVE
ISHARES TR
$7M32K2.0%
10
SPYG
SPDR SERIES TRUST
$7M68K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Hoxton
haiku-4-5 · 216 positions indexed
Sector mix
  • Tech4%
  • Financials16%
  • Cons. Disc.38%
  • Communications23%
  • Industrials7%
  • Energy8%
  • Other4%
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