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

Hoxton Planning & Management, LLC

$392M in tracked AUM across 227 positions as of Q3 2026.

HP
CIK 0001954782 · last filed Sep 30, 2026
Total AUM
$392M
as of Q3 2026
Holdings
227
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Hoxton Planning & Management, 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
IVV
ISHARES TR
$66M86K16.7%02
IUSB
ISHARES TR
$23M521K5.9%03
NVDA
NVIDIA CORPORATION
$14M62K3.6%04
SPY
STATE STR SPDR S&P 500 ETF T
$10M13K2.6%05
IWR
ISHARES TR
$9M87K2.4%06
AAPL
APPLE INC
$9M28K2.3%07
IVW
ISHARES TR
$8M56K2.0%08
ISTB
ISHARES TR
$7M158K1.9%09
SPYG
SPDR SERIES TRUST
$7M60K1.9%10
VOO
VANGUARD INDEX FDS
$7M10K1.9%

Filing history

2026Q3Sep 30
$392M▲ 2.3%
227 positionsView →2026Q2Jun 30
$383M▲ 15.0%
227 positionsView →2026Q1Mar 31
$333M▼ 0.3%
216 positionsView →2025Q4Dec 31
$334M▲ 7.6%
218 positionsView →2025Q3Sep 30
$311M▲ 7.4%
217 positionsLocked2025Q2Jun 30
$289M▲ 10.4%
209 positionsLocked2025Q1Mar 31
$262M▲ 0.2%
199 positionsLocked2024Q4Dec 31
$262M▲ 1.3%
207 positionsLocked2024Q3Sep 30
$258M▲ 20.1%
201 positionsLocked2024Q2Jun 30
$215M▲ 2.9%
158 positionsLocked2024Q1Mar 31
$209M▲ 10.7%
164 positionsLocked2023Q4Dec 31
$189M▲ 22.3%
148 positionsLocked
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