account_balance
Investment manager · 13F filer · SEC CIK 1954782
Hoxton Planning & Management, LLC
Reported value$392Mas of Sep 30, 2026
Positions227 15 new, 15 sold out
Top 10 weight41.2%IVV alone is 17%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.7%
IUSBiShares Tr
5.9%Added +24%
NVDANVIDIA Corp
3.6%
SPYSPDR S&P 500 ETF Trust
2.6%Trimmed −5%
IWRiShares Tr
2.4%Trimmed −2%
AAPLApple Inc.
2.3%
IVWiShares Tr
2.0%Added +6%
ISTBiShares Tr
1.9%Added +4%
SPYGSPDR Series Trust
1.9%
VOOVanguard Index FDS
1.9%
DYNFBlackRock ETF Trust
1.8%
IVEiShares Tr
1.8%
IVViShares Tr
16.7%
IUSBiShares Tr
5.9%
NVDANVIDIA Corp
3.6%
SPY2.6%IWR2.4%
AAPL2.3%IVW2.0%
ISTB1.9%
SPYG1.9%
VOO1.9%
DYNF1.8%
IVE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 16.7% Held
IUSB iShares Tr 5.9% Added +24%
NVDA NVIDIA Corp 3.6% HeldSPY SPDR S&P 500 ETF Trust 2.6% Trimmed −5%IWR iShares Tr 2.4% Trimmed −2%
AAPL Apple Inc. 2.3% HeldIVW iShares Tr 2.0% Added +6%
ISTB iShares Tr 1.9% Added +4%
SPYG SPDR Series Trust 1.9% Trimmed −5%
VOO Vanguard Index FDS 1.9% Held
DYNF BlackRock ETF Trust 1.8% Added +3%
IVE iShares Tr 1.8% Added +6%
What changed
Biggest moves since Jun 30, 2026
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