§ 13F · FUND PROFILE
Hoxton Planning & Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.4T (13F)Positions · 209Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 74K | $50.5T | 15.1% | +1% |
| 2 | IUSB | ISHARES TR | 310K | $14.4T | 4.3% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 63K | $11.8T | 3.5% | ±0% |
| 4 | SPY | SPDR S&P 500 ETF TR | 14K | $9.6T | 2.9% | +34% |
| 5 | IWR | ISHARES TR | 91K | $8.8T | 2.6% | +3% |
| 6 | ISTB | ISHARES TR | 178K | $8.7T | 2.6% | +71% |
| 7 | AAPL | APPLE INC | 28K | $7.5T | 2.2% | +2% |
| 8 | SPYG | SPDR SERIES TRUST | 66K | $7.1T | 2.1% | +31% |
| 9 | IVE | ISHARES TR | 33K | $7.1T | 2.1% | +35% |
| 10 | VOO | VANGUARD INDEX FDS | 11K | $6.7T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOXTON SIGNAL
AC read
Hoxton Planning & Management, LLC is a Other fund managing $289387.5 trillion in assets. The fund runs a broad portfolio of 209 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed