Hoxton Planning & Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 227 distinct positions held by the firm.
The portfolio is heavily weighted toward technology and exchange-traded funds (ETFs). The largest individual stock holding is NVIDIA Corporation, for which the firm reported 14,144,937 shares. Other notable technology positions include Microsoft Corporation with 5,810,055 shares, Apple Inc. with 9,158,306 shares, and Meta Platforms Inc. with 2,332,904 shares.
Large-cap financial names are also present in the portfolio. The filing shows a position in JPMorgan Chase & Co. with 1,281,131 shares, and Berkshire Hathaway Inc. Class B with 1,004,863 shares.
A significant portion of the portfolio is allocated to ETFs. The firm holds shares in the iShares Core S&P 500 ETF (464287200) with 65,670,145 shares, the iShares Core S&P 500 ETF (464287150) with 5,315,639 shares, and the iShares Core S&P 500 ETF (464287200) with 65,670,145 shares. Other ETF holdings include the iShares Core S&P 500 ETF (464287200) with 65,670,145 shares, the iShares Core S&P 500 ETF (464287150) with 5,315,639 shares, and the iShares Core S&P 500 ETF (464287200) with 65,670,145 shares.
The filing also includes positions in consumer staples, such as Procter & Gamble Co. with 255,548 shares, and healthcare, including Eli Lilly & Co. with 1,458,938 shares.
