Hoxton Planning & Management, LLC - Q12026 Holdings

Hoxton Planning & Management, LLC holds 216 stocks with a total portfolio value of $ 333.21M as of Q12026. In Q12026, Hoxton Planning & Management, LLC added 16 new positions, increased stakes in 89 stocks, reduced 101 holdings, and fully exited 17 positions. The largest holding is Ishares Tr (IVV), representing 15.01% of the total portfolio.