Hoxton Planning & Management, LLC - Q42025 Holdings

Hoxton Planning & Management, LLC holds 217 stocks with a total portfolio value of $ 334.46M as of Q42025. In Q42025, Hoxton Planning & Management, LLC added 14 new positions, increased stakes in 103 stocks, reduced 87 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IVV), representing 15.10% of the total portfolio.