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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.3B AUM 320 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 320 New
Page 1 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 ETF 1,386,621.0 $869.6M 20.16% NEW $627.13 +9.6%
2 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12,768,794.0 $797.7M 18.50% NEW $62.47 +13.0%
3 BERKSHIRE HATHAWAY INC DEL CL B NEW 790,658.0 $397.4M 9.21% NEW $502.65
4 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,610,526.0 $355.4M 8.24% NEW $53.76 +9.4%
5 VO VANGUARD MID-CAP ETF 1,176,433.0 $341.4M 7.92% NEW $290.22 -72.2%
6 VB VANGUARD SMALL-CAP ETF 748,000.0 $192.9M 4.47% NEW $257.95 +15.3%
7 VIG VANGUARD DIVIDEND APPRECIATION ETF 747,782.0 $164.3M 3.81% NEW $219.78 +8.0%
8 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 1,800,411.0 $135.8M 3.15% NEW $75.43 +0.3%
9 INTU INTUIT COM Technology 170,803.0 $113.1M 2.62% NEW $662.42 -56.2%
10 MSFT MICROSOFT CORP COM Technology 157,302.0 $76.1M 1.76% NEW $483.62 -18.8%
11 VTI VANGUARD TOTAL STOCK MARKET ETF 207,371.0 $69.5M 1.61% NEW $335.27 +10.1%
12 AVGO BROADCOM INC COM Technology 178,634.0 $61.8M 1.43% NEW $346.10 +11.5%
13 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 816,339.0 $60.0M 1.39% NEW $73.56 +12.4%
14 QQQ INVESCO QQQ TRUST SERIES I Financial Services 97,048.0 $59.6M 1.38% NEW $614.31 +14.9%
15 SPY SPDR S&P 500 ETF TRUST Financial Services 80,759.0 $55.1M 1.28% NEW $681.92 +9.6%
16 AAPL APPLE INC COM Technology 112,410.0 $30.6M 0.71% NEW $271.86 +20.0%
17 CADENCE BANK COM 406,743.0 $17.4M 0.40% NEW $42.84
18 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 51,323.0 $13.8M 0.32% NEW $268.30 -47.0%
19 KO COCA COLA CO COM Consumer Defensive 189,151.0 $13.2M 0.31% NEW $69.91 +17.9%
20 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 284,622.0 $13.0M 0.30% NEW $45.53 +6.3%
Page 1 of 16  ·  320 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.7%
Financial Services 23.1%
Healthcare 6.1%
Consumer Defensive 5.7%
Industrials 5.6%
Consumer Cyclical 4.3%
Communication Services 4.0%
Energy 2.3%
Utilities 1.5%
Basic Materials 0.9%