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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 2 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB INTERNATIONAL EQUITY ETF 533,172.0 $12.8M 0.30% NEW $24.04 +13.7%
22 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 425,765.0 $11.6M 0.27% NEW $27.21 +16.1%
23 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 319,559.0 $11.5M 0.27% NEW $36.06 +12.9%
24 LLY ELI LILLY & CO. COM Healthcare 10,278.0 $11.0M 0.26% NEW $1074.66 +9.4%
25 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 102,266.0 $10.3M 0.24% NEW $100.34 +0.3%
26 NVDA NVIDIA CORPORATION COM Technology 52,814.0 $9.8M 0.23% NEW $186.50 +11.1%
27 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 130,280.0 $9.8M 0.23% NEW $75.44 +11.9%
28 VBR VANGUARD SMALL CAP VALUE ETF 37,773.0 $8.0M 0.18% NEW $211.79 +14.9%
29 GOOGL ALPHABET INC CAP STK CL A Communication Services 25,462.0 $8.0M 0.18% NEW $313.00 +10.9%
30 AMZN AMAZON COM INC COM Consumer Cyclical 34,265.0 $7.9M 0.18% NEW $230.82 +7.2%
31 GOOG ALPHABET INC CAP STK CL C Communication Services 25,065.0 $7.9M 0.18% NEW $313.80 +10.3%
32 CAT CATERPILLAR INC COM Industrials 13,485.0 $7.7M 0.18% NEW $572.87 +55.4%
33 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 229,295.0 $7.5M 0.17% NEW $32.75 +10.1%
34 HD HOME DEPOT INC COM Consumer Cyclical 20,864.0 $7.2M 0.17% NEW $344.10 -3.6%
35 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 178,814.0 $7.1M 0.16% NEW $39.59 +12.3%
36 JNJ JOHNSON & JOHNSON COM Healthcare 33,793.0 $7.0M 0.16% NEW $206.95 +21.1%
37 EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 70,496.0 $6.6M 0.15% NEW $94.02 +20.0%
38 EFG ISHARES MSCI EAFE GROWTH ETF 56,363.0 $6.4M 0.15% NEW $113.92 +6.2%
39 SO SOUTHERN CO COM Utilities 73,433.0 $6.4M 0.15% NEW $87.20 +7.6%
40 IVV ISHARES CORE S&P 500 ETF 8,623.0 $5.9M 0.14% NEW $684.93 +9.8%
Page 2 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%