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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 4 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC COM Consumer Defensive 17,642.0 $2.8M 0.07% NEW $160.40 +18.4%
62 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 47,526.0 $2.7M 0.06% NEW $57.24 +9.1%
63 MA MASTERCARD INCORPORATED CL A Financial Services 4,744.0 $2.7M 0.06% NEW $570.92 -6.2%
64 GD GENERAL DYNAMICS CORP COM Industrials 7,994.0 $2.7M 0.06% NEW $336.66 +10.5%
65 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 57,055.0 $2.7M 0.06% NEW $46.59 +18.8%
66 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 33,461.0 $2.6M 0.06% NEW $77.53 +7.1%
67 VZ VERIZON COMMUNICATIONS INC COM Communication Services 63,504.0 $2.6M 0.06% NEW $40.73 +10.0%
68 TFC TRUIST FINL CORP COM Financial Services 51,941.0 $2.6M 0.06% NEW $49.21 +4.7%
69 UPS UNITED PARCEL SERVICE INC CL B Industrials 25,045.0 $2.5M 0.06% NEW $99.19 +17.5%
70 NSC NORFOLK SOUTHN CORP COM Industrials 8,359.0 $2.4M 0.06% NEW $288.71 +14.7%
71 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 26,359.0 $2.4M 0.06% NEW $91.45 +4.0%
72 T AT&T INC COM Communication Services 96,807.0 $2.4M 0.06% NEW $24.84 -7.6%
73 SCHM SCHWAB U.S. MID-CAP ETF 77,847.0 $2.3M 0.05% NEW $30.07 +17.4%
74 ABBV ABBVIE INC COM Healthcare 10,235.0 $2.3M 0.05% NEW $228.48 +12.3%
75 GS GOLDMAN SACHS GROUP INC COM Financial Services 2,639.0 $2.3M 0.05% NEW $878.89 +24.7%
76 DUK DUKE ENERGY CORP NEW COM NEW Utilities 18,839.0 $2.2M 0.05% NEW $117.21 +8.7%
77 GSK GSK PLC SPONSORED ADR Healthcare 44,950.0 $2.2M 0.05% NEW $49.04 +4.5%
78 ASTRAZENECA PLC SPONSORED ADR 23,752.0 $2.2M 0.05% NEW $91.93
79 GPC GENUINE PARTS CO COM Consumer Cyclical 17,728.0 $2.2M 0.05% NEW $122.96 -2.3%
80 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 47,596.0 $2.2M 0.05% NEW $45.21 +18.3%
Page 4 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%