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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.3B AUM 326 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 84 Added 61 Reduced 16 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12,874,922.0 $825.0M 19.04% +106K +0.8% $64.08 +12.8%
2 BERKSHIRE HATHAWAY INC DEL CL B NEW 795,618.0 $381.3M 8.80% +5K +0.6% $479.20
3 VO VANGUARD MID-CAP ETF 1,185,900.0 $340.6M 7.86% +9K +0.8% $287.18 -72.1%
4 VB VANGUARD SMALL-CAP ETF 754,676.0 $197.7M 4.56% +7K +0.9% $261.92 +13.2%
5 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 2,365,018.0 $178.9M 4.13% +565K +31.4% $75.65 -0.1%
6 VTI VANGUARD TOTAL STOCK MARKET ETF 226,353.0 $72.6M 1.68% +19K +9.2% $320.81 +15.3%
7 GOOG ALPHABET INC CAP STK CL C Communication Services 235,726.0 $67.6M 1.56% +211K +840.5% $286.86 +28.1%
8 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 822,511.0 $61.8M 1.43% +6K +0.8% $75.10 +13.1%
9 QQQ INVESCO QQQ TRUST SERIES I Financial Services 98,228.0 $56.7M 1.31% +1K +1.2% $577.18 +28.3%
10 SPY STATE STREET SPDR S&P 500 ETF Financial Services 82,092.0 $53.4M 1.23% +1K +1.6% $650.34 +14.8%
11 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 291,107.0 $13.6M 0.31% +6K +2.3% $46.74 +5.6%
12 SCHF SCHWAB INTERNATIONAL EQUITY ETF 547,084.0 $13.5M 0.31% +14K +2.6% $24.75 +14.1%
13 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 345,179.0 $13.2M 0.30% +26K +8.0% $38.26 +7.0%
14 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 449,824.0 $12.5M 0.29% +24K +5.7% $27.85 +11.5%
15 NVDA NVIDIA CORPORATION COM Technology 53,232.0 $9.3M 0.21% +418.0 +0.8% $174.40 +20.8%
16 JNJ JOHNSON & JOHNSON COM Healthcare 34,557.0 $8.4M 0.20% +764.0 +2.3% $244.44 -6.6%
17 VBR VANGUARD SMALL CAP VALUE ETF 38,116.0 $8.3M 0.19% +343.0 +0.9% $217.25 +9.7%
18 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 156,896.0 $7.7M 0.18% +109K +229.6% $48.93 +10.6%
19 AMZN AMAZON COM INC COM Consumer Cyclical 34,639.0 $7.2M 0.17% +374.0 +1.1% $208.27 +17.3%
20 HD HOME DEPOT INC COM Consumer Cyclical 21,382.0 $7.0M 0.16% +518.0 +2.5% $328.89 +1.6%
Page 1 of 5  ·  84 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 35.5%
Financial Services 23.5%
Communication Services 12.2%
Healthcare 6.3%
Consumer Defensive 6.0%
Industrials 6.0%
Consumer Cyclical 4.2%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.0%