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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.7B AUM 344 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 88 Added 89 Reduced 9 Exited
Page 1 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 ETF 1,400,242.0 $961.7M 20.30% +7K +0.5% $686.81 +2.5%
2 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 13,000,607.0 $926.3M 19.55% +126K +1.0% $71.25 +3.6%
3 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,665,501.0 $397.9M 8.40% +35K +0.5% $59.69 +1.6%
4 VO VANGUARD MID-CAP ETF 4,774,432.0 $384.7M 8.12% +3.6M +302.6% $80.57 +2.8%
5 VB VANGUARD SMALL-CAP ETF 759,092.0 $230.1M 4.86% +4K +0.6% $303.12 -0.0%
6 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 360,874.0 $14.3M 0.30% +16K +4.5% $39.68 +5.7%
7 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 296,679.0 $14.3M 0.30% +6K +1.9% $48.12 +7.6%
8 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 455,404.0 $14.2M 0.30% +6K +1.2% $31.10 +4.6%
9 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 206,843.0 $10.9M 0.23% +50K +31.8% $52.76 +6.0%
10 VBR VANGUARD SMALL CAP VALUE ETF 38,318.0 $9.3M 0.20% +202.0 +0.5% $242.99 +2.2%
11 AMZN AMAZON COM INC COM Consumer Cyclical 35,110.0 $8.4M 0.18% +471.0 +1.4% $238.34 +9.5%
12 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 113,133.0 $5.5M 0.12% +25K +28.4% $48.56 +6.1%
13 CVX CHEVRON CORPORATION COM Energy 29,062.0 $4.8M 0.10% +2K +5.7% $165.76 +20.6%
14 VCRB VANGUARD CORE BOND ETF 61,740.0 $4.8M 0.10% +10K +19.5% $77.23 -1.1%
15 UPS UNITED PARCEL SVCS INC CL B Industrials 40,057.0 $4.3M 0.09% +15K +62.5% $107.50 -2.2%
16 BAC BANK OF AMER CORP COM Financial Services 75,217.0 $4.3M 0.09% +5K +7.1% $56.98 +9.6%
17 META META PLATFORMS INC CL A Communication Services 7,253.0 $4.1M 0.09% +99.0 +1.4% $563.32 +1.2%
18 WMT WALMART INC COM Consumer Defensive 34,763.0 $3.9M 0.08% +495.0 +1.4% $113.26 -7.0%
19 CSCO CISCO SYS INC COM Technology 26,860.0 $3.2M 0.07% +2K +10.2% $117.46 -5.4%
20 ABBV ABBVIE INC COM Healthcare 10,274.0 $2.6M 0.06% +71.0 +0.7% $251.63 +5.6%
Page 1 of 5  ·  88 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 36.7%
Financial Services 28.9%
Industrials 7.4%
Healthcare 7.3%
Consumer Defensive 6.6%
Consumer Cyclical 4.7%
Communication Services 2.9%
Energy 2.0%
Utilities 1.7%
Basic Materials 1.1%