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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 2 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 296,679.0 $14.3M 0.30% +6K +1.9% $48.12 +7.3%
22 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 455,404.0 $14.2M 0.30% +6K +1.2% $31.10 +4.7%
23 CAT CATERPILLAR INC COM Industrials 12,909.0 $13.7M 0.29% -514.0 -3.8% $1064.92 -22.8%
24 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 708,129.0 $12.6M 0.27% $17.73 -3.6%
25 LLY ELI LILLY & CO. COM Healthcare 9,776.0 $11.7M 0.25% $1199.40 -0.4%
26 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 128,977.0 $11.0M 0.23% $85.49 +2.8%
27 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 206,843.0 $10.9M 0.23% +50K +31.8% $52.76 +5.6%
28 NVDA NVIDIA CORPORATION COM Technology 53,305.0 $10.7M 0.23% $200.09 +5.1%
29 VBR VANGUARD SMALL CAP VALUE ETF 38,318.0 $9.3M 0.20% +202.0 +0.5% $242.99 +2.6%
30 GOOGL ALPHABET INC CAP STK CL A Communication Services 25,171.0 $9.0M 0.19% $357.37 -4.4%
31 JNJ JOHNSON & JOHNSON COM Healthcare 34,137.0 $8.7M 0.18% -420.0 -1.2% $253.97 +6.3%
32 AMZN AMAZON COM INC COM Consumer Cyclical 35,110.0 $8.4M 0.18% +471.0 +1.4% $238.34 +8.6%
33 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 229,545.0 $8.3M 0.18% $36.26 +2.3%
34 EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 70,414.0 $8.2M 0.17% $116.96 -0.3%
35 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 178,818.0 $7.9M 0.17% $44.36 +2.8%
36 HD HOME DEPOT INC COM Consumer Cyclical 21,304.0 $7.5M 0.16% $352.67 -4.8%
37 SO SOUTHERN CO COM Utilities 73,433.0 $7.0M 0.15% $95.71 -6.0%
38 EFG ISHARES MSCI EAFE GROWTH ETF 55,513.0 $6.9M 0.15% -382.0 -0.7% $124.42 +0.9%
39 IVV ISHARES CORE S&P 500 ETF 8,561.0 $6.4M 0.14% $748.91 +2.7%
40 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 51,369.0 $6.4M 0.14% $124.44 +46.1%
Page 2 of 18  ·  344 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%