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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 3 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION COM Energy 27,497.0 $5.7M 0.13% +2K +8.5% $206.90 -16.1%
42 IVV ISHARES CORE S&P 500 ETF 8,555.0 $5.6M 0.13% -68.0 -0.8% $653.18 +14.8%
43 BERKSHIRE HATHAWAY INC DEL CL A 7.0 $5.0M 0.12% $718140.00
44 MCD MCDONALDS CORP COM Consumer Cyclical 14,536.0 $4.5M 0.10% +146.0 +1.0% $310.78 -10.4%
45 WMT WALMART INC COM Consumer Defensive 34,268.0 $4.3M 0.10% $124.28 -5.7%
46 META META PLATFORMS INC CL A Communication Services 7,154.0 $4.1M 0.09% -661.0 -8.5% $572.11 +0.9%
47 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 88,096.0 $4.1M 0.09% +77K +698.0% $46.36 +7.4%
48 VCRB VANGUARD CORE BOND ETF 51,674.0 $4.0M 0.09% +6K +13.9% $77.38 -0.3%
49 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 3,974.0 $4.0M 0.09% $996.38 -4.5%
50 GLD SPDR GOLD SHARES Financial Services 9,060.0 $3.9M 0.09% -340.0 -3.6% $430.29 -10.0%
51 JPM JPMORGAN CHASE & CO COM Financial Services 12,683.0 $3.7M 0.09% +72.0 +0.6% $294.16 +10.6%
52 PG PROCTER & GAMBLE CO COM Consumer Defensive 25,476.0 $3.7M 0.09% +341.0 +1.4% $144.44 +4.1%
53 RTX RTX CORPORATION COM Industrials 18,483.0 $3.6M 0.08% +755.0 +4.3% $192.90 -3.8%
54 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 36,352.0 $3.5M 0.08% $96.29 +28.1%
55 BAC BANK OF AMER CORP COM Financial Services 70,258.0 $3.4M 0.08% -2K -2.8% $48.75 +15.3%
56 V VISA INC COM CL A Financial Services 11,223.0 $3.4M 0.08% -366.0 -3.2% $302.25 +8.3%
57 IWM ISHARES RUSSELL 2000 ETF 13,227.0 $3.3M 0.08% $248.01 +19.2%
58 EFA ISHARES MSCI EAFE ETF 33,005.0 $3.2M 0.07% $97.13 +7.5%
59 VZ VERIZON COMMUNICATIONS INC COM Communication Services 61,541.0 $3.1M 0.07% -2K -3.1% $50.20 -9.6%
60 SCHX SCHWAB U.S. LARGE-CAP ETF 119,707.0 $3.1M 0.07% $25.64 +15.0%
Page 3 of 17  ·  326 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%