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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 4 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 47,511.0 $3.1M 0.07% $64.71 -1.0%
62 GLD SPDR GOLD SHARES Financial Services 8,073.0 $3.0M 0.06% -987.0 -10.9% $368.38 +14.4%
63 SCHM SCHWAB U.S. MID-CAP ETF 78,183.0 $2.9M 0.06% $36.87 -2.3%
64 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 51,119.0 $2.8M 0.06% $55.01 +4.4%
65 IBM INTERNATIONAL BUSINESS MACHS COM Technology 9,658.0 $2.7M 0.06% -734.0 -7.1% $281.22 -18.3%
66 GS GOLDMAN SACHS GROUP INC COM Financial Services 2,603.0 $2.6M 0.06% $1011.54 +2.9%
67 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 31,845.0 $2.6M 0.06% -2K -4.6% $82.27 +5.9%
68 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 11,680.0 $2.6M 0.06% $223.95 +25.6%
69 VZ VERIZON COMMUNICATIONS INC COM Communication Services 61,549.0 $2.6M 0.06% $42.34 +18.5%
70 NSC NORFOLK SOUTHN CORP COM Industrials 8,265.0 $2.6M 0.06% -95.0 -1.1% $314.58 +12.1%
71 ABBV ABBVIE INC COM Healthcare 10,274.0 $2.6M 0.06% +71.0 +0.7% $251.63 +4.5%
72 TFC TRUIST FINL CORP COM Financial Services 50,880.0 $2.5M 0.05% -1K -2.0% $49.82 +1.7%
73 SCHA SCHWAB U.S. SMALL-CAP ETF 70,004.0 $2.5M 0.05% $36.13 -3.9%
74 MO ALTRIA GROUP INC COM Consumer Defensive 34,179.0 $2.5M 0.05% $71.95 -3.9%
75 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 26,223.0 $2.4M 0.05% $93.38 +5.5%
76 SCHB SCHWAB U.S. BROAD MARKET ETF 81,600.0 $2.4M 0.05% -5K -6.0% $28.96 +2.2%
77 EFA ISHARES MSCI EAFE ETF 22,736.0 $2.4M 0.05% -10K -31.1% $103.88 +4.2%
78 CMI CUMMINS INC COM Industrials 3,247.0 $2.3M 0.05% +19.0 +0.6% $713.20 -18.9%
79 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 75,145.0 $2.3M 0.05% +9K +13.0% $30.76 +1.6%
80 MA MASTERCARD INCORPORATED CL A Financial Services 4,469.0 $2.3M 0.05% +133.0 +3.1% $513.58 +16.5%
Page 4 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%