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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 18  ·  344 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 BERKSHIRE HATHAWAY INC DEL CL B NEW 798,010.0 $399.3M 8.43% $500.39
4 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,665,501.0 $397.9M 8.40% +35K +0.5% $59.69 +1.6%
5 VO VANGUARD MID-CAP ETF 4,774,432.0 $384.7M 8.12% +3.6M +302.6% $80.57 +2.8%
6 VB VANGUARD SMALL-CAP ETF 759,092.0 $230.1M 4.86% +4K +0.6% $303.12 -0.0%
7 VIG VANGUARD DIVIDEND APPRECIATION ETF 751,455.0 $177.8M 3.75% $236.62 +3.2%
8 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 1,417,380.0 $107.3M 2.26% -948K -40.1% $75.68 -0.0%
9 VTI VANGUARD TOTAL STOCK MARKET ETF 226,308.0 $83.7M 1.77% $370.04 +2.2%
10 GOOG ALPHABET INC CAP STK CL C 235,727.0 $83.3M 1.76% $353.33
11 QQQ INVESCO QQQ TRUST SERIES I Financial Services 98,405.0 $72.5M 1.53% $736.40 -3.5%
12 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 825,291.0 $69.1M 1.46% $83.75 +2.8%
13 AVGO BROADCOM INC COM Technology 178,565.0 $67.5M 1.42% $377.75 -5.6%
14 SPY STATE STREET SPDR S&P 500 ETF Financial Services 81,884.0 $61.1M 1.29% $746.77 +2.6%
15 MSFT MICROSOFT CORP COM Technology 156,821.0 $58.5M 1.24% $373.02 +31.8%
16 INTU INTUIT COM Technology 170,921.0 $44.6M 0.94% $261.00 +37.0%
17 AAPL APPLE INC COM Technology 111,231.0 $32.2M 0.68% $289.36 +7.1%
18 KO COCA COLA CO COM Consumer Defensive 187,146.0 $15.2M 0.32% -2K -1.0% $81.27 +12.8%
19 SCHF SCHWAB INTERNATIONAL EQUITY ETF 544,301.0 $15.1M 0.32% -3K -0.5% $27.70 +3.2%
20 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 360,874.0 $14.3M 0.30% +16K +4.5% $39.68 +5.7%
Page 1 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%