Nicholas Hoffman & Company, LLC.
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
306
- Value ($000)
$4,129,719
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001678953
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $847.26 M | 21 % | 1,383,549 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $762.96 M | 19 % | 12,732,955 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $394.74 M | 10 % | 785,169 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $357.30 M | 9 % | 6,594,677 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $344.55 M | 8 % | 1,172,986 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $189.24 M | 5 % | 744,231 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $160.92 M | 4 % | 745,738 | ||
INTU INTUIT COM | STOCK | 461202103 | $117.97 M | 3 % | 172,752 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $81.28 M | 2 % | 156,934 | ||
AVGO BROADCOM INC COM | STOCK | 11135F101 | $68.84 M | 2 % | 208,674 |
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