Nicholas Hoffman & Company, LLC. Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$4.3B

Holdings

320

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (320 positions)

#StockSharesValue% PortfolioType
201
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
9,888$588K0.01%
202
TPLTEXAS PACIFIC LAND CORPORATION COM
2,034$584K0.01%
203
SHWSHERWIN WILLIAMS CO COM
1,789$579K0.01%
204
SONSONOCO PRODS CO COM
13,231$577K0.01%
205
TRVCCITIGROUP INC COM NEW
4,908$572K0.01%
206
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
12,861$571K0.01%
207
ARCCARES CAPITAL CORP COM
28,147$569K0.01%
208
NOWSERVICENOW INC COM
3,680$563K0.01%
209
ENBENBRIDGE INC COM
11,631$556K0.01%
210
MFCMANULIFE FINL CORP COM
15,300$555K0.01%
211
ADBEADOBE INC COM
1,567$548K0.01%
212
EMREMERSON ELEC CO COM
4,109$545K0.01%
213
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
8,019$539K0.01%
214
VTEBVANGUARD TAX-EXEMPT BOND ETF
10,603$533K0.01%
215
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
17,989$530K0.01%
216
NNNNNN REIT INC COM
13,065$517K0.01%
217
QCOMQUALCOMM INC COM
3,002$513K0.01%
218
INTCINTEL CORP COM
13,594$501K0.01%
219
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
3,461$498K0.01%
220
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
3,461$496K0.01%
221
IOOISHARES GLOBAL 100 ETF
3,912$495K0.01%
222
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
11,040$491K0.01%
223
IVWISHARES S&P 500 GROWTH ETF
3,975$489K0.01%
224
VGTVANGUARD INFORMATION TECHNOLOGY ETF
642$483K0.01%
225
TMOTHERMO FISHER SCIENTIFIC INC COM
818$473K0.01%
226
HCAHCA HEALTHCARE INC COM
1,000$466K0.01%
227
LRCXLAM RESEARCH CORP COM NEW
2,717$465K0.01%
228
BNBROOKFIELD CORP CL A LTD VT SH
10,090$463K0.01%
229
CITCINTAS CORP COM
2,434$457K0.01%
230
PHMPULTE GROUP INC COM
3,863$452K0.01%
231
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
9,964$452K0.01%
232
CPRTCOPART INC COM
11,537$451K0.01%
233
DGROISHARES CORE DIVIDEND GROWTH ETF
6,402$444K0.01%
234
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
4,263$443K0.01%
235
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
2,305$441K0.01%
236
GEVGE VERNOVA INC COM
671$438K0.01%
237
AQLTISHARES CORE MSCI EAFE ETF
4,826$431K0.01%
238
PSXPHILLIPS 66 COM
3,319$428K0.01%
239
RYROYAL BK CDA COM
2,494$425K0.01%
240
SAPSAP SE SPON ADR
1,751$425K0.01%
241
CHKPCHECK POINT SOFTWARE TECH LTD ORD
2,197$407K0.01%
242
GBDCGOLUB CAP BDC INC COM
29,981$406K0.01%
243
PDIPIMCO DYNAMIC INCOME FD SHS
22,572$399K0.01%
244
JCIJOHNSON CTLS INTL PLC SHS
3,329$398K0.01%
245
EOGEOG RES INC COM
3,793$398K0.01%
246
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
4,958$397K0.01%
247
TMTOYOTA MOTOR CORP ADS
1,852$396K0.01%
248
PHPARKER-HANNIFIN CORP COM
439$385K0.01%
249
DHRDANAHER CORPORATION COM
1,658$379K0.01%
250
BSVVANGUARD SHORT-TERM BOND ETF
4,764$375K0.01%
251
SBUXSTARBUCKS CORP COM
4,439$373K0.01%
252
TELTE CONNECTIVITY PLC ORD SHS
1,629$370K0.01%
253
IJRISHARES CORE S&P SMALL CAP ETF
3,083$370K0.01%
254
APPAPPLOVIN CORP COM CL A
539$363K0.01%
255
PJPINVESCO PHARMACEUTICALS ETF
3,475$363K0.01%
256
ETENERGY TRANSFER L P COM UT LTD PTN
21,920$361K0.01%
257
AMGNAMGEN INC COM
1,093$357K0.01%
258
HDVISHARES CORE HIGH DIVIDEND ETF
2,936$357K0.01%
259
RFREGIONS FINANCIAL CORP NEW COM
12,712$344K0.01%
260
KIMKIMCO RLTY CORP COM
16,950$343K0.01%
261
LHXL3HARRIS TECHNOLOGIES INC COM
1,143$335K0.01%
262
MGVVANGUARD MEGA CAP VALUE ETF
2,377$335K0.01%
263
UPROPROSHARES ULTRAPRO S&P500
2,877$333K0.01%
264
MARMARRIOTT INTL INC NEW CL A
1,074$333K0.01%
265
VRTXVERTEX PHARMACEUTICALS INC COM
732$331K0.01%
266
IWDISHARES RUSSELL 1000 VALUE ETF
1,574$331K0.01%
267
FCXFREEPORT-MCMORAN INC CL B
6,432$326K0.01%
268
CAHCARDINAL HEALTH INC COM
1,585$325K0.01%
269
PWRQUANTA SVCS INC COM
761$321K0.01%
270
ISRGINTUITIVE SURGICAL INC COM NEW
544$308K0.01%
271
CMCSACOMCAST CORP NEW CL A
10,247$306K0.01%
272
VIOOVANGUARD S&P SMALL-CAP 600 ETF
2,745$304K0.01%
273
ETNEATON CORP PLC SHS
953$303K0.01%
274
KRKROGER CO COM
4,823$301K0.01%
275
CRWDCROWDSTRIKE HLDGS INC CL A
644$301K0.01%
276
RIORIO TINTO PLC SPONSORED ADR
3,615$289K0.01%
277
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
3,081$281K0.01%
278
RAVIFLEXSHARES ULTRA-SHORT INCOME FUND
3,736$281K0.01%
279
VTWOVANGUARD RUSSELL 2000 ETF
2,824$281K0.01%
280
MNSTMONSTER BEVERAGE CORP NEW COM
3,620$277K0.01%
281
GMFSPDR S&P EMERGING ASIA PACIFIC ETF
1,989$276K0.01%
282
ILFISHARES LATIN AMERICA 40 ETF
8,979$273K0.01%
283
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
8,623$271K0.01%
284
GISGENERAL MLS INC COM
5,837$271K0.01%
285
AEMAGNICO EAGLE MINES LTD COM
1,587$269K0.01%
286
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
2,275$267K0.01%
287
NEMNEWMONT CORP COM
2,666$266K0.01%
288
BNDVANGUARD TOTAL BOND MARKET ETF
3,559$263K0.01%
289
IDXXIDEXX LABS INC COM
387$261K0.01%
290
COFCAPITAL ONE FINL CORP COM
1,057$256K0.01%
291
CMECME GROUP INC COM
899$245K0.01%
292
DASHDOORDASH INC CL A
1,083$245K0.01%
293
VXFVANGUARD EXTENDED MARKET ETF
1,169$244K0.01%
294
VCRVANGUARD CONSUMER DISCRETIONARY ETF
619$243K0.01%
295
PALPROFICIENT AUTO LOGISTICS INC COM
25,000$241K0.01%
296
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
4,931$239K0.01%
297
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
6,000$237K0.01%
298
VTVVANGUARD VALUE ETF
1,226$234K0.01%
299
VDEVANGUARD ENERGY ETF
1,857$233K0.01%
300
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
11,896$232K0.01%
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