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Lindsay Fields

Hoxton Planning & Management, Llc

Assets Managed
$383.225M
Holdings
227
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.01%(2Q avg: 7.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hoxton Planning & Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Hoxton Planning & Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 383.225M in assets, with a quarterly growth rate of 15.01% and a 2-quarter average growth rate of 7.32%. The portfolio is managed by Lindsay Fields, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.21%
16.5%
$63.202M
84,395 shares@ $748.89 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 26.7%
5.05%
$19.332M
418,886 shares@ $46.16 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.13%
3.29%
$12.575M
62,848 shares@ $200.09 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -4.01%
2.77%
$10.579M
14,167 shares@ $746.75 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -2.97%
2.57%
$9.818M
88,997 shares@ $110.32 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.38%
2.07%
$7.93M
27,405 shares@ $289.37 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -8.67%
1.95%
$7.442M
62,540 shares@ $119.0 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -6.23%
1.92%
$7.326M
151,828 shares@ $48.26 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 4.68%
1.91%
$7.298M
58,659 shares@ $124.43 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 3.47%
1.9%
$7.253M
52,739 shares@ $137.53 avg price

1-10 of 227