Nicholas Hoffman & Company, LLC.
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
305
- Value ($000)
$3,869,832
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $726.71M | 19 % | 1,279,348 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $675.54M | 18 % | 11,849,460 | ||
INTU INTUIT COM | STOCK | 461202103 | $517.83M | 13 % | 657,460 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $306.78M | 8 % | 1,096,310 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $304.13M | 8 % | 6,149,000 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $179.75M | 5 % | 370,029 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $165.74M | 4 % | 699,404 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $151.97M | 4 % | 742,528 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $78.09M | 2 % | 156,985 | ||
AVGO BROADCOM INC COM | STOCK | 11135F101 | $57.53M | 2 % | 208,690 |
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