Nicholas Hoffman & Company, LLC.

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    306

  • Value ($000)

    $4,129,719

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001678953
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$847.26M
21 %

1,383,549

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$762.96M
19 %

12,732,955

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
084670702
$394.74M
10 %

785,169

V
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
922042858
$357.30M
9 %

6,594,677

V
VO

VANGUARD MID-CAP ETF

ETF
922908629
$344.55M
8 %

1,172,986

V
VB

VANGUARD SMALL-CAP ETF

ETF
922908751
$189.24M
5 %

744,231

V
VIG

VANGUARD DIVIDEND APPRECIATION ETF

ETF
921908844
$160.92M
4 %

745,738

I
INTU

INTUIT COM

STOCK
461202103
$117.97M
3 %

172,752

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$81.28M
2 %

156,934

A
AVGO

BROADCOM INC COM

STOCK
11135F101
$68.84M
2 %

208,674

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