Hoxton Planning & Management, LLC
All 13F Filings
- Location
- Shepherdstown, WV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 383,225
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 227 | 383,225 | 13F-HR | Hoxton Planning & Management, LLC |
| Q1 2026 | 4/20/2026 | 216 | 333,212 | 13F-HR | Hoxton Planning & Management, LLC |
| Q4 2025 | 2/11/2026 | 217 | 334,463 | 13F-HR | Hoxton Planning & Management, LLC |
| Q3 2025 | 10/27/2025 | 217 | 310,814 | 13F-HR | Hoxton Planning & Management, LLC |
| Q2 2025 | 8/6/2025 | 209 | 289,388 | 13F-HR | Hoxton Planning & Management, LLC |
| Q4 2024 | 9/8/2025 | 207 | 261,651 | 13F-HR | Hoxton Planning & Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.03 K | 25.3% | 13.07 K | 0 | 13.07 K |
| ETFs | 285.5 K | 74.5% | 36.9 K | 0 | 36.9 K |
| Debt | 383 | 0.1% | 62 | 0 | 62 |
| Other | 327 | 0.1% | 0 | 17 | -17 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
383,225
Holdings
227
QoQ value change ($000)
50,013
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.