Hoxton Planning & Management, LLC
All 13F Filings
- Location
- Shepherdstown, WV
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 334,463
- 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 |
|---|---|---|---|---|---|
| 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 | 167.7 K | 50.2% | 16.28 K | 0 | 16.28 K |
| ETFs | 141.9 K | 42.4% | 3.786 K | 0 | 3.786 K |
| Debt | 406 | 0.1% | 0 | 15 | -15 |
| Other | 24.42 K | 7.3% | 3.616 K | 0 | 3.616 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
334,463
Holdings
217
QoQ value change ($000)
23,649
(7.6%)
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.