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Hoxton Planning & Management, LLC
Hoxton Planning & Management, LLC is an SEC-registered investment advisory firm headquartered in Shepherdstown, West Virginia. The firm provides comprehensive financial planning and investment management services, with roots serving the community for over 30 years under various names. Hoxton specializes in helping serious savers nearing retirement or already retired, serving clients in the DMV area and nationally. As of 2025, the firm manages about $491.6 million in assets for 1,236 clients and employs 7 advisors.
Investment Strategy
Hoxton's investment strategy emphasizes a long-term perspective, viewing volatility as an expected part of investing. They manage risk through asset allocation and portfolio rebalancing. The firm prefers lower-cost, passive products for efficient asset classes and actively managed funds for less efficient markets where active management can add value. Tax efficiency and minimizing investment costs are integral, and all advice is grounded in fiduciary responsibility to clients, aiming to optimize after-tax, long-term returns.
Latest 13F Filing Activity
Hoxton Planning & Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 209 equity positions with a total 13F market value of $289M. The fund increased holdings in Nvidia Corporation, Blackrock Etf Trust, Ishares Inc. among other positions. Hoxton Planning & Management, LLC reduced exposure to Ishares Inc., Ishares TR, Invesco QQQ TR among others.
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.75% | $45.6M | 73,414 | $408.64 | $620.90 | +$1.5M |
I IUSB | ISHARES TR | 5.15% | $14.9M | 322,293 | $45.29 | $46.23 | -$580.1K |
N NVDA | NVIDIA CORPORATION | 3.43% | $9.9M | 62,852 | $21.36 | $157.99 | +$2.9M |
I IWR | ISHARES TR | 2.92% | $8.5M | 91,969 | $74.04 | $91.97 | +$792.4K |
I ISTB | ISHARES TR | 2.52% | $7.3M | 149,663 | $46.78 | $48.65 | +$44.3K |
Industry Allocation
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