First seen by DFX
Sep 12, 2026
date not stated
Nicholas Hoffman & Company, LLC: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (the office describes itself as a not family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Nicholas Hoffman & Company, LLC found on the SEC adviser roster (services_description)
Nicholas Hoffman & Company, LLC. reported $4,333,270,555 across 326 13(f) positions for the quarter ended 2026-03-31
Nicholas Hoffman & Company, LLC. reduced Pimco Enhanced Short Maturity Active Exchange-Traded Fund 102,266 -> 3,346 shares ($10,261,408 -> $336,527)
Nicholas Hoffman & Company, LLC. opened a $2,342,974 position in Astrazeneca Plc Ord (11,880 shares)
Nicholas Hoffman & Company, LLC. opened a $11,081,233 position in Huntington Bancshares Inc Com (708,066 shares)
Nicholas Hoffman & Company, LLC. reduced General Dynamics Corp Com 7,994 -> 5,595 shares ($2,691,247 -> $1,920,365)
Nicholas Hoffman & Company, LLC. increased Schwab Fundamental International Small Equity Etf 11,040 -> 88,096 shares ($491,814 -> $4,084,112)
Nicholas Hoffman & Company, LLC. increased Schwab Fundamental International Equity Etf 47,596 -> 156,896 shares ($2,151,828 -> $7,676,935)
Nicholas Hoffman & Company, LLC. increased Vanguard 0-3 Month Treasury Bill Etf 1,800,411 -> 2,365,018 shares ($135,804,991 -> $178,913,589)
Nicholas Hoffman & Company, LLC. exited Astrazeneca Plc Sponsored Adr (was $2,183,534, 23,752 shares)
Nicholas Hoffman & Company, LLC. exited Cadence Bank Com (was $17,424,870, 406,743 shares)
Nicholas Hoffman & Company, LLC. increased Alphabet Inc Cap Stk Cl C 25,065 -> 235,726 shares ($7,865,482 -> $67,620,285)
Nicholas Hoffman & Company, LLC. reported $4,312,727,325 across 320 13(f) positions for the quarter ended 2025-12-31
Nicholas Hoffman & Company, LLC. opened a $2,017,263 position in Unilever Plc Spon Adr New (30,845 shares)
Nicholas Hoffman & Company, LLC. exited Unilever Plc Spon Adr New (was $2,091,178, 35,276 shares)
Nicholas Hoffman & Company, LLC. exited Vanguard Intermediate-Term Corporate Bond Etf (was $8,271,855, 98,346 shares)
Nicholas Hoffman & Company, LLC. increased Vanguard 0-3 Month Treasury Bill Etf 388,426 -> 1,800,411 shares ($29,370,820 -> $135,804,991)
Nicholas Hoffman & Company, LLC. increased Schwab Fundamental International Equity Etf 37,945 -> 47,596 shares ($1,630,136 -> $2,151,828)
Nicholas Hoffman & Company, LLC. reported $4,129,718,773 across 306 13(f) positions for the quarter ended 2025-09-30
Nicholas Hoffman & Company, LLC. reduced American Express Co Com 6,860 -> 4,996 shares ($2,188,284 -> $1,659,431)
Nicholas Hoffman & Company, LLC. opened a $8,271,855 position in Vanguard Intermediate-Term Corporate Bond Etf (98,346 shares)
Nicholas Hoffman & Company, LLC. increased Vanguard 0-3 Month Treasury Bill Etf 6,039 -> 388,426 shares ($456,246 -> $29,370,820)
Nicholas Hoffman & Company, LLC. increased Berkshire Hathaway Inc Del Cl B New 370,029 -> 785,169 shares ($179,748,987 -> $394,735,863)
Nicholas Hoffman & Company, LLC. reduced Intuit Com 657,460 -> 172,752 shares ($517,834,998 -> $117,974,068)
Nicholas Hoffman & Company, LLC. reported $3,869,831,883 across 305 13(f) positions for the quarter ended 2025-06-30
Nicholas Hoffman & Company, LLC. opened a $517,834,998 position in Intuit Com (657,460 shares)
Nicholas Hoffman & Company, LLC. increased Vanguard Small-Cap Etf 549,101 -> 699,404 shares ($121,763,226 -> $165,744,833)
Nicholas Hoffman & Company, LLC. increased Vanguard Mid-Cap Etf 860,276 -> 1,096,310 shares ($222,484,689 -> $306,780,520)
Nicholas Hoffman & Company, LLC. increased Ishares Msci Eafe Etf 22,343 -> 28,005 shares ($1,826,063 -> $2,503,393)
Nicholas Hoffman & Company, LLC. reported $2,499,394,428 across 288 13(f) positions for the quarter ended 2024-12-31
Nicholas Hoffman & Company, LLC. reported $2,630,964,746 across 285 13(f) positions for the quarter ended 2025-03-31
Nicholas Hoffman & Company, LLC. reported $2,371,625,633 across 291 13(f) positions for the quarter ended 2024-09-30
Nicholas Hoffman & Company, LLC. reported $2,630,964,746 across 285 13(f) positions for the quarter ended 2025-03-31
Nicholas Hoffman & Company, LLC. reduced Invesco Qqq Trust Series I 163,659 -> 96,779 shares ($83,667,322 -> $45,381,518)
Nicholas Hoffman & Company, LLC. increased United Parcel Service Inc Cl B 15,911 -> 20,045 shares ($2,006,320 -> $2,204,755)
Nicholas Hoffman & Company, LLC. increased Southern Co Com 32,694 -> 72,903 shares ($2,691,385 -> $6,703,469)
Nicholas Hoffman & Company, LLC. increased Bank America Corp Com 28,078 -> 62,041 shares ($1,234,006 -> $2,588,990)
Nicholas Hoffman & Company, LLC. reported $2,499,394,428 across 288 13(f) positions for the quarter ended 2024-12-31
Nicholas Hoffman & Company, LLC. increased At&t Inc Com 119,086 -> 150,787 shares ($3,367,750 -> $3,433,423)