Q2 2026 13F · SEC CIK 1806752

Hixon Zuercher, LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $340.8M
Reported positions: 88
Top holdings a year, 3 yrs: +20.6%
Assets under management: $487.7M

Hixon Zuercher, LLC is a wealth manager that reported 88 positions worth $340.8M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Goldman Sachs ETF Tr (GSIE, 7.1%), Goldman Sachs ETF Tr (GSLC, 4.0%), Johnson & Johnson (JNJ, 3.5%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Hixon Zuercher, LLC holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hixon Zuercher, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GSIEGoldman Sachs ETF Tr	7.1%	6.8%	526,508	+3.7%	$24.1M
GSLCGoldman Sachs ETF Tr	4.0%	3.7%	96,746	+2.2%	$13.7M
JNJJohnson & Johnson	3.5%	3.6%	47,061	-1.8%	$12.0M
JHMMJohn Hancock Exchange Traded	3.4%	3.1%	152,829	+3.6%	$11.5M
NVDANvidia Corporation Com	3.4%	2.7%	57,102	+16.7%	$11.4M
EMGFIshares Inc	3.2%	2.8%	150,551	+2.0%	$11.0M
GOOGLAlphabet Inc	2.9%	1.9%	27,802	+29.0%	$9.9M
JPMJpmorgan Chase & Co	2.9%	2.8%	29,750	-1.4%	$9.7M
AMDAdvanced Micro Devices Inc	2.7%	1.0%	15,649	-5.2%	$9.1M
GSGoldman Sachs Group Inc	2.7%	2.4%	8,968	-3.2%	$9.1M
AMZNAmazon Com Inc Com	2.6%	2.1%	36,944	+11.5%	$8.8M
NEENextera Energy Inc Com	2.5%	2.8%	96,673	+0.2%	$8.5M
MSFTMicrosoft Corp	2.4%	2.0%	21,938	+26.2%	$8.2M
AAPLApple Inc	2.4%	2.3%	28,191	-1.4%	$8.2M
SYKStryker Corporation	2.1%	2.4%	23,068	-0.3%	$7.3M
MAMastercard Inc.	2.0%	2.0%	13,186	+0.5%	$6.8M
CATCaterpillar Inc Com	1.9%	2.1%	6,162	-35.3%	$6.6M
METAMeta Platforms Inc Class A	1.8%	1.6%	10,635	+17.2%	$6.0M
DELLDell Technologies Inc	1.8%	1.9%	13,837	-63.4%	$6.0M
WMTWalmart Inc	1.7%	2.1%	51,921	-2.1%	$5.9M
SHVIshares Tr	1.6%	1.6%	49,394	+3.2%	$5.5M
TLTIshares 20 Year Treasury Bond ETF	1.6%	1.6%	62,862	+3.4%	$5.4M
PEPPepsico Inc	1.4%	1.7%	35,681	-0.8%	$4.8M
LOWLowes Cos Inc	1.3%	1.7%	20,724	-10.7%	$4.6M
SCHWSchwab Charles Corp	1.3%	1.4%	48,603	-0.6%	$4.5M
UNPUnion Pac Corp	1.3%	—	15,780	—	$4.3M
APHAmphenol Corp	1.2%	1.0%	23,720	-2.1%	$4.2M
BACBank of Amer Corp	1.2%	1.1%	72,756	+1.9%	$4.1M
ANETArista Networks Inc	1.2%	—	23,799	—	$4.0M
JPSTJ P Morgan Exchange Traded Fd	1.2%	1.2%	78,706	+1.7%	$4.0M
AVGOBroadcom Inc	1.1%	1.0%	10,195	-1.3%	$3.9M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.4%	7,053	-27.0%	$3.5M
BKRBaker Hughes Company Cl A	1.0%	1.1%	61,739	+5.1%	$3.4M
CPRTCopart Inc	1.0%	1.2%	121,102	+2.0%	$3.4M
PGRProgressive Corp.	1.0%	0.9%	15,072	+9.4%	$3.3M
CCKCrown Hldgs Inc	0.9%	0.8%	27,243	+8.9%	$3.0M
GENGen Digital Inc	0.9%	—	118,159	—	$2.9M
SBUXStarbucks Corp Com	0.8%	0.8%	28,170	-2.5%	$2.9M
TDGTransdigm Group Inc	0.8%	—	2,139	—	$2.8M
DLRDigital Realty Trust Inc	0.8%	0.9%	15,569	-2.6%	$2.8M
EWEdwards Lifesciences Corp	0.8%	0.8%	30,496	-1.4%	$2.8M
COSTCostco Whsl Corp New	0.8%	0.9%	2,938	-0.9%	$2.7M
MANHManhattan Associates Inc	0.8%	0.8%	19,655	-1.5%	$2.7M
CRMSalesforce Inc Com	0.8%	1.0%	16,995	-0.3%	$2.7M
APDAir Products and Chemicals Inc	0.8%	0.8%	8,885	+2.9%	$2.6M
ADBEAdobe Inc	0.7%	0.9%	12,436	-0.4%	$2.5M
DISDisney Walt Co	0.7%	0.8%	26,355	+4.9%	$2.5M
PLDPrologis Inc	0.7%	0.8%	18,143	-1.3%	$2.5M
HCAHCA Healthcare Inc	0.7%	0.9%	6,259	-1.2%	$2.4M
DEDeere & Co Com	0.7%	—	3,683	—	$2.3M

What Hixon Zuercher, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GOOGL Alphabet Inc+29.0% shares
MSFT Microsoft Corp+26.2% shares
META Meta Platforms Inc Class A+17.2% shares
NVDA Nvidia Corporation Com+16.7% shares
AMZN Amazon Com Inc Com+11.5% shares
PGR Progressive Corp.+9.4% shares
CCK Crown Hldgs Inc+8.9% shares
BKR Baker Hughes Company Cl A+5.1% shares

Reduced

DELL Dell Technologies Inc-63.4% shares
CAT Caterpillar Inc Com-35.3% shares
BRK-B Berkshire Hathaway Inc Del-27.0% shares
LOW Lowes Cos Inc-10.7% shares
AMD Advanced Micro Devices Inc-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.4% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +11.8% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$340.8M	88
Q1 2026	$321.1M	85
Q4 2025	$329.8M	88
Q3 2025	$328.6M	87
Q2 2025	$309.5M	78
Q1 2025	$283.6M	80
Q4 2024	$259.9M	79
Q3 2024	$255.3M	76
Q2 2024	$237.3M	64
Q1 2024	$236.5M	61
Q4 2023	$215.4M	64
Q3 2023	$190.8M	56

Questions about Hixon Zuercher, LLC's portfolio

What stocks does Hixon Zuercher, LLC own?

Hixon Zuercher, LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 88 positions worth $340.8M. The largest are Goldman Sachs ETF Tr (GSIE) at 7.1%, Goldman Sachs ETF Tr (GSLC) at 4.0%, Johnson & Johnson (JNJ) at 3.5%, John Hancock Exchange Traded (JHMM) at 3.4% and Nvidia Corporation Com (NVDA) at 3.4%.

What did Hixon Zuercher, LLC buy last quarter?

In Q2 2026, Hixon Zuercher, LLC added Alphabet Inc (GOOGL) (+29.0% shares), Microsoft Corp (MSFT) (+26.2% shares) and Meta Platforms Inc Class A (META) (+17.2% shares), compared with its Q1 2026 filing.

What did Hixon Zuercher, LLC sell last quarter?

In Q2 2026, Hixon Zuercher, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Wells Fargo Co New (WFC), cut from its top 50 Amdocs Limited (DOX), cut from its top 50 Abbott Laboratories (ABT), Dell Technologies Inc (DELL) (-63.4% shares), Caterpillar Inc Com (CAT) (-35.3% shares) and Berkshire Hathaway Inc Del (BRK-B) (-27.0% shares), compared with its Q1 2026 filing.

How has Hixon Zuercher, LLC's portfolio performed?

A portfolio copying Hixon Zuercher, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.4% against +20.1%. Over 5 years: +11.8% a year against +11.2%.

When is Hixon Zuercher, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hixon Zuercher, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hixon Zuercher, LLC manage?

Hixon Zuercher, LLC reported $487.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $340.8M.