Filed: 1/26/2026ACC: 0002085853-26-000082
📋 What this filing means
HIXON ZUERCHER, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $329.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$329.85M
Total AUM (reported)
2.85M
Total Shares
Allocation by class
COM$201.69M61.1%
ACTIVEBETA INT$24.29M7.4%
CL A$22.77M6.9%
ACTIVEBETA US LG$12.30M3.7%
MULTIFACTOR MI$9.49M2.9%
EMNG MKTS EQT$9.44M2.9%
CORE S&P500 ETF$8.96M2.7%
Portfolio Concentration
Top 3$46.84M14.2%
4–10$63.28M19.2%
11–25$96.60M29.3%
Rest$123.12M37.3%
Top 3 weight
14.2%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:
GOLDMAN SACHS ETF TR
SOLEShares565.61K
TypeSH
Market value$24.29M
7.36%
Sole
0.00
Shared
0.00
None
565.61K
GOLDMAN SACHS ETF TR
SOLEShares92.94K
TypeSH
Market value$12.30M
3.73%
Sole
0.00
Shared
0.00
None
92.94K
JOHNSON & JOHNSON
SOLEShares49.54K
TypeSH
Market value$10.25M
3.11%
Sole
0.00
Shared
0.00
None
49.54K
JPMORGAN CHASE & CO.
SOLEShares30.43K
TypeSH
Market value$9.81M
2.97%
Sole
0.00
Shared
0.00
None
30.43K
JOHN HANCOCK EXCHANGE TRADED
SOLEShares144.85K
TypeSH
Market value$9.49M
2.88%
Sole
0.00
Shared
0.00
None
144.85K
ISHARES INC
SOLEShares163.12K
TypeSH
Market value$9.44M
2.86%
Sole
0.00
Shared
0.00
None
163.12K
NVIDIA CORPORATION
SOLEShares49.41K
TypeSH
Market value$9.21M
2.79%
Sole
0.00
Shared
0.00
None
49.41K
ISHARES TR
SOLEShares13.09K
TypeSH
Market value$8.96M
2.72%
Sole
0.00
Shared
0.00
None
13.09K
GOLDMAN SACHS GROUP INC
SOLEShares9.46K
TypeSH
Market value$8.31M
2.52%
Sole
0.00
Shared
0.00
None
9.46K
MICROSOFT CORP
SOLEShares16.66K
TypeSH
Market value$8.06M
2.44%
Sole
0.00
Shared
0.00
None
16.66K
STRYKER CORPORATION
SOLEShares22.78K
TypeSH
Market value$8.01M
2.43%
Sole
0.00
Shared
0.00
None
22.78K
APPLE INC
SOLEShares28.90K
TypeSH
Market value$7.86M
2.38%
Sole
0.00
Shared
0.00
None
28.90K
NEXTERA ENERGY INC
SOLEShares97.54K
TypeSH
Market value$7.83M
2.37%
Sole
0.00
Shared
0.00
None
97.54K
AMAZON COM INC
SOLEShares33.38K
TypeSH
Market value$7.71M
2.34%
Sole
0.00
Shared
0.00
None
33.38K
MASTERCARD INCORPORATED
SOLEShares13.14K
TypeSH
Market value$7.50M
2.27%
Sole
0.00
Shared
0.00
None
13.14K
EXXON MOBIL CORP
SOLEShares57.02K
TypeSH
Market value$6.86M
2.08%
Sole
0.00
Shared
0.00
None
57.02K
ALPHABET INC
SOLEShares21.82K
TypeSH
Market value$6.83M
2.07%
Sole
0.00
Shared
0.00
None
21.82K
WALMART INC
SOLEShares53.95K
TypeSH
Market value$6.01M
1.82%
Sole
0.00
Shared
0.00
None
53.95K
META PLATFORMS INC
SOLEShares8.85K
TypeSH
Market value$5.84M
1.77%
Sole
0.00
Shared
0.00
None
8.85K
LOWES COS INC
SOLEShares23.50K
TypeSH
Market value$5.67M
1.72%
Sole
0.00
Shared
0.00
None
23.50K
CATERPILLAR INC
SOLEShares9.82K
TypeSH
Market value$5.63M
1.71%
Sole
0.00
Shared
0.00
None
9.82K
WELLS FARGO CO NEW
SOLEShares57.23K
TypeSH
Market value$5.33M
1.62%
Sole
0.00
Shared
0.00
None
57.23K
HONEYWELL INTL INC
SOLEShares27.07K
TypeSH
Market value$5.28M
1.60%
Sole
0.00
Shared
0.00
None
27.07K
ISHARES TR
SOLEShares47.52K
TypeSH
Market value$5.23M
1.59%
Sole
0.00
Shared
0.00
None
47.52K
ISHARES TR
SOLEShares57.57K
TypeSH
Market value$5.02M
1.52%
Sole
0.00
Shared
0.00
None
57.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 565.61K | SH | $24.29M 7.36% | 0.00 | 0.00 | 565.61K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 92.94K | SH | $12.30M 3.73% | 0.00 | 0.00 | 92.94K |
JOHNSON & JOHNSONSOLE | COM | 49.54K | SH | $10.25M 3.11% | 0.00 | 0.00 | 49.54K |
JPMORGAN CHASE & CO.SOLE | COM | 30.43K | SH | $9.81M 2.97% | 0.00 | 0.00 | 30.43K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 144.85K | SH | $9.49M 2.88% | 0.00 | 0.00 | 144.85K |
ISHARES INCSOLE | EMNG MKTS EQT | 163.12K | SH | $9.44M 2.86% | 0.00 | 0.00 | 163.12K |
NVIDIA CORPORATIONSOLE | COM | 49.41K | SH | $9.21M 2.79% | 0.00 | 0.00 | 49.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.09K | SH | $8.96M 2.72% | 0.00 | 0.00 | 13.09K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.46K | SH | $8.31M 2.52% | 0.00 | 0.00 | 9.46K |
MICROSOFT CORPSOLE | COM | 16.66K | SH | $8.06M 2.44% | 0.00 | 0.00 | 16.66K |
STRYKER CORPORATIONSOLE | COM | 22.78K | SH | $8.01M 2.43% | 0.00 | 0.00 | 22.78K |
APPLE INCSOLE | COM | 28.90K | SH | $7.86M 2.38% | 0.00 | 0.00 | 28.90K |
NEXTERA ENERGY INCSOLE | COM | 97.54K | SH | $7.83M 2.37% | 0.00 | 0.00 | 97.54K |
AMAZON COM INCSOLE | COM | 33.38K | SH | $7.71M 2.34% | 0.00 | 0.00 | 33.38K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.14K | SH | $7.50M 2.27% | 0.00 | 0.00 | 13.14K |
EXXON MOBIL CORPSOLE | COM | 57.02K | SH | $6.86M 2.08% | 0.00 | 0.00 | 57.02K |
ALPHABET INCSOLE | CAP STK CL A | 21.82K | SH | $6.83M 2.07% | 0.00 | 0.00 | 21.82K |
WALMART INCSOLE | COM | 53.95K | SH | $6.01M 1.82% | 0.00 | 0.00 | 53.95K |
META PLATFORMS INCSOLE | CL A | 8.85K | SH | $5.84M 1.77% | 0.00 | 0.00 | 8.85K |
LOWES COS INCSOLE | COM | 23.50K | SH | $5.67M 1.72% | 0.00 | 0.00 | 23.50K |
CATERPILLAR INCSOLE | COM | 9.82K | SH | $5.63M 1.71% | 0.00 | 0.00 | 9.82K |
WELLS FARGO CO NEWSOLE | COM | 57.23K | SH | $5.33M 1.62% | 0.00 | 0.00 | 57.23K |
HONEYWELL INTL INCSOLE | COM | 27.07K | SH | $5.28M 1.60% | 0.00 | 0.00 | 27.07K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 47.52K | SH | $5.23M 1.59% | 0.00 | 0.00 | 47.52K |
ISHARES TRSOLE | 20 YR TR BD ETF | 57.57K | SH | $5.02M 1.52% | 0.00 | 0.00 | 57.57K |
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