Q3 2026 13F · SEC CIK 791191

Anderson Hoagland & Co

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 134
Top holdings a year, 3 yrs: +21.6%
Assets under management: $1.4B

Anderson Hoagland & Co is a wealth manager that reported 134 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Nvidia Corporation (NVDA, 4.5%), Vanguard Wellington Fd (VFMF, 4.5%), Ishares Gold Tr (IAU, 4.5%). A portfolio copying its top holdings returned 21.6% a year over the last 3 years, against 20.4% for the S&P 500.

Anderson Hoagland & Co holdings largest 50 of 134 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Anderson Hoagland & Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.5%	4.1%	275,450	+5.3%	$58.5M
VFMFVanguard Wellington Fd	4.5%	4.2%	309,619	+2.4%	$58.4M
IAUIshares Gold Tr	4.5%	4.6%	771,604	+0.3%	$58.4M
MSFTMicrosoft Corp	4.4%	3.2%	109,789	+1.2%	$57.2M
EMXCIshares Inc	4.3%	5.2%	612,629	-6.0%	$55.8M
IWMIshares Tr	3.7%	4.5%	174,017	-7.9%	$48.1M
AMZNAmazon Com Inc	3.6%	3.4%	188,331	+2.8%	$47.2M
VUGVanguard Index Fds	3.3%	3.0%	497,254	+11.6%	$43.3M
VFVAVanguard Wellington Fd	3.1%	2.8%	251,537	+3.2%	$40.5M
VBILVanguard Instl Index Fd	2.9%	2.2%	495,787	+31.9%	$37.5M
LLYEli Lilly & Co	2.4%	2.2%	23,796	+3.7%	$31.1M
VGSHVanguard Scottsdale Fds	2.2%	1.9%	500,999	+23.5%	$29.0M
VEAVanguard Ftse Developed Markets Index Fu	2.1%	2.2%	400,249	+2.4%	$27.7M
VFMVVanguard Wellington Fd	2.0%	2.0%	179,199	+0.2%	$26.6M
USMVIshares Tr	2.0%	1.6%	252,449	+18.5%	$26.1M
JPMJpmorgan Chase & Co	2.0%	2.2%	77,457	-9.0%	$26.1M
AVUSAvantis U.S. Equity ETF	1.9%	1.6%	191,881	+21.0%	$24.7M
VGKVanguard Ftse Europe ETF	1.8%	1.8%	270,643	+6.5%	$23.5M
TFLOIshares Tr	1.7%	—	430,689	—	$21.8M
VFMOVanguard Wellington Fd	1.7%	2.1%	100,347	-8.7%	$21.8M
VVisa Inc	1.4%	1.2%	44,479	+0.9%	$18.4M
IVVIshares Tr	1.4%	1.4%	23,905	+1.2%	$18.3M
MTUMIshares Tr	1.2%	1.2%	55,333	+20.1%	$16.0M
IEFAIshares Tr	1.2%	1.2%	160,874	+3.9%	$15.5M
EFAVIshares Tr	1.1%	1.0%	153,102	+3.6%	$14.7M
SMFGSumitomo Mitsui Fin Grp Inc	1.1%	1.3%	601,549	-16.1%	$14.5M
EEMVIshares Inc	1.0%	1.0%	181,183	+1.9%	$13.0M
VWOVanguard Intl Equity Index F	1.0%	1.1%	227,701	+0.7%	$12.9M
BACBank of Amer Corp	1.0%	1.0%	244,696	+9.3%	$12.5M
EWJVIshares Tr	0.9%	0.9%	255,541	+1.7%	$12.1M
GEGe Aerospace	0.9%	1.1%	38,234	-0.5%	$11.2M
AVLVAmerican Centy ETF Tr	0.8%	0.8%	114,596	+8.6%	$10.7M
SUBIshares Tr	0.8%	—	100,626	—	$10.6M
IBMInternational Business Machs	0.8%	0.8%	42,170	+11.2%	$10.6M
CMICummins Inc	0.8%	1.3%	18,987	-20.6%	$9.9M
AVESAmerican Centy ETF Tr	0.7%	0.8%	157,624	-0.2%	$9.8M
XOMExxonmobil Holdings Corp	0.7%	—	53,949	—	$9.6M
PANWPalo Alto Networks Inc	0.7%	0.7%	26,593	-1.3%	$9.4M
GEVGe Vernova Inc	0.7%	1.0%	11,150	+0.0%	$9.2M
CATCaterpillar Inc	0.7%	1.0%	12,314	+0.0%	$8.7M
VTEBVanguard Mun Bd Fds	0.7%	0.7%	178,099	+2.8%	$8.6M
VRTXVertex Pharmaceuticals Inc	0.6%	0.6%	15,734	+0.0%	$8.4M
CCitigroup Inc	0.6%	0.7%	66,625	+0.0%	$8.2M
VLUEIshares Tr	0.6%	0.7%	39,667	-4.7%	$7.7M
AVDVAmerican Centy ETF Tr	0.6%	0.6%	70,600	-3.4%	$7.5M
SNOWSnowflake Inc	0.5%	—	22,531	—	$7.1M
FCXFreeport Mcmoran Inc	0.5%	—	109,175	—	$7.1M
SGOVIshares Tr	0.5%	0.8%	69,770	-34.8%	$7.0M
ASMLAsml Hldg NV	0.5%	0.7%	4,471	+0.0%	$7.0M
USFRWisdomtree Tr	0.5%	0.6%	129,700	-20.9%	$6.6M

What Anderson Hoagland & Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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: +23.1% /yr; S&P 500 +20.1%
3 years: +21.6% /yr; S&P 500 +20.4%
5 years: +11.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$1.3B	134
Q2 2026	$1.3B	136
Q1 2026	$1.2B	135
Q4 2025	$1.2B	141
Q3 2025	$1.1B	137
Q2 2025	$1.0B	144
Q1 2025	$843.1M	135
Q4 2024	$972.4M	137
Q3 2024	$979.9M	132
Q2 2024	$952.4M	133
Q1 2024	$891.8M	133
Q4 2023	$815.3M	122

Questions about Anderson Hoagland & Co's portfolio

What stocks does Anderson Hoagland & Co own?

Anderson Hoagland & Co's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 134 positions worth $1.3B. The largest are Nvidia Corporation (NVDA) at 4.5%, Vanguard Wellington Fd (VFMF) at 4.5%, Ishares Gold Tr (IAU) at 4.5%, Microsoft Corp (MSFT) at 4.4% and Ishares Inc (EMXC) at 4.3%.

What did Anderson Hoagland & Co buy last quarter?

In Q3 2026, Anderson Hoagland & Co added Vanguard Instl Index Fd (VBIL) (+31.9% shares), Vanguard Scottsdale Fds (VGSH) (+23.5% shares) and Avantis U.S. Equity ETF (AVUS) (+21.0% shares), compared with its Q2 2026 filing.

What did Anderson Hoagland & Co sell last quarter?

In Q3 2026, Anderson Hoagland & Co cut from its top 50 Vanguard Index Fds (VO), cut from its top 50 Avantis Total Equity Markets ETF (AVTM), cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Quanta Svcs Inc (PWR), Ishares Tr (SGOV) (-34.8% shares), Wisdomtree Tr (USFR) (-20.9% shares) and Cummins Inc (CMI) (-20.6% shares), compared with its Q2 2026 filing.

How has Anderson Hoagland & Co's portfolio performed?

A portfolio copying Anderson Hoagland & Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.1% against +20.1%. Over 5 years: +11.7% a year against +11.6%.

When is Anderson Hoagland & Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Anderson Hoagland & Co's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Anderson Hoagland & Co manage?

Anderson Hoagland & Co reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.