Q3 2026 13F · SEC CIK 1806752

Hixon Zuercher, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $346.8M
Reported positions: 92
Top holdings a year, 3 yrs: +20.6%
Assets under management: $487.7M

Hixon Zuercher, LLC is a wealth manager that reported 92 positions worth $346.8M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Ishares Tr (LRGF, 5.4%), Goldman Sachs ETF Tr (GSIE, 4.7%), Nvidia Corporation (NVDA, 3.8%). 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 92 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.

Hixon Zuercher, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
LRGFIshares Tr	5.4%	—	239,401	—	$18.6M
GSIEGoldman Sachs ETF Tr	4.7%	7.1%	355,282	-32.5%	$16.3M
NVDANvidia Corporation	3.8%	3.4%	56,964	-0.2%	$13.0M
MSFTMicrosoft Corp	3.7%	2.4%	24,736	+12.8%	$12.7M
JNJJohnson & Johnson	3.5%	3.5%	46,331	-1.6%	$12.3M
XOMExxonmobil Holdings Corp	3.1%	—	66,053	—	$10.8M
EMGFIshares Inc	2.9%	3.2%	140,054	-7.0%	$10.0M
JPMJpmorgan Chase & Co	2.8%	2.9%	29,488	-0.9%	$9.8M
AAPLApple Inc	2.7%	2.4%	27,840	-1.2%	$9.3M
AMZNAmazon Com Inc	2.6%	2.6%	36,823	-0.3%	$9.2M
AMDAdvanced Micro Devices Inc	2.6%	2.7%	14,954	-4.4%	$9.1M
GOOGLAlphabet Inc	2.6%	2.9%	26,146	-6.0%	$9.0M
GSGoldman Sachs Group Inc	2.3%	2.7%	8,810	-1.8%	$7.9M
DELLDell Technologies Inc	2.1%	1.8%	13,601	-1.7%	$7.3M
MAMastercard Incorporated	2.1%	2.0%	13,077	-0.8%	$7.2M
SHVIshares Tr	2.0%	1.6%	64,000	+29.6%	$7.1M
METAMeta Platforms Inc	2.0%	1.8%	9,451	-11.1%	$6.9M
JHMMJohn Hancock Exchange Traded	1.8%	3.4%	89,628	-41.4%	$6.4M
SYKStryker Corporation	1.7%	2.1%	21,010	-8.9%	$5.8M
LLYEli Lilly & Co	1.6%	—	4,899	—	$5.7M
SCHWCharles Schwab Corp (the)	1.6%	1.3%	56,278	+15.8%	$5.5M
ANETArista Networks Inc	1.6%	1.2%	27,008	+13.5%	$5.5M
WMTWalmart Inc	1.6%	1.7%	51,986	+0.1%	$5.4M
NEENextera Energy Inc	1.5%	2.5%	67,701	-30.0%	$5.1M
CATCaterpillar Inc	1.4%	1.9%	6,199	+0.6%	$5.0M
UNPUnion Pac Corp	1.2%	1.3%	15,894	+0.7%	$4.3M
TLTIshares Tr	1.2%	1.6%	53,724	-14.5%	$4.2M
APHAmphenol Corp	1.1%	1.2%	46,877	+97.6%	$4.0M
PEPPepsico Inc	1.1%	1.4%	30,950	-13.3%	$3.9M
BACBank of Amer Corp	1.1%	1.2%	71,827	-1.3%	$3.9M
CRMSalesforce Inc	1.1%	0.8%	16,779	-1.3%	$3.9M
LOWLowes Cos Inc	1.1%	1.3%	20,885	+0.8%	$3.8M
MANHManhattan Associates Inc	1.1%	0.8%	19,087	-2.9%	$3.8M
AVGOBroadcom Inc	1.0%	1.1%	10,173	-0.2%	$3.6M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.0%	7,020	-0.5%	$3.5M
APDAir Products and Chemicals I	1.0%	0.8%	12,373	+39.3%	$3.4M
BKRBaker Hughes Company Cl A	1.0%	1.0%	62,303	+0.9%	$3.4M
CPRTCopart Inc	1.0%	1.0%	122,334	+1.0%	$3.3M
PGRProgressive Corp	0.9%	1.0%	15,331	+1.7%	$3.2M
ADBEAdobe Inc	0.9%	0.7%	12,302	-1.1%	$3.0M
CCKCrown Hldgs Inc	0.8%	0.9%	27,687	+1.6%	$2.9M
DISDisney Walt Co	0.8%	0.7%	26,730	+1.4%	$2.8M
JPSTJ P Morgan Exchange Traded F	0.8%	1.2%	55,390	-29.6%	$2.8M
DLRDigital Rlty Tr Inc	0.8%	0.8%	15,572	+0.0%	$2.7M
COSTCostco Wholesale Corporation	0.8%	0.8%	2,944	+0.2%	$2.7M
SBUXStarbucks Corp	0.8%	0.8%	28,219	+0.2%	$2.7M
EWEdwards Lifesciences Corp	0.8%	0.8%	30,536	+0.1%	$2.6M
GENGen Digital Inc	0.7%	0.9%	116,620	-1.3%	$2.6M
APPApplovin Corp	0.7%	—	8,541	—	$2.5M
DEDeere & Co	0.7%	0.7%	3,613	-1.9%	$2.4M

What Hixon Zuercher, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

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

Added to

APH Amphenol Corp+97.6% shares
APD Air Products and Chemicals I+39.3% shares
SHV Ishares Tr+29.6% shares
SCHW Charles Schwab Corp (the)+15.8% shares
ANET Arista Networks Inc+13.5% shares
MSFT Microsoft Corp+12.8% shares

Reduced

JHMM John Hancock Exchange Traded-41.4% shares
GSIE Goldman Sachs ETF Tr-32.5% shares
NEE Nextera Energy Inc-30.0% shares
JPST J P Morgan Exchange Traded F-29.6% shares
TLT Ishares Tr-14.5% shares
PEP Pepsico Inc-13.3% shares
META Meta Platforms Inc-11.1% shares
SYK Stryker Corporation-8.9% shares

Left the top 50

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: +23.4% /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, 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	$346.8M	92
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

Questions about Hixon Zuercher, LLC's portfolio

What stocks does Hixon Zuercher, LLC own?

Hixon Zuercher, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 92 positions worth $346.8M. The largest are Ishares Tr (LRGF) at 5.4%, Goldman Sachs ETF Tr (GSIE) at 4.7%, Nvidia Corporation (NVDA) at 3.8%, Microsoft Corp (MSFT) at 3.7% and Johnson & Johnson (JNJ) at 3.5%.

What did Hixon Zuercher, LLC buy last quarter?

In Q3 2026, Hixon Zuercher, LLC added Amphenol Corp (APH) (+97.6% shares), Air Products and Chemicals I (APD) (+39.3% shares) and Ishares Tr (SHV) (+29.6% shares), compared with its Q2 2026 filing.

What did Hixon Zuercher, LLC sell last quarter?

In Q3 2026, Hixon Zuercher, LLC cut from its top 50 Goldman Sachs ETF Tr (GSLC), cut from its top 50 Transdigm Group Inc (TDG), cut from its top 50 Prologis Inc (PLD), cut from its top 50 Hca Healthcare Inc (HCA), John Hancock Exchange Traded (JHMM) (-41.4% shares), Goldman Sachs ETF Tr (GSIE) (-32.5% shares) and Nextera Energy Inc (NEE) (-30.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $346.8M.