{"url":"https://nivawealth.com/firms/hardin-capital-partners-153023","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153023","regulatoryAum":447791626,"crd":"153023","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4534287","suffix":null,"lastName":"HARDIN","firstName":"ANDREW","middleName":"JOSEPH"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-25","regulatoryAum":168268527,"clients":328,"employees":3,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":320052205,"clients":381,"employees":3,"offices":1},{"filedOn":"2023-02-22","regulatoryAum":296200148,"clients":406,"employees":3,"offices":1},{"filedOn":"2024-06-10","regulatoryAum":347878720,"clients":436,"employees":3,"offices":1},{"filedOn":"2025-02-19","regulatoryAum":372701379,"clients":477,"employees":2,"offices":1},{"filedOn":"2026-07-22","regulatoryAum":447791626,"clients":520,"employees":3,"offices":1}],"secFileNumber":"801-118794","legalName":"Hardin Capital Partners, LLC","displayName":"Hardin Capital Partners","slug":"hardin-capital-partners-153023","website":"https://hardincapitalpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/153023/2d90adbebf392e85-r1.webp","tone":"light","width":447,"height":200,"sourceUrl":"https://www.hardincapitalpartners.com/","sourceLabel":"Hardin Capital Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2010","organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1207 E. Washington Street","city":"Greenville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29601"},"tradeNames":[],"registration":{"secApproved":"26 May 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":858228.7400793651,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":447791626,"discretionary":327602360,"discretionaryAccounts":1301,"nonDiscretionary":120189266,"nonDiscretionaryAccounts":29,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":410,"regulatoryAum":89810875},{"label":"High-net-worth individuals","clients":94,"regulatoryAum":342736410},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":4835122},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4327236},{"label":"Corporations and other businesses","clients":16,"regulatoryAum":6081983}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005999","versionId":1005999,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-03","documentName":"HARDIN CAPITAL BROCHURE","fee_rate_low":0.85,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":500},{"role":"other","program":"General consulting","summary":"General consulting is negotiated for each engagement and is normally based on an hourly rate of $300.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005999","versionId":1005999,"submittedOn":"2026-02-03","documentName":"HARDIN CAPITAL BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:30:17.589733+00:00","documents":[{"name":"HARDIN CAPITAL BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005999","versionId":1005999,"submittedOn":"2026-02-03"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":447791626}],"custodyNote":"Hardin Capital Partners has custody of $147M for 197 clients.","otherCustodians":[],"leadership":[{"name":"Andrew Hardin","title":"Chief Compliance Officer/Managing Member","crd":"4534287"}],"ownership":[{"label":"Andrew Hardin","detail":"Chief compliance officer/managing member in the 75% or more ownership band and a control person, since March 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"1207 E. Washington Street","city":"Greenville","headquarters":true}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-252-4200","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":38},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":40},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"22 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/153023/PDF/153023.pdf","brochureDate":"3 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005999","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hardin Capital Partners have?","answer":"Hardin Capital Partners has 520 clients and manages $448 million for them, as of July 2026. They include 410 individual clients, 94 high-net-worth individuals, and 16 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hardin Capital Partners offer?","answer":"Hardin Capital Partners provides financial planning, portfolio management for individuals and small businesses, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hardin Capital Partners charge?","answer":"Hardin Capital Partners charges 0.85%–1.25% a year for its Portfolio Management Fees. The fee is billed in arrears, is negotiable and has a $500 annual minimum.","source":"HARDIN CAPITAL BROCHURE, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hardin Capital Partners use?","answer":"Hardin Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $448M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hardin Capital Partners have?","answer":"Hardin Capital Partners has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hardin Capital Partners invest in?","answer":"At the end of its last fiscal year, Hardin Capital Partners’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 14% cash and equivalents, 6% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hardin Capital Partners?","answer":"Hardin Capital Partners’ direct owner is Andrew Hardin (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hardin Capital Partners get paid?","answer":"Hardin Capital Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hardin Capital Partners?","answer":"Hardin Capital Partners’ main office is at 1207 E. Washington Street, Greenville, SC 29601. Its phone number is 864-252-4200. Its website is hardincapitalpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/hardin-capital-partners-153023/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2033094/000203309426000003/0002033094-26-000003-index.html","totalValue":215360376,"positionCount":141,"top10Share":0.6066999390825729,"top10":[{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":93824296,"shares":426370,"shareType":"SH","priorValue":100821149,"priorShares":426702},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":6396574,"shares":9308,"shareType":"SH","priorValue":5058636,"priorShares":8466},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":6101666,"shares":106869,"shareType":"SH","priorValue":5408231,"priorShares":110938},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":5175312,"shares":13969,"shareType":"SH","priorValue":4447538,"priorShares":13863},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5011145,"shares":10026,"shareType":"SH","priorValue":4703827,"priorShares":9816},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":3240450,"shares":54274,"shareType":"SH","priorValue":2821146,"priorShares":52195},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":2786931,"shares":21849,"shareType":"SH","priorValue":2890067,"priorShares":22072},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":2746882,"shares":54990,"shareType":"SH","priorValue":2532487,"priorShares":55090},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":2714341,"shares":50872,"shareType":"SH","priorValue":3198004,"priorShares":52204},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":2661530,"shares":27441,"shareType":"SH","priorValue":2282563,"priorShares":25734}],"positionsListed":141,"positions":[{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":93824296,"shares":426370,"shareType":"SH","priorValue":100821149,"priorShares":426702},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":6396574,"shares":9308,"shareType":"SH","priorValue":5058636,"priorShares":8466},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":6101666,"shares":106869,"shareType":"SH","priorValue":5408231,"priorShares":110938},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":5175312,"shares":13969,"shareType":"SH","priorValue":4447538,"priorShares":13863},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5011145,"shares":10026,"shareType":"SH","priorValue":4703827,"priorShares":9816},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":3240450,"shares":54274,"shareType":"SH","priorValue":2821146,"priorShares":52195},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":2786931,"shares":21849,"shareType":"SH","priorValue":2890067,"priorShares":22072},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":2746882,"shares":54990,"shareType":"SH","priorValue":2532487,"priorShares":55090},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":2714341,"shares":50872,"shareType":"SH","priorValue":3198004,"priorShares":52204},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":2661530,"shares":27441,"shareType":"SH","priorValue":2282563,"priorShares":25734},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":2402097,"shares":28077,"shareType":"SH","priorValue":2136619,"priorShares":27709},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":2302167,"shares":18426,"shareType":"SH","priorValue":1918395,"priorShares":17366},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":2085488,"shares":16251,"shareType":"SH","priorValue":1739686,"priorShares":15647},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1900335,"shares":13896,"shareType":"SH","priorValue":2443061,"priorShares":14400},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":1829660,"shares":12323,"shareType":"SH","priorValue":1507277,"priorShares":12125},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":1751765,"shares":59463,"shareType":"SH","priorValue":1235315,"priorShares":48179},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1699968,"shares":23854,"shareType":"SH","priorValue":1430026,"priorShares":22316},{"issuer":"EASTGROUP PPTYS INC","titleOfClass":"COM","cusip":"277276101","value":1577832,"shares":7755,"shareType":"SH","priorValue":1435373,"priorShares":7755},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":1530895,"shares":55257,"shareType":"SH","priorValue":1237801,"priorShares":50012},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 PUR VAL","cusip":"46137V258","value":1522562,"shares":13337,"shareType":"SH","priorValue":1365388,"priorShares":12714},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":1504372,"shares":40630,"shareType":"SH","priorValue":2017915,"priorShares":42934},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":1442289,"shares":14939,"shareType":"SH","priorValue":1147796,"priorShares":14244},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER ETF","cusip":"78464A672","value":1399795,"shares":49289,"shareType":"SH","priorValue":1437002,"priorShares":50140},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":1380245,"shares":13371,"shareType":"SH","priorValue":1286385,"priorShares":12882},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524748","value":1369268,"shares":28209,"shareType":"SH","priorValue":1252353,"priorShares":27014},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1365942,"shares":1275,"shareType":"SH","priorValue":945872,"priorShares":1335},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1339139,"shares":1106,"shareType":"SH","priorValue":1162589,"priorShares":1264},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1317706,"shares":1754,"shareType":"SH","priorValue":1638388,"priorShares":2508},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":1313585,"shares":12029,"shareType":"SH","priorValue":1135461,"priorShares":12005},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1299533,"shares":3960,"shareType":"SH","priorValue":1228422,"priorShares":4176},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":1242053,"shares":11910,"shareType":"SH","priorValue":1585157,"priorShares":12009},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1220883,"shares":3289,"shareType":"SH","priorValue":1519429,"priorShares":4105},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1219787,"shares":3304,"shareType":"SH","priorValue":1421678,"priorShares":3304},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":1213807,"shares":13599,"shareType":"SH","priorValue":1102642,"priorShares":12997},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1184427,"shares":4632,"shareType":"SH","priorValue":1202925,"priorShares":4921},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":1160218,"shares":21463,"shareType":"SH","priorValue":1028936,"priorShares":19495},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":1133301,"shares":19468,"shareType":"SH","priorValue":1146581,"priorShares":19586},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1121957,"shares":3901,"shareType":"SH","priorValue":1468031,"priorShares":5784},{"issuer":"OCCIDENTAL PETE CORP","titleOfClass":"COM","cusip":"674599105","value":1016240,"shares":20803,"shareType":"SH","priorValue":1350539,"priorShares":20778},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":1015292,"shares":13258,"shareType":"SH","priorValue":946826,"priorShares":12735},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1003073,"shares":12093,"shareType":"SH","priorValue":962485,"priorShares":12090},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":902030,"shares":11075,"shareType":"SH","priorValue":884212,"priorShares":11627},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":885009,"shares":3973,"shareType":"SH","priorValue":912956,"priorShares":3973},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":882649,"shares":12015,"shareType":"SH","priorValue":897045,"priorShares":12181},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":849095,"shares":5097,"shareType":"SH","priorValue":1078400,"priorShares":5212},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":825992,"shares":3285,"shareType":"SH","priorValue":722546,"priorShares":3322},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLCP 600 VAL","cusip":"921932778","value":781561,"shares":6652,"shareType":"SH","priorValue":387397,"priorShares":3808},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD AN","cusip":"85208R101","value":781337,"shares":19364,"shareType":"SH","priorValue":956500,"priorShares":20044},{"issuer":"CLOROX CO DEL","titleOfClass":"COM","cusip":"189054109","value":719985,"shares":7658,"shareType":"SH","priorValue":460090,"priorShares":4440},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":689605,"shares":9493,"shareType":"SH","priorValue":626386,"priorShares":9492},{"issuer":"ARHAUS INC","titleOfClass":"COM CL A","cusip":"04035M102","value":672433,"shares":79814,"shareType":"SH"},{"issuer":"ALIBABA GROUP HLDG LTD","titleOfClass":"SPONSORED ADS","cusip":"01609W102","value":669706,"shares":6945,"shareType":"SH","priorValue":858272,"priorShares":6841},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":626190,"shares":6030,"shareType":"SH","priorValue":585645,"priorShares":6030},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":619099,"shares":8977,"shareType":"SH","priorValue":573442,"priorShares":9276},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":609925,"shares":12137,"shareType":"SH","priorValue":625276,"priorShares":12518},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":607720,"shares":5348,"shareType":"SH","priorValue":686771,"priorShares":5526},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":577728,"shares":15968,"shareType":"SH","priorValue":426802,"priorShares":14677},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":571522,"shares":1150,"shareType":"SH","priorValue":412712,"priorShares":1150},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":568026,"shares":8301,"shareType":"SH","priorValue":445943,"priorShares":7853},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":560204,"shares":2301,"shareType":"SH","priorValue":490210,"priorShares":2256},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":555464,"shares":6886,"shareType":"SH","priorValue":477434,"priorShares":1662},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":550341,"shares":11432,"shareType":"SH","priorValue":512043,"priorShares":10955},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":543056,"shares":9948,"shareType":"SH","priorValue":535174,"priorShares":9885},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":537112,"shares":18521,"shareType":"SH","priorValue":464878,"priorShares":18521},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":524594,"shares":4787,"shareType":"SH","priorValue":544479,"priorShares":4934},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":523095,"shares":2864,"shareType":"SH","priorValue":473534,"priorShares":2864},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":509574,"shares":2135,"shareType":"SH","priorValue":606264,"priorShares":2911},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":491785,"shares":1621,"shareType":"SH","priorValue":406327,"priorShares":1551},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US REIT ETF","cusip":"808524847","value":490363,"shares":20582,"shareType":"SH","priorValue":411500,"priorShares":19148},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":487872,"shares":13458,"shareType":"SH","priorValue":421087,"priorShares":12780},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":478794,"shares":15066,"shareType":"SH","priorValue":293039,"priorShares":9551},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":463939,"shares":3411,"shareType":"SH","priorValue":536141,"priorShares":3453},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US AGGREGATE B","cusip":"808524839","value":462897,"shares":19991,"shareType":"SH","priorValue":463006,"priorShares":19940},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INT-TRM U.S TRES","cusip":"808524854","value":461671,"shares":18706,"shareType":"SH","priorValue":490881,"priorShares":19706},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE SMCAP ETF","cusip":"922042718","value":438292,"shares":2836,"shareType":"SH","priorValue":252560,"priorShares":1732},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":434470,"shares":2846,"shareType":"SH","priorValue":415133,"priorShares":2845},{"issuer":"WISDOMTREE TR","titleOfClass":"INTL SMCAP DIV","cusip":"97717W760","value":432436,"shares":5159,"shareType":"SH","priorValue":418746,"priorShares":5138},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":425007,"shares":1345,"shareType":"SH","priorValue":386015,"priorShares":1345},{"issuer":"MARTIN MARIETTA MATLS INC","titleOfClass":"COM","cusip":"573284106","value":405909,"shares":700,"shareType":"SH","priorValue":412076,"priorShares":700},{"issuer":"FIRST BANCORP N C","titleOfClass":"COM","cusip":"318910106","value":398925,"shares":6215,"shareType":"SH","priorValue":350215,"priorShares":6215},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":391791,"shares":9182,"shareType":"SH","priorValue":504818,"priorShares":10056},{"issuer":"SHELL PLC","titleOfClass":"SPON ADS","cusip":"780259305","value":371746,"shares":4789,"shareType":"SH","priorValue":493365,"priorShares":5305},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":371285,"shares":4052,"shareType":"SH","priorValue":336829,"priorShares":3952},{"issuer":"RPM INTL INC","titleOfClass":"COM","cusip":"749685103","value":369707,"shares":3325,"shareType":"SH","priorValue":330505,"priorShares":3325},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":368534,"shares":1072,"shareType":"SH","priorValue":352552,"priorShares":1166},{"issuer":"DIAMONDBACK ENERGY INC","titleOfClass":"COM","cusip":"25278X109","value":365476,"shares":2048,"shareType":"SH","priorValue":426073,"priorShares":2154},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 VAL IDX FD","cusip":"921932703","value":363751,"shares":1656,"shareType":"SH","priorValue":310967,"priorShares":1526},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"SHT TM US TRES","cusip":"808524862","value":362955,"shares":15029,"shareType":"SH","priorValue":347557,"priorShares":14320},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":362953,"shares":2206,"shareType":"SH","priorValue":346247,"priorShares":2431},{"issuer":"KKR & CO INC","titleOfClass":"COM","cusip":"48251W104","value":361042,"shares":3928,"shareType":"SH","priorValue":373978,"priorShares":4043},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":358950,"shares":10276,"shareType":"SH","priorValue":313427,"priorShares":10276},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":355267,"shares":2593,"shareType":"SH","priorValue":307141,"priorShares":2593},{"issuer":"TERAWULF INC","titleOfClass":"COM","cusip":"88080T104","value":346812,"shares":14000,"shareType":"SH","priorValue":360750,"priorShares":25000},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":330651,"shares":3105,"shareType":"SH"},{"issuer":"INVESCO QUALITY MUN INCOME T","titleOfClass":"COM","cusip":"46133G107","value":328575,"shares":32500,"shareType":"SH","priorValue":312650,"priorShares":32500},{"issuer":"MATERION CORP","titleOfClass":"COM","cusip":"576690101","value":326689,"shares":1100,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":315135,"shares":3462,"shareType":"SH","priorValue":310095,"priorShares":3020},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":314003,"shares":6520,"shareType":"SH","priorValue":235347,"priorShares":6404},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":310021,"shares":3207,"shareType":"SH","priorValue":290330,"priorShares":3207},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":304126,"shares":14661,"shareType":"SH","priorValue":435126,"priorShares":15010},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"SMLLCP 600 IDX","cusip":"921932828","value":302142,"shares":2195,"shareType":"SH"},{"issuer":"EXPAND ENERGY CORPORATION","titleOfClass":"COM","cusip":"165167735","value":296201,"shares":3247,"shareType":"SH","priorValue":356143,"priorShares":3244},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":295438,"shares":3562,"shareType":"SH","priorValue":248459,"priorShares":3562},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":294285,"shares":2971,"shareType":"SH","priorValue":326659,"priorShares":3291},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":293438,"shares":822,"shareType":"SH","priorValue":346222,"priorShares":1204},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":285594,"shares":5892,"shareType":"SH","priorValue":291007,"priorShares":6056},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":281616,"shares":2400,"shareType":"SH","priorValue":275976,"priorShares":2400},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":278428,"shares":890,"shareType":"SH","priorValue":317078,"priorShares":890},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":276892,"shares":1717,"shareType":"SH","priorValue":266788,"priorShares":1837},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":274547,"shares":915,"shareType":"SH","priorValue":249224,"priorShares":915},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":272100,"shares":2824,"shareType":"SH","priorValue":272537,"priorShares":2824},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":271686,"shares":770,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":271352,"shares":1242,"shareType":"SH","priorValue":243619,"priorShares":1242},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":270633,"shares":10195,"shareType":"SH","priorValue":273956,"priorShares":10295},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":267023,"shares":1571,"shareType":"SH","priorValue":286205,"priorShares":1571},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":265318,"shares":1808,"shareType":"SH","priorValue":281092,"priorShares":1946},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":260450,"shares":1000,"shareType":"SH","priorValue":247080,"priorShares":1000},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":253393,"shares":1000,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":247813,"shares":1006,"shareType":"SH"},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":242843,"shares":3870,"shareType":"SH","priorValue":265274,"priorShares":4513},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST MARKE CAP ETF","cusip":"78463X756","value":235934,"shares":3174,"shareType":"SH","priorValue":209846,"priorShares":3174},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":234732,"shares":6933,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS INTL SML","cusip":"025072190","value":234222,"shares":3109,"shareType":"SH","priorValue":207239,"priorShares":2884},{"issuer":"BARRICK MNG CORP","titleOfClass":"COM SHS","cusip":"06849F108","value":231242,"shares":6300,"shareType":"SH","priorValue":256977,"priorShares":6300},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":228704,"shares":9476,"shareType":"SH","priorValue":293258,"priorShares":10444},{"issuer":"HALLIBURTON CO","titleOfClass":"COM","cusip":"406216101","value":228253,"shares":6701,"shareType":"SH","priorValue":292442,"priorShares":7500},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":227119,"shares":11860,"shareType":"SH","priorValue":228898,"priorShares":11860},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST S&P INTL ETF","cusip":"78463X772","value":223825,"shares":4866,"shareType":"SH","priorValue":221912,"priorShares":4866},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL HIGH ETF","cusip":"921946794","value":222168,"shares":2262,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":221714,"shares":1399,"shareType":"SH","priorValue":207192,"priorShares":1399},{"issuer":"VANECK ETF TRUST","titleOfClass":"INTRMDT MUNI ETF","cusip":"92189H201","value":216693,"shares":4610,"shareType":"SH","priorValue":214042,"priorShares":4610},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":213976,"shares":1526,"shareType":"SH"},{"issuer":"TORONTO DOMINION BK ONT","titleOfClass":"COM NEW","cusip":"891160509","value":213713,"shares":1762,"shareType":"SH"},{"issuer":"PERMIAN RESOURCES CORP","titleOfClass":"CLASS A COM","cusip":"71424F105","value":212753,"shares":11500,"shareType":"SH","priorValue":245180,"priorShares":11500},{"issuer":"WARRIOR MET COAL INC","titleOfClass":"COM","cusip":"93627C101","value":210655,"shares":2593,"shareType":"SH","priorValue":236025,"priorShares":2534},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":209489,"shares":2798,"shareType":"SH","priorValue":203478,"priorShares":2796},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST NUVE TERM ETF","cusip":"78468R739","value":204251,"shares":4257,"shareType":"SH","priorValue":203612,"priorShares":4257},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":203349,"shares":104,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"3 7 YR TREAS BD","cusip":"464288661","value":201287,"shares":1713,"shareType":"SH","priorValue":203162,"priorShares":1713},{"issuer":"ANGEL STUDIOS INC.","titleOfClass":"CL A COM","cusip":"034948109","value":111186,"shares":30216,"shareType":"SH","priorValue":76909,"priorShares":25216},{"issuer":"TRANSOCEAN LTD","titleOfClass":"REGISTERED SHS","cusip":"H8817H100","value":54230,"shares":11000,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}