Institutions / Hopwood Financial Services, Inc.

Hopwood Financial Services, Inc.

CIK 2023166 · Institution · as of Dec 31, 2025

Portfolio value

$142.03M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 90 →

Company	Class	Value	Shares	% of portfolio
Capital Group Intl Focus Eqt	—	$16.78M	567,837	11.8%
SPDR S&P 500 ETF Tr	—	$15.77M	23,120	11.1%
iShares Tr	—	$13.45M	203,778	9.5%
Vanguard Bd Index Fds	—	$9.09M	115,302	6.4%
iShares Tr	—	$6.89M	57,304	4.8%
SPDR S&P Midcap 400 ETF Tr	—	$6.28M	10,401	4.4%
Exxon Mobil Corp	—	$5.47M	45,457	3.9%
T Rowe Price ETF Inc	—	$5.09M	102,075	3.6%
Capital Group Growth ETF	—	$4.15M	93,332	2.9%
iShares Tr	—	$3.28M	4,788	2.3%
Vanguard World Fd	—	$3.28M	4,349	2.3%
Microsoft Corp	—	$3.00M	6,213	2.1%
T Rowe Price ETF Inc	—	$2.92M	68,237	2.1%
Goldman Sachs ETF Tr	—	$2.33M	17,609	1.6%
iShares Tr	—	$2.21M	17,938	1.6%
Apple Inc.	—	$1.98M	7,287	1.4%
Alphabet Inc.	—	$1.72M	5,483	1.2%
iShares Tr	—	$1.71M	8,063	1.2%
Capital Group Dividend Value	—	$1.58M	36,207	1.1%
Vanguard Index Fds	—	$1.54M	8,056	1.1%
Vanguard Index Fds	—	$1.53M	4,549	1.1%
T Rowe Price ETF Inc	—	$1.31M	37,112	0.9%
JPMorgan Chase & Co	—	$1.27M	3,953	0.9%
Vanguard World Fd	—	$1.27M	9,491	0.9%
Johnson & Johnson	—	$1.11M	5,360	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.