§ 13F · FUND PROFILE
Hopwood Financial Services, Inc..
AUM · $173M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 623K | $22M | 12.5% | +7% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $17M | 9.9% | ±0% |
| 3 | IJH | ISHARES TR | 208K | $16M | 9.3% | +2% |
| 4 | BSV | VANGUARD BD INDEX FDS | 144K | $11M | 6.5% | +11% |
| 5 | ACWX | ISHARES TR | 139K | $11M | 6.1% | +12% |
| 6 | IJR | ISHARES TR | 58K | $9M | 5.0% | ±0% |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | 10K | $7M | 4.1% | −1% |
| 8 | TCHP | T ROWE PRICE EXCHANGE-TRADED | 105K | $5M | 3.0% | +3% |
| 9 | XOM | EXXON MOBIL CORP | 36K | $5M | 2.8% | −7% |
| 10 | TSPA | T ROWE PRICE EXCHANGE-TRADED | 98K | $5M | 2.7% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOPWOOD SIGNAL
AC read
Hopwood Financial Services, Inc. is a Other fund managing $173 million in assets. The fund runs a portfolio of 92 positions.
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