§ 13F · FUND PROFILE
Hopwood Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $150M (13F)Positions · 310Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 580K | $17M | 11.5% | +2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $15M | 10.0% | −1% |
| 3 | IJH | ISHARES TR | 205K | $14M | 9.3% | ±0% |
| 4 | BSV | VANGUARD BD INDEX FDS | 130K | $10M | 6.9% | +13% |
| 5 | ACWX | ISHARES TR | 123K | $8M | 5.7% | NEW |
| 6 | IJR | ISHARES TR | 58K | $7M | 4.8% | +1% |
| 7 | XOM | EXXON MOBIL CORP | 38K | $7M | 4.4% | −15% |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | 10K | $6M | 4.2% | −3% |
| 9 | TCHP | T ROWE PRICE ETF INC | 102K | $4M | 3.0% | ±0% |
| 10 | TSPA | T ROWE PRICE ETF INC | 92K | $4M | 2.5% | +35% |
§ 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 $150 million in assets. The fund runs a broad portfolio of 310 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed