§ 13F · FUND PROFILE
Hopwood Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127.9T (13F)Positions · 297Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 568K | $16.8T | 11.8% | +4% |
| 2 | SPY | SPDR S&P 500 ETF TR | 23K | $15.8T | 11.1% | ±0% |
| 3 | IJH | ISHARES TR | 204K | $13.4T | 9.5% | +3% |
| 4 | BSV | VANGUARD BD INDEX FDS | 115K | $9.1T | 6.4% | +7% |
| 5 | IJR | ISHARES TR | 57K | $6.9T | 4.8% | +2% |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | 10K | $6.3T | 4.4% | −1% |
| 7 | XOM | EXXON MOBIL CORP | 45K | $5.5T | 3.9% | −3% |
| 8 | TCHP | T ROWE PRICE ETF INC | 102K | $5.1T | 3.6% | +2% |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | 93K | $4.2T | 2.9% | +3% |
| 10 | IVV | ISHARES TR | 5K | $3.3T | 2.3% | ±0% |
§ 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 $127897.1 trillion in assets. The fund runs a broad portfolio of 297 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed