StockDriftsStockDriftsTop 50 Hopwood Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 12.48% | 622.6K | $21.6M | +7.37%(+42.72K) | $26.42(+32.38%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.86% | 22.8K | $17.0M | -0.39%(-90) | $580.07(+33.35%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.3% | 208.3K | $16.1M | +1.76%(+3.61K) | $62.51(+24.65%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 6.52% | 144.4K | $11.3M | +10.74%(+14.00K) | $78.21(-0.90%) | 2026-06-30 | |
| ACWX | ISHARES TR | 6.12% | 138.9K | $10.6M | +12.49%(+15.42K) | $67.98(+13.99%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.98% | 58.0K | $8.6M | +0.42%(+240) | $115.84(+28.42%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 4.09% | 10.0K | $7.1M | -1.05%(-106) | $569.48(+24.67%) | 2026-06-30 | |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | 3.04% | 104.7K | $5.2M | +2.95%(+3.00K) | $41.25(+24.74%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.83% | 35.8K | $4.9M | -7.03%(-2.71K) | $112.40(+42.13%) | 2026-06-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 2.69% | 97.8K | $4.6M | +5.92%(+5.47K) | $38.89(+25.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.33% |
Hopwood Financial Services, Inc. reports $172.67M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are CGXU (12.5%), SPY (9.9%) and IJH (9.3%). The top 20 holdings account for 78.24% of reported assets. Its disclosed equity book has returned +25.30% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hopwood Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023166). View Hopwood Financial Services, Inc.’s 13F filings on SEC