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Hopwood Financial Services, Inc.

Portfolio Manager
Hopwood Financial Services, Inc.
Performance
-0.62% (2026 Q1)
AUM (13F)
$148.41M
# of Holdings
83
Performance Rank
Allocation (Top 20)
78.34%

Hopwood Financial Services, Inc. Holdings Map

Top 50 Hopwood Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGXU
CAPITAL GROUP INTL FOCUS EQT
11.52%579.9K$17.1M
+2.12%(+12.02K)
2025-Q1: 510.6K shares2025-Q2: 528.6K shares2025-Q3: 543.7K shares2025-Q4: 567.8K shares2026-Q1: 579.9K shares
$26.05(+30.94%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
10.03%22.9K$14.9M
-1.05%(-242)
2025-Q1: 23.1K shares2025-Q2: 23.2K shares2025-Q3: 23.1K shares2025-Q4: 23.1K shares2026-Q1: 22.9K shares
$580.07(+28.39%)
2026-03-31
IJH
ISHARES TR
9.32%204.7K$13.8M
+0.47%(+962)
2025-Q1: 188.5K shares2025-Q2: 194.8K shares2025-Q3: 197.9K shares2025-Q4: 203.8K shares2026-Q1: 204.7K shares
$62.35(+22.04%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
6.89%130.4K$10.2M
+13.09%(+15.10K)
2025-Q1: 87.8K shares2025-Q2: 0 shares2025-Q3: 108.0K shares2025-Q4: 115.3K shares2026-Q1: 130.4K shares
$78.22(-0.61%)
2026-03-31
ACWX
ISHARES TR
5.7%123.4K$8.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 123.4K shares
$67.58(+11.32%)
2026-03-31
IJR
ISHARES TR
4.84%57.7K$7.2M
+0.76%(+433)
2025-Q1: 53.9K shares2025-Q2: 55.5K shares2025-Q3: 56.3K shares2025-Q4: 57.3K shares2026-Q1: 57.7K shares
$115.76(+26.54%)
2026-03-31
XOM
EXXON MOBIL CORP
4.4%38.5K$6.5M
-15.31%(-6.96K)
2025-Q1: 47.2K shares2025-Q2: 47.1K shares2025-Q3: 46.6K shares2025-Q4: 45.5K shares2026-Q1: 38.5K shares
$112.40(+21.97%)
2026-03-31
MDY
STATE STR SPDR S&P MIDCAP 40
4.21%10.1K$6.3M
-2.53%(-263)
2025-Q1: 10.6K shares2025-Q2: 10.6K shares2025-Q3: 10.5K shares2025-Q4: 10.4K shares2026-Q1: 10.1K shares
$569.48(+21.81%)
2026-03-31
TCHP
T ROWE PRICE ETF INC
3.03%101.7K$4.5M
-0.32%(-326)
2025-Q1: 95.0K shares2025-Q2: 99.2K shares2025-Q3: 100.4K shares2025-Q4: 102.1K shares2026-Q1: 101.7K shares
$41.10(+19.91%)
2026-03-31
TSPA
T ROWE PRICE ETF INC
2.55%92.3K$3.8M
+35.34%(+24.11K)
2025-Q1: 53.7K shares2025-Q2: 0 shares2025-Q3: 62.4K shares2025-Q4: 68.2K shares2026-Q1: 92.3K shares
$38.61(+21.43%)
2026-03-31

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