Hopwood Financial Services, Inc.: 13F holdings
CIK 20231662026Q2
| Positions | 92 |
|---|
| Reported value | $172.7m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 92 (+9 vs prior quarter) |
|---|
| Reported value | $172.7m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGXU CAPITAL GROUP INTL FOCUS EQT | 622,577 | $21.6m | 12.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 22,788 | $17.0m | 9.9% |
| IJH ISHARES TR | 208,348 | $16.1m | 9.3% |
| BSV VANGUARD BD INDEX FDS | 144,402 | $11.3m | 6.5% |
| ACWX ISHARES TR | 138,864 | $10.6m | 6.1% |
| IJR ISHARES TR | 57,977 | $8.6m | 5.0% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 10,032 | $7.1m | 4.1% |
| TCHP T ROWE PRICE EXCHANGE-TRADED | 104,749 | $5.2m | 3.0% |
| EXXON MOBIL CORP | 35,794 | $4.9m | 2.8% |
| TSPA T ROWE PRICE EXCHANGE-TRADED | 97,818 | $4.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023166")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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