Hopwood Nicholas Hunter: 13F holdings

CIK 20918272026Q2

Positions131
Reported value$364.5m
Filed2026-08-14

Change since last quarter

Positions131 (+10 vs prior quarter)
Reported value$364.5m (+15.9%)

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS262,180$22.6m6.2%
VEA VANGUARD TAX-MANAGED FDS308,894$22.0m6.0%
SPYM SPDR SERIES TRUST199,881$17.6m4.8%
BBUS J P MORGAN EXCHANGE TRADED F130,148$17.5m4.8%
VTV VANGUARD INDEX FDS79,163$17.3m4.7%
BOND PIMCO ETF TR160,276$14.8m4.1%
PYLD PIMCO ETF TR461,330$12.2m3.4%
CGBL CAPITAL GROUP CORE BALANCED288,664$11.0m3.0%
CCEP ISHARES TR103,374$10.1m2.8%
VWO VANGUARD INTL EQUITY INDEX F129,401$7.7m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2091827")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples