Hopwood Financial Services, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Intl Focus Equit with a value of $14.3B, Spdr S&P 500 ETF Trust with a value of $14.3B, Ishares Core S&P Mid Cap ETF with a value of $12.1B, Ishares Core S&P Sm Cap ETF with a value of $6.07B, and Spdr S&P Midcap 400 ETF Trust with a value of $5.99B.

Examining the 13F form we can see an decrease of $1.61B in the current position value, from $130B to 128B.

Hopwood Financial Services, Inc. is based out at Reston, VA

Below you can find more details about Hopwood Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $88.7 Billion
Technology: $6.9 Billion
Energy: $5.55 Billion
Financial Services: $4.52 Billion
Industrials: $4.1 Billion
Consumer Defensive: $3.6 Billion
Healthcare: $3.11 Billion
Consumer Cyclical: $2.86 Billion
Other: $3.22 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $128 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Hopwood Financial Services, Inc. Portfolio

Follow Hopwood Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hopwood Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hopwood Financial Services, Inc. with notifications on news.