Hopwood Financial Services, Inc. - Portfolio overview

Hopwood Financial Services, Inc. has 311 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. CGXU - CAPITAL GROUP INTL FOCUS EQT, 10.50%
2. SPY - STATE STR SPDR S&P 500 ETF T, 9.13%
3. IJH - ISHARES TR, 8.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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