Hopwood Financial Services, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002023166 · RESTON, VA

As of Sep 30, 2025, Hopwood Financial Services, Inc. reported 310 positions worth 48.5M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	CGXU	—	543,704	6.1M	10.85%
SPDR S&P 500 ETF TRUST	SPY	—	23,079	5.4M	10.36%
ISHARES CORE S&P MID-CAP ETF	IJH	—	197,855	2.9M	8.70%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	107,957	$8.5M	5.74%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	56,336	$6.7M	4.51%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	10,466	$6.2M	4.20%
EXXON MOBIL CORP	XOM	Energy	46,633	$5.3M	3.54%
T ROWE PRICE ETF INC	TCHP	—	100,392	$4.9M	3.31%
CAPITAL GROUP GROWTH ETF	CGGR	—	90,380	$4.0M	2.67%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	130,462	$3.6M	2.40%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND	VGT	—	4,420	$3.3M	2.22%
MICROSOFT CORP	MSFT	Technology	6,331	$3.3M	2.21%
ISHARES CORE S&P 500 ETF	IVV	—	4,801	$3.2M	2.16%
T ROWE PRICE US EQUITY RESEARCH ETF	TSPA	—	62,361	$2.6M	1.76%
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF	GSLC	—	17,609	$2.3M	1.55%
ISHARES S&P 500 GROWTH ETF	IVW	—	17,963	$2.2M	1.46%
APPLE INC	AAPL	Technology	7,531	.9M	1.29%
ISHARES S&P 500 VALUE ETF	IVE	—	8,063	.7M	1.12%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	4,569	.5M	1.01%
VANGUARD VALUE INDEX FUND	VTV	—	8,019	.5M	1.01%
ALPHABET INC	GOOGL	Equity	5,393	.3M	0.88%
JPMORGAN CHASE & CO	JPM	Financial Services	4,025	.3M	0.86%
VANGUARD FINANCIALS INDEX FUND	VFH	—	9,291	.2M	0.82%
LOWES COMPANIES INC	LOW	Consumer Cyclical	4,403	.1M	0.75%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	24,883	.0M	0.70%