Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hopwood Financial Services, Inc. (CIK 2023166) reported $148.4M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGXU ($17.1M, 11.52%), SPY ($14.9M, 10.03%), IJH ($13.8M, 9.32%), BSV ($10.2M, 6.89%), ACWX ($8.5M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $17.1M | 11.52% | 579,853 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $14.9M | 10.03% | 22,878 | Trimmed |
| 3 | IJH | ISHARES TR | $13.8M | 9.32% | 204,740 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $10.2M | 6.89% | 130,399 | Added |
| 5 | ACWX | ISHARES TR | $8.5M | 5.70% | 123,444 | New |
| 6 | IJR | ISHARES TR | $7.2M | 4.84% | 57,737 | Added |
| 7 | XOM | EXXON MOBIL CORP | $6.5M | 4.40% | 38,499 | Trimmed |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.3M | 4.21% | 10,138 | Trimmed |
| 9 | TCHP | T ROWE PRICE ETF INC | $4.5M | 3.03% | 101,749 | Trimmed |
| 10 | TSPA | T ROWE PRICE ETF INC | $3.8M | 2.55% | 92,350 | Added |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $3.7M | 2.53% | 93,303 | Trimmed |
| 12 | IVV | ISHARES TR | $3.4M | 2.28% | 5,180 | Added |
| 13 | VGT | VANGUARD WORLD FD | $2.9M | 1.98% | 4,220 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $2.3M | 1.55% | 6,219 | Added |
| 15 | GSLC | GOLDMAN SACHS ETF TR | $2.2M | 1.48% | 17,609 | Hold |
| 16 | IVW | ISHARES TR | $2.0M | 1.37% | 17,913 | Trimmed |
| 17 | AAPL | APPLE INC | $1.8M | 1.23% | 7,165 | Trimmed |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.8M | 1.19% | 41,425 | Added |
| 19 | IVE | ISHARES TR | $1.7M | 1.15% | 8,063 | Hold |
| 20 | TVAL | T ROWE PRICE ETF INC | $1.6M | 1.09% | 44,792 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $1.5M | 1.03% | 7,776 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $1.5M | 1.00% | 5,168 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $1.5M | 0.98% | 4,549 | Hold |
| 24 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.82% | 4,975 | Trimmed |
| 25 | VFH | VANGUARD WORLD FD | $1.1M | 0.77% | 9,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31