account_balance
Investment manager · 13F filer · SEC CIK 2023166
Hopwood Financial Services, Inc.
Reported value$174Mas of Sep 30, 2026
Positions90 3 new, 5 sold out
Top 10 weight61.5%CGXU alone is 13%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGXUCapital Group Intl Focus Eqt
12.9%Added +5%
SPYSPDR S&P 500 ETF Trust
9.9%
IJHiShares Tr
8.8%
BSVVanguard Bd Index FDS
6.5%Added +3%
ACWXiShares Tr
6.0%
IJRiShares Tr
4.5%
MDYSPDR S&P Midcap 400 ETF Trust
3.8%
XOMExxonMobil Holdings Corp
3.2%Trimmed −4%
TCHPT Rowe Price Exchange-Traded
3.1%
TSPAT Rowe Price Exchange-Traded
2.9%+5%
CGGRCapital Group Growth ETF
2.6%
IVViShares Tr
2.5%−2%
CGXUCapital Group Intl Focus Eqt
12.9%Added +5%
SPYSPDR S&P 500 ETF Trust
9.9%
IJHiShares Tr
8.8%
BSVVanguard Bd Index FDS
6.5%+3%
ACWXiShares Tr
6.0%
IJRiShares Tr
4.5%
MDYSPDR S&P Midcap 400 ETF Trust
3.8%
XOMExxonMobil Holdings Corp
3.2%
TCHP
TSPA
CGGR
IVV2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGXU Capital Group Intl Focus Eqt 12.9% Added +5%
SPY SPDR S&P 500 ETF Trust 9.9% HeldIJH iShares Tr 8.8% Held
BSV Vanguard Bd Index FDS 6.5% Added +3%
ACWX iShares Tr 6.0% Held
IJR iShares Tr 4.5% Held
MDY SPDR S&P Midcap 400 ETF Trust 3.8% HeldXOM ExxonMobil Holdings Corp 3.2% Trimmed −4%TCHP T Rowe Price Exchange-Traded 3.1% Held
TSPA T Rowe Price Exchange-Traded 2.9% Added +5%
CGGR Capital Group Growth ETF 2.6% Held
IVV iShares Tr 2.5% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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