account_balance
Investment manager · 13F filer · SEC CIK 2091827
Hopwood Nicholas Hunter
Reported value$376Mas of Sep 30, 2026
Positions136 11 new, 6 sold out
Top 10 weight42.1%VUG alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
6.3%
VEAVanguard Tax-Managed FDS
5.7%
BBUSJ P Morgan Exchange Traded F
5.0%Added +5%
SPYMSPDR Series Trust
4.9%Added +2%
VTVVanguard Index FDS
4.4%Trimmed −3%
BONDPimco ETF Tr
4.3%Added +17%
PYLDPimco ETF Tr
3.8%Added +22%
CGBLCapital Group Core Balanced
2.8%
AOAiShares Tr
2.7%
AORiShares Tr
2.1%+7%
VWOVanguard Intl Equity Index F
2.1%
VTIVanguard Index FDS
2.0%
VUGVanguard Index FDS
6.3%
VEAVanguard Tax-Managed FDS
5.7%
BBUSJ P Morgan Exchange Traded F
5.0%Added +5%
SPYMSPDR Series Trust
4.9%Added +2%
VTVVanguard Index FDS
4.4%Trimmed −3%
BONDPimco ETF Tr
4.3%
PYLDPimco ETF Tr
3.8%
CGBLCapital Group Core Balanced
2.8%
AOAiShares Tr
2.7%
AOR2.1%
VWO2.1%
VTI2.0%
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
VUG Vanguard Index FDS 6.3% Held
VEA Vanguard Tax-Managed FDS 5.7% Held
BBUS J P Morgan Exchange Traded F 5.0% Added +5%
SPYM SPDR Series Trust 4.9% Added +2%
VTV Vanguard Index FDS 4.4% Trimmed −3%
BOND Pimco ETF Tr 4.3% Added +17%
PYLD Pimco ETF Tr 3.8% Added +22%
CGBL Capital Group Core Balanced 2.8% Held
AOA iShares Tr 2.7% Held
AOR iShares Tr 2.1% Added +7%
VWO Vanguard Intl Equity Index F 2.1% Held
VTI Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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