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Hopwood Financial Services, Inc. - Portfolio Stock Holdings

Hopwood Financial Services, Inc. disclosed 95 stock positions in a recent SEC 13F filing. $174,348,025 of stock holdings were filed, with the largest holdings including CGXU, SPY, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $750,255,685 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

95

Est. Stock Holding Value:

$174,348,025

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hopwood Financial Services, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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