Hopwood Financial Services, Inc. Portfolio Holdings

Hopwood Financial Services, Inc.

  • $142 Billion
  • Q4 2025

Hopwood Financial Services, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Intl Focus Equit with a value of $16.8B, Spdr S&P 500 ETF Trust with a value of $15.8B, Ishares Core S&P Mid Cap ETF with a value of $13.4B, Vanguard Bd Index Fd Inc Short with a value of $9.09B, and Ishares Core S&P Sm Cap ETF with a value of $6.89B.

Examining the 13F form we can see an decrease of $7.58B in the current position value, from $150B to 142B.

Hopwood Financial Services, Inc. is based out at Reston, VA

Below you can find more details about Hopwood Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $105 Billion
Technology: $6.67 Billion
Energy: $5.82 Billion
Financial Services: $3.84 Billion
Healthcare: $3.02 Billion
Industrials: $2.9 Billion
Communication Services: $2.78 Billion
Consumer Defensive: $2.61 Billion
Other: $2.23 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.05 Billion 0.74% of portfolio
4,372
Q4 2025 Reduced 0.7%
$74.9B
$943 Million 0.66% of portfolio
3,827
Q4 2025 Reduced 1.21%
$183B
$574 Million 0.4% of portfolio
1,754
Q4 2025 Added 1.04%
$167B
$458 Million 0.32% of portfolio
4,582
Q4 2025 Reduced 6.6%
$75.4B
$368 Million 0.26% of portfolio
2,775
Q4 2025 Added 0.07%
$49.1B
$349 Million 0.25% of portfolio
3,720
Q4 2025 Added 900.0%
$23B
$316 Million 0.22% of portfolio
3,084
Q4 2025 Reduced 2.37%
$98.1B
$313 Million 0.22% of portfolio
2,030
Q1 2025 Reduced 4.69%
$191B
$295 Million 0.21% of portfolio
55
Q2 2025 Reduced 5.17%
$123B
$288 Million 0.2% of portfolio
596
Q4 2025 Reduced 23.59%
$65.7B
$258 Million 0.18% of portfolio
3,270
Q4 2024 New
$97.3B
$255 Million 0.18% of portfolio
3,027
Q3 2025 Added 1.68%
$187B
$239 Million 0.17% of portfolio
1,400
Q4 2024 New
$72.4B
$233 Million 0.16% of portfolio
660
Q4 2024 New
$139B
$205 Million 0.14% of portfolio
593
Q4 2025 Added 48.99%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $142 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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