Hopwood Financial Services, Inc. Portfolio Holdings

Hopwood Financial Services, Inc.

  • $150 Billion
  • Q3 2025

Hopwood Financial Services, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 310 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 $16.1B, Spdr S&P 500 ETF Trust with a value of $15.4B, Ishares Core S&P Mid Cap ETF with a value of $12.9B, Vanguard Bd Index Fd Inc Short with a value of $8.52B, and Ishares Core S&P Sm Cap ETF with a value of $6.69B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $128B to 150B.

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 $150 Billion
ETFs: $107 Billion
Technology: $7.66 Billion
Energy: $5.76 Billion
Financial Services: $4.77 Billion
Industrials: $4.31 Billion
Healthcare: $3.49 Billion
Consumer Defensive: $3.47 Billion
Consumer Cyclical: $3 Billion
Other: $3.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 10.76% of portfolio
543,704
Q3 2025 Added 2.85%
$0
$15.4 Billion 10.28% of portfolio
23,079
Q3 2025 Reduced 0.4%
$0
$12.9 Billion 8.63% of portfolio
197,855
Q3 2025 Added 1.57%
$0
$8.52 Billion 5.69% of portfolio
107,957
Q3 2025 New
$0
$6.69 Billion 4.47% of portfolio
56,336
Q3 2025 Added 1.43%
$0
$6.24 Billion 4.17% of portfolio
10,466
Q3 2025 Reduced 1.02%
$490B
$5.26 Billion 3.51% of portfolio
46,633
Q3 2025 Reduced 1.06%
$0
$4.91 Billion 3.28% of portfolio
100,392
Q3 2025 Added 1.15%
$0
$3.97 Billion 2.65% of portfolio
90,380
Q3 2025 Reduced 0.17%
$0
$3.56 Billion 2.38% of portfolio
130,462
Q3 2025 Reduced 17.63%
$0
$3.3 Billion 2.21% of portfolio
4,420
Q3 2025 Added 0.16%
$3.78T
$3.28 Billion 2.19% of portfolio
6,331
Q3 2025 Added 0.22%
$0
$3.21 Billion 2.15% of portfolio
4,801
Q3 2025 Reduced 0.21%
$0
$2.61 Billion 1.75% of portfolio
62,361
Q3 2025 New
$0
$2.29 Billion 1.53% of portfolio
17,609
Q4 2024 New
$0
$2.17 Billion 1.45% of portfolio
17,963
Q3 2025 Reduced 11.35%
$0
$1.67 Billion 1.11% of portfolio
8,063
Q3 2025 Reduced 9.84%
$0
$1.5 Billion 1.0% of portfolio
8,019
Q3 2025 Reduced 5.29%
$0
$1.5 Billion 1.0% of portfolio
4,569
Q3 2025 Reduced 16.26%
$1.65T
$1.31 Billion 0.88% of portfolio
5,393
Q3 2025 Added 5.27%
$881B
$1.27 Billion 0.85% of portfolio
4,025
Q3 2025 Reduced 0.37%
$0
$1.22 Billion 0.81% of portfolio
9,291
Q3 2025 Added 0.81%
$140B
$1.11 Billion 0.74% of portfolio
4,403
Q3 2025 Added 0.02%
$0
$1.05 Billion 0.7% of portfolio
24,883
Q3 2025 Added 378.61%
$74.9B
$1.01 Billion 0.68% of portfolio
3,874
Q2 2025 Reduced 0.9%
$258B
$976 Million 0.65% of portfolio
5,832
Q3 2025 Reduced 0.31%
$522B
$977 Million 0.65% of portfolio
5,270
Q3 2025 Added 5.55%
T Rowe Price ETF Inc
-
$899 Million 0.6% of portfolio
-
Q3 2025 Added 352.31%
$0
$901 Million 0.6% of portfolio
7,615
Q2 2025 Reduced 2.43%
$346B
$881 Million 0.59% of portfolio
5,736
Q3 2025 Reduced 0.8%
$0
$863 Million 0.58% of portfolio
22,370
Q4 2024 New
$0
$717 Million 0.48% of portfolio
1,171
Q3 2025 Reduced 13.77%
$204B
$698 Million 0.47% of portfolio
4,967
Q3 2025 Added 0.73%
$0
$699 Million 0.47% of portfolio
12,978
Q3 2025 Added 4.01%
$1.74T
$628 Million 0.42% of portfolio
2,577
Q3 2025 Reduced 8.1%
$2.39T
$616 Million 0.41% of portfolio
2,807
Q3 2025 Added 8.8%
$0
$595 Million 0.4% of portfolio
2,757
Q3 2025 Reduced 0.9%
$0
$594 Million 0.4% of portfolio
7,989
Q3 2025 Reduced 1.84%
$0
$541 Million 0.36% of portfolio
7,371
Q3 2025 Reduced 21.7%
$0
$519 Million 0.35% of portfolio
865
Q3 2025 Added 20.98%
$183B
$490 Million 0.33% of portfolio
1,736
Q3 2025 Added 1.82%
$404B
$491 Million 0.33% of portfolio
530
Q3 2025 Reduced 1.85%
$167B
$468 Million 0.31% of portfolio
4,906
Q4 2024 New
$49.1B
$446 Million 0.3% of portfolio
372
Q3 2025 Reduced 5.1%
$2.43B
$427 Million 0.29% of portfolio
12,107
Q2 2025 New
$414B
$420 Million 0.28% of portfolio
1,816
Q3 2025 Reduced 2.68%
$593B
$419 Million 0.28% of portfolio
1,490
Q3 2025 Reduced 1.97%
$0
$409 Million 0.27% of portfolio
2,650
Q3 2025 Added 22.74%
$0
$399 Million 0.27% of portfolio
1,665
Q3 2025 Added 26.14%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $150 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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