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HOPWOOD FINANCIAL SERVICES, INC.
HOPWOOD FINANCIAL SERVICES, INC.
Latest filing: 2026-06-30
HOPWOOD FINANCIAL SERVICES, INC. runs HOPWOOD FINANCIAL SERVICES, INC. and currently holds 92 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $172.67M. Their top holdings are CGXU, SPY, IJH, BSV, ACWX. The top five represent 44.3% of reported portfolio weight. HOPWOOD FINANCIAL SERVICES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOPWOOD FINANCIAL SERVICES, INC. initiated 3 new positions. They added to 41 existing positions. They trimmed 31 positions. Their current best-performing preview position is CSCO with returns of +51.38%.
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92 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CGXU CAPITAL GROUP INTL FOCUS EQT | 12.48% | $25.82 | $35.12 | +36.02% | Added +7.37% |
 SPY STATE STR SPDR S&P 500 ETF T | 9.86% | $586.22 | $765.62 | +30.60% | Trimmed -0.39% |
 IJH ISHARES TR | 9.30% | $62.66 | $76.75 | +22.49% | Added +1.76% |
 BSV VANGUARD BD INDEX FDS | 6.52% | $78.76 | $77.58 | -1.50% | Added +10.74% |
 ACWX ISHARES TR | 6.12% | $69.32 | $77.94 | +12.44% | Added +12.49% |
 IJR ISHARES TR | 4.98% | $115.14 | $147.28 | +27.91% | Added +0.42% |
 MDY STATE STR SPDR S&P MIDCAP 40 | 4.09% | $569.30 | $699.63 | +22.89% | Trimmed -1.05% |
 TCHP T ROWE PRICE EXCHANGE-TRADED | 3.04% | $42.59 | $50.31 | +18.13% | Added +2.95% |
 XOM EXXON MOBIL CORP | 2.83% | $107.57 | $165.11 | +53.49% | Trimmed -7.03% |
 TSPA T ROWE PRICE EXCHANGE-TRADED | 2.69% | $42.03 | $48.23 | +14.75% | Added +5.92% |
Showing 1-10 of 92