Hopwood Financial Services, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 174,348
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 90 | 174,348 | 13F-HR | Hopwood Financial Services, Inc. |
| Q2 2026 | 7/22/2026 | 92 | 172,672 | 13F-HR | Hopwood Financial Services, Inc. |
| Q1 2026 | 5/7/2026 | 83 | 148,411 | 13F-HR | Hopwood Financial Services, Inc. |
| Q4 2025 | 1/16/2026 | 90 | 142,034 | 13F-HR | Hopwood Financial Services, Inc. |
| Q3 2025 | 11/6/2025 | 310 | 149,617 | 13F-HR | Hopwood Financial Services, Inc. |
| Q2 2025 | 8/11/2025 | 297 | 127,897 | 13F-HR | Hopwood Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.06 K | 34.4% | 1.733 K | 0 | 1.733 K |
| ETFs | 102.9 K | 59.0% | 0 | 197 | -197 |
| Debt | 11.39 K | 6.5% | 140 | 0 | 140 |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
174,348
Holdings
90
QoQ value change ($000)
1,676
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.