Hopwood Financial Services, Inc.

All 13F Filings

Location
Reston, VA
Most recent 13F
Q2 2026
Holdings value ($000)
172,672
Description
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Website
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Founded
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Chairman
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CEO
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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
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 58.33 K 33.8% 11.84 K 0 11.84 K
ETFs 103.1 K 59.7% 11.41 K 0 11.41 K
Debt 11.25 K 6.5% 1.025 K 0 1.025 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
172,672
Holdings
92
QoQ value change ($000)
24,261 (16.3%)
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.