Hopwood Financial Services, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,411
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 46.49 K | 31.3% | 0 | 48.31 K | -48.31 K |
| ETFs | 91.69 K | 61.8% | 53.54 K | 0 | 53.54 K |
| Debt | 10.23 K | 6.9% | 1.138 K | 0 | 1.138 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
148,411
Holdings
83
QoQ value change ($000)
6,377
(4.5%)
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.