Hopwood Financial Services, Inc.
Follow13F filer, CIK 2023166, RESTON, VA
Hopwood Financial Services, Inc. reported $142,033,874 across 90 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16. Its ten largest share positions make up 60.71% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-26-000009
- Period
- 2025-12-31
- Reported value
- $142M
- Holdings
- 90
- Top 10 weight
- 60.71%
- New
- 0
- Sold out
- 220
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CGXUadded | +24,133 | $713K |
| BSVadded | +7,345 | $579K |
| CGDVadded | +11,324 | $494K |
| IJHadded | +5,923 | $391K |
| TVALadded | +10,756 | $379K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHDexited | -130,462 | -$3.56M |
| HDexited | -702 | -$284K |
| SDYexited | -1,400 | -$196K |
| NSCexited | -621 | -$187K |
| ADPexited | -620 | -$182K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 90 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SCHDSCHWAB STRATEGIC TR | 130,462 | $3.56M | shares |
| HDHOME DEPOT INC | 702 | $284K | shares |
| SDYSPDR SERIES TRUST | 1,400 | $196K | shares |
| NSCNORFOLK SOUTHN CORP | 621 | $187K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 620 | $182K | shares |
| MCDMCDONALDS CORP | 589 | $179K | shares |
| MMM3M CO | 1,088 | $169K | shares |
| FDXFEDEX CORP | 666 | $157K | shares |
| HSYHERSHEY CO | 800 | $150K | shares |
| USBUS BANCORP | 2,966 | $143K | shares |
| METAMETA PLATFORMS INC | 187 | $137K | shares |
| TAT&T INC | 4,772 | $135K | shares |
| XLVSELECT SECTOR SPDR TR | 957 | $133K | shares |
| KOCOCA COLA CO | 2,002 | $133K | shares |
| VZVERIZON COMMUNICATIONS INC | 3,011 | $132K | shares |
| PMPHILIP MORRIS INTL INC | 786 | $127K | shares |
| GSGOLDMAN SACHS GROUP INC | 159 | $127K | shares |
| DISDISNEY WALT CO | 1,095 | $125K | shares |
| UBSIUNITED BANKSHARES INC WEST V | 3,125 | $116K | shares |
| GDGENERAL DYNAMICS CORP | 340 | $116K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 239 | $116K | shares |
| IWNISHARES TR | 655 | $116K | shares |
| ACNACCENTURE PLC IRELAND | 450 | $111K | shares |
| AMPAMERIPRISE FINL INC | 215 | $106K | shares |
| FISVFISERV INC | 800 | $103K | shares |
| TJXTJX COS INC NEW | 698 | $101K | shares |
| IWDISHARES TR | 489 | $99.6K | shares |
| TTTRANE TECHNOLOGIES PLC | 234 | $98.7K | shares |
| MDLZMONDELEZ INTL INC | 1,558 | $97.3K | shares |
| EFAISHARES TR | 1,035 | $96.6K | shares |
| XBISPDR SERIES TRUST | 950 | $95.2K | shares |
| ADBEADOBE INC | 265 | $93.5K | shares |
| CARRCARRIER GLOBAL CORPORATION | 1,540 | $91.9K | shares |
| IWRISHARES TR | 945 | $91.2K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 900 | $91.2K | shares |
| SOSOUTHERN CO | 950 | $90K | shares |
| KMBKIMBERLY-CLARK CORP | 721 | $89.7K | shares |
| MDTMEDTRONIC PLC | 850 | $81K | shares |
| DDOMINION ENERGY INC | 1,301 | $79.6K | shares |
| NEENEXTERA ENERGY INC | 1,030 | $77.8K | shares |
| IMCVISHARES TR | 960 | $77.1K | shares |
| MOALTRIA GROUP INC | 1,131 | $74.7K | shares |
| ETNEATON CORP PLC | 198 | $74.1K | shares |
| MRKMERCK & CO INC | 876 | $73.5K | shares |
| BACBANK OF AMER CORP | 1,400 | $72.2K | shares |
| KKRKKR & CO INC | 500 | $65K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 1,400 | $63.1K | shares |
| INTCINTEL CORP | 1,860 | $62.4K | shares |
| CSMPROSHARES TR | 800 | $61.3K | shares |
| DHRDANAHER CORP DEL | 300 | $59.5K | shares |
| OLEDUNIVERSAL DISPLAY CORP | 410 | $58.9K | shares |
| VDCVANGUARD WORLD FD | 274 | $58.5K | shares |
| VHTVANGUARD WORLD FD | 225 | $58.4K | shares |
| MXIISHARES TR | 627 | $58K | shares |
| VPUVANGUARD WORLD FD | 305 | $57.8K | shares |
| SOXXISHARES TR | 210 | $56.9K | shares |
| EXIISHARES TR | 325 | $56.1K | shares |
| ETRENTERGY CORP NEW | 600 | $55.9K | shares |
| MINTPIMCO ETF TR | 538 | $54.2K | shares |
| GENGEN DIGITAL INC | 1,895 | $53.8K | shares |
| LRCXLAM RESEARCH CORP | 400 | $53.6K | shares |
| DVYISHARES TR | 366 | $52K | shares |
| MSTRSTRATEGY INC | 160 | $51.6K | shares |
| OTISOTIS WORLDWIDE CORP | 562 | $51.4K | shares |
| SCHGSCHWAB STRATEGIC TR | 1,584 | $50.5K | shares |
| ENBENBRIDGE INC | 984 | $49.7K | shares |
| BINCBLACKROCK ETF TRUST II | 900 | $47.9K | shares |
| CVBFCVB FINL CORP | 2,493 | $47.1K | shares |
| APOAPOLLO GLOBAL MGMT INC | 352 | $46.9K | shares |
| JEPQJ P MORGAN EXCHANGE TRADED F | 800 | $46K | shares |
| SHOPSHOPIFY INC | 305 | $45.3K | shares |
| DLTRDOLLAR TREE INC | 475 | $44.8K | shares |
| RYROYAL BK CDA | 300 | $44.2K | shares |
| EPDENTERPRISE PRODS PARTNERS L | 1,400 | $43.8K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 166 | $43.1K | shares |
| CMCSACOMCAST CORP NEW | 1,348 | $42.4K | shares |
| LAZLAZARD INC | 800 | $42.2K | shares |
| BIIBBIOGEN INC | 300 | $42K | shares |
| MSMORGAN STANLEY | 264 | $42K | shares |
| HONHONEYWELL INTL INC | 195 | $41K | shares |
| DUKDUKE ENERGY CORP NEW | 325 | $40.2K | shares |
| SLVISHARES SILVER TR | 900 | $38.1K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 136 | $38K | shares |
| MLMMARTIN MARIETTA MATLS INC | 60 | $37.8K | shares |
| IYGISHARES TR | 415 | $37.2K | shares |
| LLYELI LILLY & CO | 47 | $36K | shares |
| IGVISHARES TR | 300 | $34.5K | shares |
| VBVANGUARD INDEX FDS | 135 | $34.3K | shares |
| ADIANALOG DEVICES INC | 139 | $34.2K | shares |
| BLKBLACKROCK INC | 29 | $34.1K | shares |
| OREALTY INCOME CORP | 550 | $33.4K | shares |
| BDXBECTON DICKINSON & CO | 170 | $31.8K | shares |
| IEFAISHARES TR | 358 | $31.3K | shares |
| GEGE AEROSPACE | 103 | $31K | shares |
| MCKMCKESSON CORP | 40 | $30.9K | shares |
| NOCNORTHROP GRUMMAN CORP | 50 | $30.5K | shares |
| SPGSIMON PPTY GROUP INC NEW | 160 | $30K | shares |
| CSGPCOSTAR GROUP INC | 350 | $29.5K | shares |
| SPMDSPDR SERIES TRUST | 488 | $27.9K | shares |
| NKENIKE INC | 400 | $27.9K | shares |
| TFCTRUIST FINL CORP | 600 | $27.4K | shares |
| RPMRPM INTL INC | 230 | $27.1K | shares |
| GLDSPDR GOLD TR | 75 | $26.7K | shares |
| FEXFIRST TR EXCHANGE-TRADED ALP | 225 | $26.3K | shares |
| CLHCLEAN HARBORS INC | 110 | $25.5K | shares |
| PFEPFIZER INC | 1,000 | $25.5K | shares |
| SCCOSOUTHERN COPPER CORP | 209 | $25.4K | shares |
| PAYXPAYCHEX INC | 200 | $25.4K | shares |
| AEPAMERICAN ELEC PWR CO INC | 225 | $25.3K | shares |
| CVSCVS HEALTH CORP | 333 | $25.1K | shares |
| PANWPALO ALTO NETWORKS INC | 120 | $24.4K | shares |
| PNCPNC FINL SVCS GROUP INC | 120 | $24.1K | shares |
| UPSUNITED PARCEL SVCS INC | 284 | $23.7K | shares |
| MARMARRIOTT INTL INC NEW | 90 | $23.4K | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 326 | $23.3K | shares |
| AMTAMERICAN TOWER CORP | 120 | $23.1K | shares |
| NOWSERVICENOW INC | 25 | $23K | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 301 | $22.8K | shares |
| CRMSALESFORCE INC | 95 | $22.5K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 200 | $22.4K | shares |
| LOPEGRAND CANYON ED INC | 100 | $22K | shares |
| PRUPRUDENTIAL FINL INC | 209 | $21.6K | shares |
| HCAHCA HEALTHCARE INC | 50 | $21.3K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 150 | $20.9K | shares |
| COPCONOCOPHILLIPS | 220 | $20.8K | shares |
| VISVANGUARD WORLD FD | 70 | $20.7K | shares |
| NGGNATIONAL GRID PLC | 275 | $20K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 200 | $19.7K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 227 | $18.9K | shares |
| CEGCONSTELLATION ENERGY CORP | 56 | $18.4K | shares |
| MMSMAXIMUS INC | 200 | $18.3K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 56 | $18.1K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 700 | $17.2K | shares |
| LOGILOGITECH INTL S A | 150 | $16.5K | shares |
| HHHHOWARD HUGHES HOLDINGS INC | 199 | $16.4K | shares |
| ITBISHARES TR | 150 | $16.1K | shares |
| TTANSERVICETITAN INC | 150 | $15.1K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 50 | $14.9K | shares |
| ONON SEMICONDUCTOR CORP | 300 | $14.8K | shares |
| XYLXYLEM INC | 100 | $14.8K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 30 | $14.7K | shares |
| TSLATESLA INC | 33 | $14.7K | shares |
| SHELSHELL PLC | 196 | $14K | shares |
| STLDSTEEL DYNAMICS INC | 100 | $13.9K | shares |
| SCHASCHWAB STRATEGIC TR | 496 | $13.8K | shares |
| EQLALPS ETF TR | 300 | $13.8K | shares |
| USMVISHARES TR | 145 | $13.8K | shares |
| LNTALLIANT ENERGY CORP | 200 | $13.5K | shares |
| SCHXSCHWAB STRATEGIC TR | 507 | $13.4K | shares |
| BKHBLACK HILLS CORP | 216 | $13.3K | shares |
| SYYSYSCO CORP | 150 | $12.4K | shares |
| UNMUNUM GROUP | 150 | $11.7K | shares |
| IXJISHARES TR | 130 | $11.5K | shares |
| EAELECTRONIC ARTS INC | 57 | $11.5K | shares |
| WDCWESTERN DIGITAL CORP | 95 | $11.4K | shares |
| BIVVANGUARD BD INDEX FDS | 139 | $10.9K | shares |
| CRCRANE COMPANY | 59 | $10.8K | shares |
| BABOEING CO | 50 | $10.8K | shares |
| VLTOVERALTO CORP | 100 | $10.7K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 15 | $10.5K | shares |
| PSXPHILLIPS 66 | 75 | $10.2K | shares |
| CHDCHURCH & DWIGHT CO INC | 113 | $9.9K | shares |
| TRVTRAVELERS COMPANIES INC | 35 | $9.77K | shares |
| RPGINVESCO EXCHANGE TRADED FD T | 200 | $9.54K | shares |
| DGXQUEST DIAGNOSTICS INC | 50 | $9.53K | shares |
| CBCHUBB LIMITED | 33 | $9.31K | shares |
| MTNVAIL RESORTS INC | 60 | $8.97K | shares |
| WFCWELLS FARGO & CO | 100 | $8.38K | shares |
| VOEVANGUARD INDEX FDS | 48 | $8.38K | shares |
| PHPARKER-HANNIFIN CORP | 11 | $8.34K | shares |
| EDCONSOLIDATED EDISON INC | 80 | $8.06K | shares |
| GISGENERAL MILLS INC | 157 | $7.92K | shares |
| FTVFORTIVE CORP | 150 | $7.35K | shares |
| UNPUNION PAC CORP | 30 | $7.09K | shares |
| MELIMERCADOLIBRE INC | 3 | $7.01K | shares |
| TGTTARGET CORP | 75 | $6.73K | shares |
| UPSTUPSTART HLDGS INC | 130 | $6.6K | shares |
| IEMGISHARES INC | 100 | $6.59K | shares |
| CUBICUSTOMERS BANCORP INC | 100 | $6.54K | shares |
| RIOTRIOT PLATFORMS INC | 335 | $6.38K | shares |
| ZSZSCALER INC | 20 | $5.99K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 100 | $5.88K | shares |
| CCITIGROUP INC | 56 | $5.66K | shares |
| XLRESELECT SECTOR SPDR TR | 124 | $5.22K | shares |
| NEARISHARES U S ETF TR | 100 | $5.13K | shares |
| KDKYNDRYL HLDGS INC | 168 | $5.05K | shares |
| VDEVANGUARD WORLD FD | 40 | $5.04K | shares |
| TMTOYOTA MOTOR CORP | 26 | $4.97K | shares |
| ABNBAIRBNB INC | 40 | $4.86K | shares |
| GPKGRAPHIC PACKAGING HLDG CO | 245 | $4.79K | shares |
| BGCBGC GROUP INC | 500 | $4.73K | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 2,000 | $4.34K | shares |
| IBBISHARES TR | 30 | $4.33K | shares |
| NVONOVO-NORDISK A S | 78 | $4.33K | shares |
| NMRKNEWMARK GROUP INC | 231 | $4.31K | shares |
| IAUISHARES GOLD TR | 57 | $4.15K | shares |
| BANCBANC OF CALIFORNIA INC | 233 | $3.86K | shares |
| TRITHOMSON REUTERS CORP | 23 | $3.57K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 9 | $3.52K | shares |
| CVECENOVUS ENERGY INC | 202 | $3.43K | shares |
| SCHBSCHWAB STRATEGIC TR | 132 | $3.39K | shares |
| PINSPINTEREST INC | 100 | $3.22K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 50 | $3.21K | shares |
| GMGENERAL MTRS CO | 50 | $3.05K | shares |
| TDOCTELADOC HEALTH INC | 340 | $2.63K | shares |
| NANRSPDR INDEX SHS FDS | 40 | $2.58K | shares |
| SBGISINCLAIR INC | 150 | $2.27K | shares |
| RALRALLIANT CORP | 50 | $2.19K | shares |
| ILMNILLUMINA INC | 20 | $1.9K | shares |
| SOLVSOLVENTUM CORP | 25 | $1.82K | shares |
| VOTVANGUARD INDEX FDS | 5 | $1.47K | shares |
| SCHVSCHWAB STRATEGIC TR | 43 | $1.25K | shares |
| JOBYJOBY AVIATION INC | 75 | $1.21K | shares |
| VBRVANGUARD INDEX FDS | 5 | $1.04K | shares |
| BRCCBRC INC | 535 | $835 | shares |
| DNAGINKGO BIOWORKS HOLDINGS INC | 37 | $540 | shares |
| ORMPORAMED PHARMACEUTICALS INC | 200 | $528 | shares |
| GLSIGREENWICH LIFESCIENCES INC | 50 | $498 | shares |
| KODKEASTMAN KODAK CO | 70 | $449 | shares |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 7 | $115 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001705819-26-000009 | base | 2026-01-16 | acceptance time not in the bulk data set |