DOSSIER · 13F-HR · Q2 2026
Hopwood Financial Services, Inc.
$173M in tracked AUM across 92 positions as of Q2 2026.
HF
CIK 0002023166 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Hopwood Financial Services, Inc. has reported a significant expansion in assets under management, with the total portfolio value growing by 77.9% from approximately $79.83M to $142.03M in the quarter ending December 31, 2025. This substantial increase suggests a combination of strong market performance on existing assets and likely significant net capital inflows from clients.
The portfolio demonstrates a high degree of diversification, holding **90 distinct ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.