DOSSIER · 13F-HR · Q1 2026
Hopwood Financial Services, Inc.
Hopwood Financial Services's holding co. based in Greenwich, CT — $148M in tracked AUM across 83 positions as of Q1 2026.
HF
Hopwood Financial Services·Greenwich, CT·Holding Co.
CIK 0002023166 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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 — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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