DOSSIER · 13F-HR · Q2 2026

Hopwood Nicholas Hunter

$365M in tracked AUM across 131 positions as of Q2 2026.

HN
CIK 0002091827 · last filed Jun 30, 2026
Total AUM
$365M
as of Q2 2026
Holdings
131
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Hopwood Nicholas Hunter filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$23M262K6.2%
02
VEA
VANGUARD TAX-MANAGED FDS
$22M309K6.0%
03
SPYM
SPDR SERIES TRUST
$18M200K4.8%
04
BBUS
J P MORGAN EXCHANGE TRADED F
$18M130K4.8%
05
VTV
VANGUARD INDEX FDS
$17M79K4.7%
06
BOND
PIMCO ETF TR
$15M160K4.1%
07
PYLD
PIMCO ETF TR
$12M461K3.4%
08
CGBL
CAPITAL GROUP CORE BALANCED
$11M289K3.0%
09
AOA
ISHARES TR
$10M103K2.8%
10
VWO
VANGUARD INTL EQUITY INDEX F
$8M129K2.1%

Filing history

2026Q2Jun 30
$365M 15.9%
131 positionsView →
2026Q1Mar 31
$315M 2.4%
121 positionsView →
2025Q4Dec 31
$307M
122 positionsView →