Long-term investor
Hopwood Financial Services, Inc. @hopwoodfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023166).
Record
- Tracked since 2025-12-31 (261 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.1%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGXU · 12.5% · long · since 2025-12-31
- SPY · 9.9% · long · since 2025-12-31
- IJH · 9.3% · long · since 2025-12-31
- BSV · 6.5% · long · since 2025-12-31
- ACWX · 6.1% · long · since 2026-03-31
- IJR · 5.0% · long · since 2025-12-31
- MDY · 4.1% · long · since 2025-12-31
- TCHP · 3.0% · long · since 2025-12-31
- XOM · 2.8% · long · since 2025-12-31
- TSPA · 2.7% · long · since 2025-12-31
- CGGR · 2.6% · long · since 2025-12-31
- IVV · 2.5% · long · since 2025-12-31