Hopwood Financial Services, Inc.
Hopwood Financial Services, Inc. is an SEC-registered investment adviser headquartered in Reston, Virginia. Founded in 2003, the firm serves clients with tailored advisory services, focusing on ongoing compliance with SEC and state requirements. Hopwood Financial Services manages a diversified investment portfolio and primarily caters to individuals and institutions seeking portfolio management and financial planning services. The employee count is not publicly disclosed.
Investment Strategy
Hopwood Financial Services, Inc. provides investment advisory services centered on portfolio diversification and risk management. The firm maintains a broad allocation across U.S. and international equities, ETFs, and other tradable securities. Its approach is based on strategic asset allocation and periodic rebalancing, with a focus on achieving long-term client financial goals through a combination of passive and actively monitored investments. There is a clear emphasis on compliance, transparency, and customized financial planning tailored to each client’s needs.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGXU | CAPITAL GROUP INTL FOCUS EQT | 11.22% | $14.3M | 528,650 | $24.74 | $27.13 | +$1.8M |
S SPY | SPDR S&P 500 ETF TR | 11.19% | $14.3M | 23,172 | $586.05 | $617.85 | +$1.4M |
I IJH | ISHARES TR | 9.45% | $12.1M | 194,804 | $62.23 | $62.02 | +$1.1M |
I IJR | ISHARES TR | 4.75% | $6.1M | 55,540 | $114.79 | $109.29 | +$430.0K |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 4.68% | $6.0M | 10,574 | $569.30 | $566.48 | +$344.5K |