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Temp27.4°C
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Feels30.8°C
Humidity78%
Wind22 km/h
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Cloud Cover48%
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Sunrise05:56 AM
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Time5:37 AM
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13F
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Cayman Journal
3 May 2026
13F HOLDINGS REPORT

Hopwood Financial Services, Inc.

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0002023166-25-000004

Total Value
$127.9M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITAL GROUP INTL FOCUS EQT14019W109528,650$14.3M11.22%
2SPDR S&P 500 ETF TRSPY23,172$14.3M11.19%
3ISHARES TR464287507194,804$12.1M9.45%
4ISHARES TR46428780455,540$6.1M4.75%
5SPDR S&P MIDCAP 400 ETF TRMDY10,574$6.0M4.68%
6EXXON MOBIL CORPXOM47,133$5.1M3.97%
7T ROWE PRICE ETF INC87283Q10799,249$4.5M3.52%
8SCHWAB STRATEGIC TR808524797158,393$4.2M3.28%
9CAPITAL GROUP GROWTH ETF14020G10190,538$3.7M2.88%
10MICROSOFT CORPMSFT6,317$3.1M2.46%
11ISHARES TR4642872004,811$3.0M2.34%
12VANGUARD WORLD FD92204A7024,413$2.9M2.29%
13ISHARES TR46428730920,263$2.2M1.74%
14GOLDMAN SACHS ETF TRNVGLF17,609$2.1M1.67%
15ISHARES TR4642874088,943$1.7M1.37%
16VANGUARD INDEX FDS9229087695,456$1.7M1.30%
17VANGUARD INDEX FDS9229087448,467$1.5M1.17%
18APPLE INCAAPL7,203$1.5M1.16%
19VANGUARD WORLD FD92204A4059,216$1.2M0.92%
20JPMORGAN CHASE & CO.VYLD4,040$1.2M0.92%
21LOWES COS INC5486611074,402$976,7270.76%
22ILLINOIS TOOL WKS INC4523081093,874$957,8470.75%
23PROCTER AND GAMBLE CO7427181095,782$921,1940.72%
24ALPHABET INCGOOG5,123$902,8270.71%
25RTX CORPORATIONRTX5,850$854,2050.67%
26SELECT SECTOR SPDR TR81369Y8527,615$826,4930.65%
27DIMENSIONAL ETF TRUST25434V70822,370$801,7410.63%
28VANGUARD INDEX FDS9229083631,358$771,1310.60%
29JOHNSON & JOHNSONJNJ4,993$762,6390.60%
30SELECT SECTOR SPDR TR81369Y60512,478$653,4730.51%
31PEPSICO INCPEP4,931$651,0970.51%
32VANGUARD STAR FDS9219097689,414$650,3940.51%
33VANGUARD BD INDEX FDS9219378358,139$599,2750.47%
34VANGUARD SPECIALIZED FUNDS9219088442,782$569,3640.45%
35AMAZON COM INCAMZN2,580$566,0270.44%
36COSTCO WHSL CORP NEW22160K105540$534,5680.42%
37NETFLIX INCNFLX392$524,9390.41%
38ALPHABET INCGOOG2,804$497,4080.39%
39AMGEN INCAMGN1,705$476,1910.37%
40SCHWAB CHARLES CORPSCHW-PJ4,906$447,6240.35%
41ABBOTT LABSABLZF2,966$403,4200.32%
42INVESCO QQQ TRIVZ715$394,3010.31%
43LOCKHEED MARTIN CORPLMT850$393,8110.31%
44ATLANTIC UN BANKSHARES CORP04911A10712,107$378,7070.30%
45INTERNATIONAL BUSINESS MACHSINTR1,277$376,4350.29%
46EMERSON ELEC COEMR2,770$369,3870.29%
47WALMART INCWMT3,605$352,4970.28%
48ABBVIE INCABBV1,866$346,3670.27%
49ISHARES TR46434V8786,640$336,7150.26%
50CHEVRON CORP NEWCVX2,333$334,1150.26%
51ORACLE CORPORCL-PD1,520$332,3180.26%
52ISHARES TR4642877211,860$322,2830.25%
53SELECT SECTOR SPDR TR81369Y1003,657$321,1400.25%
54BOOKING HOLDINGS INCBKNG55$318,7650.25%
55SELECT SECTOR SPDR TR81369Y7042,159$318,5040.25%
56PRICE T ROWE GROUP INCTROW3,259$314,4530.25%
57AMERICAN EXPRESS COAXP972$310,0490.24%
58BLACKSTONE INCBX2,030$303,6620.24%
59T ROWE PRICE ETF INC87283Q8678,520$300,5860.24%
60SPDR SERIES TRUST78468R8537,037$299,7770.23%
61COLGATE PALMOLIVE COCL3,270$297,2430.23%
62NOVARTIS AGNVSEF2,425$293,4500.23%
63SELECT SECTOR SPDR TR81369Y4071,320$286,9110.22%
64HOME DEPOT INCHD746$273,5140.21%
65STARBUCKS CORPSBUX2,977$272,7520.21%
66VANGUARD INDEX FDS922908637955$272,4540.21%
67SELECT SECTOR SPDR TR81369Y3083,302$267,3630.21%
68VANGUARD INDEX FDS9229085532,895$257,8290.20%
69CISCO SYS INCCSCO3,687$255,8250.20%
70VANGUARD WHITEHALL FDS9219464061,914$255,1560.20%
71VANGUARD BD INDEX FDS92203C3035,000$249,3250.19%
72VANGUARD WORLD FD92204A108651$235,8710.18%
73AON PLCAON660$235,4620.18%
74SELECT SECTOR SPDR TR81369Y8862,863$233,8080.18%
75ISHARES TR4642876632,410$228,0260.18%
76SPDR SERIES TRUST78464A7974,000$223,0400.17%
77QUALCOMM INCQCOM1,400$222,9640.17%
78MASTERCARD INCORPORATEDMA392$220,0320.17%
79SPDR SERIES TRUST78464A5084,021$210,4650.16%
80NVIDIA CORPORATIONNVDA1,302$205,6840.16%
81CAPITAL GROUP DIVIDEND VALUE14020W1065,199$205,3090.16%
82UNITEDHEALTH GROUP INCUNH653$203,8660.16%
83T ROWE PRICE ETF INC87283Q8595,827$191,3010.15%
84AUTOMATIC DATA PROCESSING INADP620$191,2080.15%
85SPDR SERIES TRUST78464A7631,400$190,0220.15%
86VISA INCV535$189,8710.15%
87ISHARES TR464287614442$187,6650.15%
88FEDEX CORPFDX791$179,8030.14%
89MCDONALDS CORPMCD599$174,8700.14%
903M COMMM1,088$165,6130.13%
91CATERPILLAR INCCAT424$164,5200.13%
92NORFOLK SOUTHN CORP655844108621$159,0470.12%
93COCA COLA COKO2,202$155,7700.12%
94PHILIP MORRIS INTL INC718172109786$143,1130.11%
95AT&T INCT-PC4,772$138,1020.11%
96FISERV INCFISV800$137,9280.11%
97ISHARES TR464287630855$134,9400.11%
98DISNEY WALT CO2546871061,085$134,5510.11%
99ACCENTURE PLC IRELANDACN450$134,5010.11%
100US BANCORP DELUSB-PS2,966$134,2010.10%
101HERSHEY COHSY800$132,7600.10%
102MONDELEZ INTL INC6092071051,758$118,5270.09%
103AMERIPRISE FINL INC03076C106215$114,7520.09%
104UNITED BANKSHARES INC WEST VUNTCW3,125$113,8440.09%
105TRANE TECHNOLOGIES PLCTT259$113,2900.09%
106CARRIER GLOBAL CORPORATIONCARR1,540$112,7130.09%
107GOLDMAN SACHS GROUP INCGSCE159$112,5330.09%
108TJX COS INC NEW872540109898$110,8950.09%
109ADOBE INCADBE285$110,2610.09%
110VERIZON COMMUNICATIONS INCVZ2,511$108,6510.08%
111VANGUARD INDEX FDS922908736231$101,2710.08%
112GENERAL DYNAMICS CORPGD340$99,1650.08%
113BROADCOM INCAVGO348$95,9270.08%
114ISHARES TR464287598489$94,9790.07%
115META PLATFORMS INCMETA127$93,7380.07%
116KIMBERLY-CLARK CORPKMB721$92,9520.07%
117ISHARES TR4642874651,035$92,5190.07%
118THERMO FISHER SCIENTIFIC INCTMO219$88,7960.07%
119SELECT SECTOR SPDR TR81369Y803348$88,1250.07%
120SOUTHERN COSOMN950$87,2390.07%
121ISHARES TR464287499945$86,9120.07%
122FEDERAL RLTY INVT TR NEW313745101900$85,4910.07%
123SPDR SERIES TRUST78464A870950$78,7840.06%
124EATON CORP PLCETN218$77,8240.06%
125MEDTRONIC PLCMDT850$74,0950.06%
126DOMINION ENERGY INCD1,301$73,5330.06%
127UNIVERSAL DISPLAY CORPOLED475$73,3690.06%
128ISHARES TR464288406960$72,9410.06%
129NEXTERA ENERGY INCNEE-PW1,030$71,5030.06%
130INTEL CORPINTC3,160$70,7840.06%
131BRISTOL-MYERS SQUIBB COCELG-RI1,500$69,4350.05%
132MERCK & CO INCMRK875$69,3020.05%
133KKR & CO INCKKRT500$66,5150.05%
134ALTRIA GROUP INCMO1,131$66,3330.05%
135BANK AMERICA CORP0605051041,400$66,2480.05%
136MICROSTRATEGY INCSTRK160$64,6770.05%
137VANGUARD WORLD FD92204A207273$59,7280.05%
138DOLLAR TREE INCDLTR600$59,4240.05%
139DANAHER CORPORATION235851102300$59,2620.05%
140PROSHARES TR74347R248800$56,3760.04%
141ISHARES TR464287770658$56,3640.04%
142GEN DIGITAL INCGENVR1,895$55,7130.04%
143OTIS WORLDWIDE CORPOTIS562$55,6500.04%
144PIMCO ETF TR72201R833538$54,0790.04%
145CVS HEALTH CORPCVS783$54,0120.04%
146VANGUARD WORLD FD92204A876305$53,8360.04%
147ISHARES TR464288729325$53,7490.04%
148ISHARES TR464288695627$53,5900.04%
149SELECT SECTOR SPDR TR81369Y209391$52,6370.04%
150ISHARES TR464287523210$50,1270.04%
151APOLLO GLOBAL MGMT INC03769M106352$49,8820.04%
152ENTERGY CORP NEWENO600$49,8720.04%
153CVB FINL CORP1266001052,493$49,3320.04%
154ISHARES TR464287168366$48,6090.04%
155COMCAST CORP NEWCCZ1,348$48,1110.04%
156PFIZER INCPFE1,975$47,8740.04%
157SCHWAB STRATEGIC TR8085243001,584$46,2690.04%
158HONEYWELL INTL INC438516106195$45,4120.04%
159ENBRIDGE INCENNPF984$44,5950.03%
160HILTON WORLDWIDE HLDGS INCHLT166$44,2130.03%
161J P MORGAN EXCHANGE TRADED F46654Q203800$43,5200.03%
162ENTERPRISE PRODS PARTNERS L2937921071,400$43,4140.03%
163ROYAL BK CDA780087102300$39,4650.03%
164MARTIN MARIETTA MATLS INC57328410670$38,4280.03%
165LAZARD INCLAZ800$38,3840.03%
166DUKE ENERGY CORP NEWDUKB325$38,3500.03%
167BIOGEN INCBIIB300$37,6770.03%
168MORGAN STANLEYMS-PQ264$37,1880.03%
169ANALOG DEVICES INCADI139$33,0850.03%
170ISHARES TR464287515300$32,8500.03%
171VANGUARD INDEX FDS922908751135$31,9930.03%
172REALTY INCOME CORPO550$31,6860.02%
173ISHARES TR46432F842378$31,5560.02%
174TAIWAN SEMICONDUCTOR MFG LTD874039100136$30,8030.02%
175ELEVANCE HEALTH INCELV79$30,7280.02%
176ALLSTATE CORPALL-PJ150$30,1970.02%
177BECTON DICKINSON & COBDX170$29,2830.02%
178PAYCHEX INCPAYX200$29,0920.02%
179CLEAN HARBORS INCCLH125$28,8980.02%
180UNITED PARCEL SERVICE INCUPS282$28,5090.02%
181NIKE INCNKE400$28,4160.02%
182COSTAR GROUP INCCSGP350$28,1400.02%
183SPDR SERIES TRUST78464A847488$26,5380.02%
184AMERICAN TOWER CORP NEW03027X100120$26,5230.02%
185GE AEROSPACE369604301103$26,5120.02%
186FIRST TR EXCHANGE TRADED FD33734X846345$26,0450.02%
187AMERICAN ELEC PWR CO INC025537101250$25,9400.02%
188TRUIST FINL CORP89832Q109600$25,7940.02%
189SIMON PPTY GROUP INC NEW828806109160$25,7220.02%
190RPM INTL INC749685103230$25,2640.02%
191FIRST TR EXCHANGE-TRADED ALP33734K109225$24,7410.02%
192MARRIOTT INTL INC NEW57190320290$24,5890.02%
193VANGUARD INTL EQUITY INDEX F922042775356$23,9310.02%
194TARGET CORPTGT238$23,4790.02%
195PNC FINL SVCS GROUP INC693475105120$22,3710.02%
196PRUDENTIAL FINL INCPUKPF206$22,1360.02%
197AMERICAN WTR WKS CO INC NEW030420103150$20,8670.02%
198NATIONAL GRID PLCNMPWP275$20,4630.02%
199CONOCOPHILLIPSCOP220$19,7430.02%
200VANGUARD WORLD FD92204A60370$19,6050.02%
201PUBLIC SVC ENTERPRISE GRP IN744573106227$19,1090.01%
202GRAND CANYON ED INCLOPE100$18,9000.01%
203ZIMMER BIOMET HOLDINGS INCZBH200$18,2420.01%
204CONSTELLATION ENERGY CORPCEG56$18,0750.01%
205ELI LILLY & COLLY22$17,2740.01%
206NORWEGIAN CRUISE LINE HLDG LNCLH850$17,2380.01%
207SPDR SERIES TRUST78464A805224$16,7760.01%
208SERVICETITAN INCTTAN150$16,0770.01%
209TESLA INCTSLA48$15,2480.01%
210MAXIMUS INCMMS200$14,0400.01%
211ISHARES TR464288752150$13,9760.01%
212SHELL PLCRYDAF196$13,8010.01%
213MADISON SQUARE GRDN SPRT COR55825T10366$13,7910.01%
214ISHARES TR46429B697145$13,6190.01%
215LOGITECH INTL S AH50430232150$13,5200.01%
216HOWARD HUGHES HOLDINGS INCHHH199$13,4330.01%
217XYLEM INCXYL100$12,9360.01%
218SCHWAB STRATEGIC TR808524607496$12,5490.01%
219SCHWAB STRATEGIC TR808524201507$12,3920.01%
220WESTERN DIGITAL CORPWDC190$12,1590.01%
221BLACK HILLS CORPBKH216$12,1180.01%
222UNUM GROUPUNMA150$12,1140.01%
223ALLIANT ENERGY CORPLNT200$12,0940.01%
224AIRBNB INCABNB90$11,9110.01%
225SPOTIFY TECHNOLOGY S ASPOT15$11,5110.01%
226SYSCO CORPSYY150$11,3610.01%
227ISHARES TR464287325130$11,1920.01%
228CRANE COMPANYCR59$11,1720.01%
229CHURCH & DWIGHT CO INCCHD113$10,8610.01%
230VANGUARD BD INDEX FDS921937819139$10,7510.01%
231UPSTART HLDGS INCUPST163$10,5430.01%
232BOEING COBA-PA50$10,4770.01%
233APPLIED MATLS INC03822210556$10,2520.01%
234VERALTO CORPVLTO100$10,0950.01%
235CHUBB LIMITEDCB33$9,5610.01%
236VAIL RESORTS INCMTN60$9,4280.01%
237TRAVELERS COMPANIES INCTRV35$9,3640.01%
238ELECTRONIC ARTS INCEA57$9,1030.01%
239QUEST DIAGNOSTICS INCDGX50$8,9820.01%
240PHILLIPS 66PSX75$8,9480.01%
241CONSOLIDATED EDISON INCED80$8,0420.01%
242GENERAL MLS INC370334104155$8,0350.01%
243WELLS FARGO CO NEW949746101100$8,0120.01%
244JUNIPER NETWORKS INC48203R104200$7,9860.01%
245FORTIVE CORPFTV150$7,8200.01%
246PARKER-HANNIFIN CORPPH11$7,6840.01%
247KYNDRYL HLDGS INCKD168$7,0500.01%
248UNION PAC CORPUNP30$6,9030.01%
249ISHARES INC46434G103100$6,0030.00%
250VANGUARD SCOTTSDALE FDS92206C102100$5,8780.00%
251CUSTOMERS BANCORP INCCUBB100$5,8740.00%
252NOVO-NORDISK A SNONOF78$5,3840.00%
253DOW INCDOW200$5,2960.00%
254GRAPHIC PACKAGING HLDG COGPK245$5,1630.00%
255SELECT SECTOR SPDR TR81369Y860124$5,1370.00%
256VANGUARD TAX-MANAGED FDS92194385890$5,1310.00%
257BGC GROUP INCBGC500$5,1150.00%
258ISHARES U S ETF TR46431W507100$5,1100.00%
259VANGUARD WORLD FD92204A30640$4,7650.00%
260CITIGROUP INCC-PR56$4,7460.00%
261THOMSON REUTERS CORPTMSOF23$4,6260.00%
262SHOPIFY INCSHOP40$4,6140.00%
263TOYOTA MOTOR CORPTOYOF26$4,4790.00%
264VERTEX PHARMACEUTICALS INCVRTX9$4,0070.00%
265RIOT PLATFORMS INCRIOT335$3,7860.00%
266PINTEREST INCPINS100$3,5860.00%
267ISHARES GOLD TRIAU57$3,5550.00%
268MICROCHIP TECHNOLOGY INC.MCHPP50$3,5190.00%
269COINBASE GLOBAL INCCOIN10$3,5050.00%
270IOVANCE BIOTHERAPEUTICS INCIOVA2,000$3,4400.00%
271BLACKROCK INCBLK3$3,3980.00%
272ROBINHOOD MKTS INC77070010235$3,2780.00%
273BANC OF CALIFORNIA INCBANC-PF233$3,2740.00%
274SCHWAB STRATEGIC TR808524102132$3,1460.00%
275TELADOC HEALTH INCTDOC340$2,9620.00%
276NEWMARK GROUP INCNMRK231$2,8070.00%
277CENOVUS ENERGY INCCVE202$2,7480.00%
278DOORDASH INCDASH10$2,4660.00%
279GENERAL MTRS CO37045V10050$2,4610.00%
280RALLIANT CORPRAL50$2,4250.00%
281PALANTIR TECHNOLOGIES INCPLTR17$2,3180.00%
282TEMPUS AI INCTEM36$2,2880.00%
283SPDR INDEX SHS FDS78463X15240$2,2660.00%
284SINCLAIR INCSBGI150$2,0730.00%
285SOLVENTUM CORPSOLV25$1,8960.00%
286VANGUARD INDEX FDS9229085385$1,4220.00%
287VANGUARD INDEX FDS9229085128$1,3160.00%
288SCHWAB STRATEGIC TR80852440943$1,1900.00%
289VANGUARD INDEX FDS9229086115$9760.00%
290BRC INCBRCC535$7010.00%
291RIVIAN AUTOMOTIVE INCRIVN40$5500.00%
292GREENWICH LIFESCIENCES INCGLSI50$4540.00%
293ORAMED PHARMACEUTICALS INCORMP200$4500.00%
294GINKGO BIOWORKS HOLDINGS INCDNABW37$4170.00%
295EASTMAN KODAK COKODK70$3960.00%
296LUCID GROUP INCLCID100$2110.00%
297TRUMP MEDIA & TECHNOLOGY GRODJTWW7$1270.00%