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Kevin Galvin

Hopwood Financial Services, Inc.

Assets Managed
$148.411M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
4.49%(2Q avg: -0.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hopwood Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Hopwood Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.411M in assets, with a quarterly growth rate of 4.49% and a 2-quarter average growth rate of -0.28%. The portfolio is managed by Kevin Galvin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGXU
Cap Group Intl Focus
Recent Activity
Increased 2.12%
11.53%
$17.1M
579,853 shares@ $29.49 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.04%
10.03%
$14.878M
22,878 shares@ $650.33 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.48%
9.32%
$13.826M
204,740 shares@ $67.53 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 13.1%
6.89%
$10.225M
130,399 shares@ $78.42 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
5.7%
$8.452M
123,444 shares@ $68.48 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.76%
4.84%
$7.177M
57,737 shares@ $124.31 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -15.3%
4.41%
$6.532M
38,499 shares@ $169.67 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -2.52%
4.22%
$6.253M
10,138 shares@ $616.76 avg price
TCHP
T Rowe Price Blue Chip Growt
Recent Activity
Decreased -0.31%
3.03%
$4.495M
101,749 shares@ $44.19 avg price
TSPA
T Rowe Price Us Eqy Research
Recent Activity
Increased 35.34%
2.55%
$3.777M
92,350 shares@ $40.9 avg price

1-10 of 83