Hopwood Financial Services, Inc.

RIA/Wealth

Hopwood Financial Services, Inc. is a RIA/Wealth based in Reston, VA led by Kevin James Galvin, reporting $666.6M in AUM as of Q3 2025 with 75% ETF concentration and 56% concentrated in top 10 holdings.

PresidentKevin James Galvin

Portfolio Value: $149.6M
Positions: 309
Top Holding: CGXU at 10.76%
Last Reported: Q3 2025

Address10740 Parkridge Blvd., Suite 150, Reston, VA, 20191, United States

Top Holdings

Largest long holdings in Hopwood Financial Services, Inc.'s portfolio (55.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$16.1M	10.76%	+$445.9K Bought	— 543.7K shares	Q4 2024 Held for 11 months
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$15.4M	10.28%	-$62.0K Sold	— 23.1K shares	Q4 2024 Held for 11 months
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.9M	8.63%	+$199.1K Bought	— 197.9K shares	Q4 2024 Held for 11 months
4 Vanguard Short-Term Bond BSV	ETF ETF	$8.5M	5.69%	+$8.5M Bought	— 108.0K shares	Q4 2024 Held for 11 months
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$6.7M	4.47%	+$94.6K Bought	— 56.3K shares	Q4 2024 Held for 11 months
6 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$6.2M	4.17%	-$64.4K Sold	— 10.5K shares	Q4 2024 Held for 11 months
7 Exxon Mobil XOM	Oil & Gas Integrated Energy	$5.3M	3.51%	-$56.4K Sold	0.00% 46.6K shares	Q4 2024 Held for 11 months
8 T. Rowe Price Blue Chip Growth TCHP	ETF ETF	$4.9M	3.28%	+$55.9K Bought	— 100.4K shares	Q4 2024 Held for 11 months
9 Capital Group Growth CGGR	ETF ETF	$4.0M	2.65%	-$6.9K Sold	— 90.4K shares	Q4 2024 Held for 11 months
10 Schwab US Dividend Equity SCHD	ETF ETF	$3.6M	2.38%	-$762.5K Sold	— 130.5K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hopwood Financial Services, Inc.'s latest filing

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Market Value

$149.6M

Prior: $127.9M

Q/Q Change

+16.98%

+$21.7M

Net Flows % of MV

+0.772%

Turnover Ratio

6.11%

New Purchases

23 stocks

$512.4K

Added To

43 stocks

+$3.5M

Sold Out Of

14 stocks

$104.0K

Reduced Holdings

61 stocks

-$2.7M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Health Care VHT	New	0 → 225.0 +$58.4K
2 Lam Research LRCX	New	0 → 400.0 +$53.6K
3 BlackRock Flexible Income BINC	New	0 → 900.0 +$47.9K
4 SLV iShares Silver Trust SLV	New	0 → 900.0 +$38.1K
5 McKesson MCK	New	0 → 40.0 +$30.9K

Decreased Positions

Position	Shares Δ	Change
1 Allstate ALL	Sold	150.0 → 0 −$30.2K
2 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	Sold	224.0 → 0 −$16.8K
3 Madison Square Garden Sports MSGS	Sold	66.0 → 0 −$13.8K
4 Applied Materials AMAT	Sold	56.0 → 0 −$10.3K
5 Juniper Networks JNPR	Sold	200.0 → 0 −$8.0K

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Analytics

Portfolio insights and performance metrics for Hopwood Financial Services, Inc.

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Sector Allocation

ETF

75.20%

Technology

5.20%

Energy

3.80%

Financial Services

3.20%

Industrials

2.90%

Consumer Defensive

2.30%

Healthcare

2.10%

Consumer Cyclical

2.00%

Communication Services

2.00%

Utilities

0.30%

Real Estate

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

15.89%

Large Cap ($10B - $200B)

7.59%

Mid Cap ($2B - $10B)

0.60%

Small Cap ($300M - $2B)

0.01%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

75.90%

Portfolio Concentration

Top 10 Holdings %

55.84%

Top 20 Holdings %

71.51%

Top 50 Holdings %

86.24%

Top 100 Holdings %

95.04%