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Portfolio (Quarterly) Guide ↗

Hopwood Nicholas Hunter

· CIK 0002091827
13F Portfolio $365M AUM 131 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 131 New
Page 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BCI ABRDN ETFS — 27,019.0 $604K 0.17% NEW — $22.34 +16.4%
82 XLK SELECT SECTOR SPDR TR — 3,107.0 $592K 0.16% NEW — $190.50 +2.1%
83 VBIL VANGUARD INSTL INDEX FD — 7,715.0 $584K 0.16% NEW — $75.68 +0.0%
84 GRMN GARMIN LTD Technology 2,305.0 $548K 0.15% NEW — $237.56 +23.7%
85 — J P MORGAN EXCHANGE TRADED F — 10,447.0 $528K 0.14% NEW — $50.57 —
86 ITOT ISHARES TR — 3,216.0 $528K 0.14% NEW — $164.25 +1.6%
87 IWM ISHARES TR — 1,757.0 $528K 0.14% NEW — $300.39 -6.8%
88 — BERKSHIRE HATHAWAY INC DEL — 1,054.0 $527K 0.14% NEW — $500.39 —
89 SLV ISHARES SILVER TR Financial Services 9,840.0 $526K 0.14% NEW — $53.47 +2.8%
90 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,043.0 $498K 0.14% NEW — $477.57 -5.2%
91 WTV WISDOMTREE TR — 4,897.0 $498K 0.14% NEW — $101.72 +1.5%
92 AGG ISHARES TR — 4,992.0 $494K 0.14% NEW — $98.98 -4.4%
93 AGGY WISDOMTREE TR — 11,259.0 $490K 0.13% NEW — $43.48 -5.1%
94 DGRW WISDOMTREE TR — 5,114.0 $489K 0.13% NEW — $95.61 +2.4%
95 SPEM SPDR INDEX SHS FDS — 9,042.0 $468K 0.13% NEW — $51.78 +0.6%
96 XLC SELECT SECTOR SPDR TR — 4,255.0 $456K 0.12% NEW — $107.12 +3.8%
97 CION CION INVT CORP Financial Services 71,233.0 $444K 0.12% NEW — $6.23 +13.5%
98 DDWM WISDOMTREE TR — 9,362.0 $432K 0.12% NEW — $46.18 +0.2%
99 GLDM WORLD GOLD TR Financial Services 5,030.0 $399K 0.11% NEW — $79.42 +2.7%
100 JNJ JOHNSON & JOHNSON Healthcare 1,521.0 $386K 0.11% NEW — $253.89 +7.1%
Page 5 of 7  ·  131 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 31.9%
Utilities 10.0%
Consumer Cyclical 9.5%
Energy 4.9%
Healthcare 3.8%
Communication Services 3.2%
Industrials 2.5%
Real Estate 1.8%