Hopwood Nicholas Hunter holds a diversified book of 131 stocks worth $364.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Ishares Core 60/40 Balanced. Their largest long position is Vanguard Growth ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hopwood Nicholas Hunter
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $3.7B |
| MML INVESTORS SERVICES, LLC | 78 / 80 | $13.3B |
| Global Retirement Partners, LLC | 78 / 80 | $1.7B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $105.3B |
| UBS Group AG | 77 / 80 | $86.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $17.5B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $15.5B |
| ASSETMARK, INC | 77 / 80 | $12.4B |
Ranked by how many of Hopwood Nicholas Hunter's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $22.6M | 262.2K | 6.2% | ▲+503% Added · +219K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $22.0M | 308.9K | 6.0% | ▲+0.7% Added · +2K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $17.6M | 199.9K | 4.8% | ▲+87% Added · +93K sh | |
| 4 | J P Morgan Exchange Traded F BETABUILDRS US | $17.5M | 130.1K | 4.8% | ▲+6.8% Added · +8K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $17.3M | 79.2K | 4.7% | ▲+2.3% Added · +2K sh | |
| 6 | Pimco ETF TR ACTIVE BD ETF | $14.8M | 160.3K | 4.1% | ▲+15% Added · +20K sh | |
| 7 | Pimco ETF TR MULTISECTOR BD | $12.2M | 461.3K | 3.4% | ▲+16% Added · +63K sh | |
| 8 | Capital Group Core Balanced SHS | $11.0M | 288.7K | 3.0% | ▲+3.3% Added · +9K sh | |
| 9 | Ishares TR CORE 80/20 AGGRE | $10.1M | 103.4K | 2.8% | ▲+1.4% Added · +1K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.7M | 129.4K | 2.1% | ▲+0.4% Added · +470 sh | |
| 11 | Ishares TR CORE 60/40 BALAN | $7.6M | 109.6K | 2.1% | ▼−1.1% Reduced · −1K sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $7.6M | 20.5K | 2.1% | ▼−1.7% Reduced · −352 sh | |
| 13 | Capital Group GBL Growth Eqt SHS CREATION UNI | $6.7M | 159.0K | 1.8% | ▲+7.5% Added · +11K sh | |
| 14 | Capital Group Dividend Growe SHS ETF | $6.6M | 175.7K | 1.8% | ▲+8.7% Added · +14K sh | |
| 15 | BlackRock ETF Trust ISHARES US EQUIT | $6.1M | 90.1K | 1.7% | ▼−8.0% Reduced · −8K sh | |
| 16 | Ishares TR S&P 500 GRWT ETF | $5.9M | 42.9K | 1.6% | ▲+5.6% Added · +2K sh | |
| 17 | Ishares TR MSCI ACWI EX US | $5.7M | 74.9K | 1.6% | ▲+318% Added · +57K sh | |
| 18 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.6M | 115.5K | 1.5% | ▲+5.0% Added · +6K sh | |
| 19 | Ishares TR S&P 500 VAL ETF | $5.5M | 24.4K | 1.5% | ▼−13% Reduced · −4K sh | |
| 20 | Capital Group Dividend Value SHS CREATION UNI | $5.4M | 108.7K | 1.5% | ▲+5.3% Added · +5K sh | |
| 21 | Vanguard BD Index FDS SHORT TRM BOND | $5.3M | 68.2K | 1.5% | ▲+5.4% Added · +3K sh | |
| 22 | J P Morgan Exchange Traded F INTRNL RES EQT | $5.0M | 61.2K | 1.4% | ▲+5.6% Added · +3K sh | |
| 23 | Vanguard Index FDS SMALL CP ETF | $4.9M | 16.2K | 1.3% | ▲+2.7% Added · +428 sh | |
| 24 | Capital Group Global Equity SHS | $4.7M | 132.9K | 1.3% | ▲+4.0% Added · +5K sh | |
| 25 | J P Morgan Exchange Traded F INCOME ETF | $4.3M | 93.6K | 1.2% | ▼−3.5% Reduced · −3K sh | |
| 26 | Capital Group Growth ETF SHS CREATION UNI | $4.3M | 90.6K | 1.2% | ▲+12% Added · +10K sh | |
| 27 | Ishares TR CORE UNIVRSL USD | $4.1M | 89.0K | 1.1% | ▲+77% Added · +39K sh | |
| 28 | BlackRock ETF Trust ISHARES INTL CTR | $4.1M | 110.7K | 1.1% | ▲14× Added · +103K sh | |
| 29 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $4.0M | 74.2K | 1.1% | ▲+38% Added · +20K sh | |
| 30 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $3.8M | 80.9K | 1.0% | ▲+17% Added · +12K sh | |
| 31 | Capital Group Core Equity Et SHS CREATION UNI | $3.7M | 82.4K | 1.0% | ▲+6.5% Added · +5K sh | |
| 32 | BlackRock ETF Trust ISHARES A I INNO | $3.1M | 59.7K | 0.9% | ▼−14% Reduced · −10K sh | |
| 33 | Capital Group Intl Focus Eqt SHS CREATION UNI | $3.1M | 90.4K | 0.9% | ▲+12% Added · +9K sh | |
| 34 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $2.7M | 122.8K | 0.8% | ▲+4.9% Added · +6K sh | |
| 35 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.7M | 16.7K | 0.7% | ▼−20% Reduced · −4K sh | |
| 36 | Ishares TR MSCI ACWI ETF | $2.7M | 17.0K | 0.7% | ▲+0.3% Added · +44 sh | |
| 37 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.6M | 54.9K | 0.7% | ▲+5.3% Added · +3K sh | |
| 38 | Vanguard BD Index FDS INTERMED TERM | $2.5M | 33.1K | 0.7% | ▲+5.8% Added · +2K sh | |
| 39 | Vanguard BD Index FDS LONG TERM BOND | $2.5M | 36.4K | 0.7% | ▲+6.5% Added · +2K sh | |
| 40 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $2.5M | 31.2K | 0.7% | ▼−12% Reduced · −4K sh | |
| 41 | Capital Group Equity ETF TR US SMALL AND MID | $2.5M | 74.5K | 0.7% | ▲+4.2% Added · +3K sh | |
| 42 | J P Morgan Exchange Traded F ACTIVE GROWTH | $2.5M | 24.9K | 0.7% | ▼−26% Reduced · −9K sh | |
| 43 | Schwab Strategic TR US AGGREGATE B | $2.4M | 103.8K | 0.7% | ▲+6.2% Added · +6K sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.1K | 0.6% | ▼−3.3% Reduced · −108 sh | |
| 45 | BlackRock ETF Trust ISHARES LARGE CA | $2.2M | 43.3K | 0.6% | ▲New New position | |
| 46 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $2.1M | 80.8K | 0.6% | ▲+6.0% Added · +5K sh | |
| 47 | J P Morgan Exchange Traded F GLOBAL SEL EQUIT | $2.1M | 29.1K | 0.6% | ▼−23% Reduced · −8K sh | |
| 48 | Global X FDS DEFENSE TECH ETF | $2.0M | 33.3K | 0.5% | ▲+95% Added · +16K sh | |
| 49 | Apple Inc COM | $1.8M | 6.2K | 0.5% | ▲+0.3% Added · +21 sh | |
| 50 | BlackRock ETF Trust ISHARES US THEMA | $1.8M | 41.3K | 0.5% | ▼−33% Reduced · −21K sh |
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Use Arkolith to show Hopwood Nicholas Hunter's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.