Hapanowicz & Associates Financial Services

Latest statistics and disclosures from Hapanowicz & Associates Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VONG, VONV, SPY, SCHR, VIG, and represent 82.65% of Hapanowicz & Associates Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: SCHR (+$33M), MMIT, SPY, VONV, VONE, VIG, FDX, VOT, IWR, VZ.
  • Started 2 new stock positions in FDX, MMIT.
  • Reduced shares in these 9 stocks: VONG, UPS, ACWX, , TSLA, FYX, IWS, VTI, GLD.
  • Sold out of its positions in T, UPS.
  • Hapanowicz & Associates Financial Services was a net buyer of stock by $34M.
  • Hapanowicz & Associates Financial Services has $255M in assets under management (AUM), dropping by 17.81%.
  • Central Index Key (CIK): 0001695959

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Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 24.8 $63M 519k 121.75
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 22.1 $56M 610k 92.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.2 $39M 57k 681.93
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.1 $34M +5011% 1.3M 25.08
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Vanguard Specialized Funds Div App Etf (VIG) 7.5 $19M 87k 219.79
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.2 $8.2M 30k 279.17
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.7 $6.9M +6% 23k 309.06
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First Tr Exchange-traded A Com Shs (FYX) 2.0 $5.2M -2% 46k 113.14
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Ishares Tr Msci Acwi Ex Us (ACWX) 1.9 $4.8M -7% 71k 67.13
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.3 $3.4M 24k 141.06
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New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.6 $1.5M NEW 62k 24.33
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Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.5M +2% 15k 96.27
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.5M 3.0k 480.57
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NVIDIA Corporation (NVDA) 0.6 $1.4M 7.6k 186.50
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Apple (AAPL) 0.5 $1.2M 4.3k 271.86
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $983k 3.1k 313.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $716k 1.4k 502.65
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Tesla Motors (TSLA) 0.3 $653k -20% 1.5k 449.72
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PNC Financial Services (PNC) 0.2 $621k 3.0k 208.73
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Spdr Gold Tr Gold Shs (GLD) 0.2 $615k 1.6k 396.31
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Microsoft Corporation (MSFT) 0.2 $610k 1.3k 483.62
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Alphabet Cap Stk Cl C (GOOG) 0.2 $593k 1.9k 313.80
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Lockheed Martin Corporation (LMT) 0.2 $589k 1.2k 483.67
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Meta Platforms Cl A (META) 0.2 $516k 781.00 660.09
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Amazon (AMZN) 0.2 $449k 1.9k 230.82
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Applied Materials (AMAT) 0.2 $405k 1.6k 256.99
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JPMorgan Chase & Co. (JPM) 0.1 $274k 850.00 322.22
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Verizon Communications (VZ) 0.1 $261k +4% 6.4k 40.73
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $251k 1.8k 141.06
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McDonald's Corporation (MCD) 0.1 $251k 820.00 305.63
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Cisco Systems (CSCO) 0.1 $233k 3.0k 77.03
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k -8% 672.00 335.31
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EQT Corporation (EQT) 0.1 $214k 4.0k 53.60
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FedEx Corporation (FDX) 0.1 $203k NEW 704.00 288.86
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Past Filings by Hapanowicz & Associates Financial Services

SEC 13F filings are viewable for Hapanowicz & Associates Financial Services going back to 2016

View all past filings