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, VIG, VOT, and represent 83.94% of Hapanowicz & Associates Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: VONV, NVDA, SPY, SCHR, VIG, VONE, VOT, AAPL, MSFT, TSLA.
  • Started 1 new stock position in SCHR.
  • Reduced shares in these 8 stocks: VONG, IVV, ACWX, VTI, IWR, FYX, UPS, IWS.
  • Sold out of its position in IVV.
  • Hapanowicz & Associates Financial Services was a net buyer of stock by $3.6M.
  • Hapanowicz & Associates Financial Services has $217M in assets under management (AUM), dropping by 9.39%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 29.3 $64M 527k 120.50
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 25.0 $54M +2% 605k 89.37
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.2 $37M +2% 56k 666.18
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Vanguard Specialized Funds Div App Etf (VIG) 8.5 $18M 85k 215.80
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.9 $8.5M +2% 29k 293.81
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 3.0 $6.4M +4% 21k 302.38
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First Tr Exchange-traded A Com Shs (FYX) 2.4 $5.1M 47k 108.98
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Ishares Tr Msci Acwi Ex Us (ACWX) 2.3 $5.0M -5% 77k 65.01
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.6 $3.4M 25k 139.67
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Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.4M -2% 15k 96.55
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NVIDIA Corporation (NVDA) 0.7 $1.4M +239% 7.6k 186.58
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.4M 3.0k 463.74
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Apple (AAPL) 0.5 $1.1M +13% 4.3k 254.63
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Tesla Motors (TSLA) 0.4 $816k +11% 1.8k 444.72
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $764k 3.1k 243.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $716k 1.4k 502.74
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $657k NEW 26k 25.13
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Microsoft Corporation (MSFT) 0.3 $653k +15% 1.3k 517.95
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Lockheed Martin Corporation (LMT) 0.3 $608k 1.2k 499.21
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PNC Financial Services (PNC) 0.3 $598k 3.0k 200.93
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Meta Platforms Cl A (META) 0.3 $574k 781.00 734.38
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Spdr Gold Tr Gold Shs (GLD) 0.3 $561k +2% 1.6k 355.47
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Alphabet Cap Stk Cl C (GOOG) 0.2 $460k 1.9k 243.55
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Amazon (AMZN) 0.2 $427k 1.9k 219.57
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United Parcel Service CL B (UPS) 0.2 $394k -5% 4.7k 83.53
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Applied Materials (AMAT) 0.1 $323k 1.6k 204.74
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Verizon Communications (VZ) 0.1 $270k +2% 6.1k 43.95
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JPMorgan Chase & Co. (JPM) 0.1 $268k 850.00 315.43
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McDonald's Corporation (MCD) 0.1 $249k 820.00 303.89
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $241k 1.7k 137.80
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $241k -22% 733.00 328.26
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At&t (T) 0.1 $221k 7.8k 28.24
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EQT Corporation (EQT) 0.1 $218k 4.0k 54.43
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Cisco Systems (CSCO) 0.1 $207k 3.0k 68.42
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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