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 82.63% of Hapanowicz & Associates Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: SCHR, SPY, AMZN, VONG, MMIT, GOOG, VONV, VIG, VOT, TAFI.
  • Started 1 new stock position in TAFI.
  • Reduced shares in these 10 stocks: ACWX, NVDA, FYX, IWS, , , VTI, , VONE, MSFT.
  • Sold out of its positions in CSCO, EQT, JPM, VTI.
  • Hapanowicz & Associates Financial Services was a net buyer of stock by $4.8M.
  • Hapanowicz & Associates Financial Services has $251M in assets under management (AUM), dropping by -1.48%.
  • Central Index Key (CIK): 0001695959

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Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 23.0 $58M 528k 109.69
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 23.0 $58M 616k 93.74
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 15.2 $38M +3% 59k 650.34
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.8 $35M +4% 1.4M 24.91
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Vanguard Specialized Funds Div App Etf (VIG) 7.6 $19M +2% 89k 215.05
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.1 $7.9M +3% 31k 257.37
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.6 $6.5M 22k 295.14
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First Tr Exchange-traded A Com Shs (FYX) 2.0 $5.1M -8% 43k 119.36
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Ishares Tr Msci Acwi Ex Us (ACWX) 1.7 $4.3M -11% 63k 68.47
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.3 $3.2M -9% 22k 145.75
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New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.9 $2.3M +56% 97k 24.11
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Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.4M -2% 15k 97.24
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $1.4M 3.0k 463.19
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Amazon (AMZN) 0.6 $1.4M +245% 6.7k 208.27
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Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M +142% 4.6k 286.86
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Apple (AAPL) 0.4 $1.0M -3% 4.1k 253.79
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NVIDIA Corporation (NVDA) 0.3 $862k -34% 4.9k 174.40
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $854k -5% 3.0k 287.56
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Lockheed Martin Corporation (LMT) 0.3 $736k 1.2k 604.39
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Spdr Gold Tr Gold Shs (GLD) 0.3 $729k +9% 1.7k 430.29
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $661k -3% 1.4k 479.20
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PNC Financial Services (PNC) 0.2 $614k 2.9k 208.09
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Tesla Motors (TSLA) 0.2 $541k 1.5k 371.75
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Applied Materials (AMAT) 0.2 $539k 1.6k 341.79
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Meta Platforms Cl A (META) 0.2 $458k +2% 801.00 572.13
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Microsoft Corporation (MSFT) 0.2 $408k -12% 1.1k 370.17
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Verizon Communications (VZ) 0.1 $344k +6% 6.8k 50.20
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McDonald's Corporation (MCD) 0.1 $264k +3% 848.00 310.79
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FedEx Corporation (FDX) 0.1 $254k 713.00 356.18
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Ab Active Etfs Tax Aware Shrt (TAFI) 0.1 $247k NEW 9.8k 25.18
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $238k -3% 1.7k 138.32
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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