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Hershey Financial Advisers

Latest statistics and disclosures from Hershey Financial Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, BOXX, BIL, VNLA, VGIT, and represent 18.40% of Hershey Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: BND, VNLA, VGIT, TFLO, CWB, MU, EFAV, LRGF, USMV, EXPE.
Started 37 new stock positions in LLY, ALGN, EXPE, USMC, FDL, LRGF, USMV, JQUA, MU, VTEB.
Reduced shares in these 10 stocks: ICVT, ANGL, JPST, SHV, BAB, WBD, SCHG, , ALL, MGK.
Sold out of its positions in ALL, BLDR, FANG, FDLO, FTCS, FEX, PDBC, PKW, SPGP, XMMO.
Hershey Financial Advisers was a net buyer of stock by $655k.
Hershey Financial Advisers has $118M in assets under management (AUM), dropping by 1.40%.
Central Index Key (CIK): 0002034214

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Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 78 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 Bd Index Fds Total Bnd Mrkt (BND)	4.2	$5.0M	+2208%	67k	74.07	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.7	$4.4M	-3%	38k	115.10	View chart
Spdr Series Trust State Street Spd (BIL)	3.7	$4.3M	-16%	47k	91.37	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.5	$4.1M	NEW	84k	49.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.3	$4.0M	NEW	66k	59.93	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.3	$3.9M	NEW	78k	50.46	View chart
Spdr Series Trust State Street Spd (SPIB)	3.3	$3.9M	+6%	115k	33.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.3	$3.9M	+6%	40k	96.16	View chart
Spdr Series Trust State Street Spd (CWB)	3.1	$3.6M	NEW	41k	89.20	View chart
Spdr Series Trust State Street Spd (BILS)	2.9	$3.4M	-24%	35k	99.31	View chart
Vanguard World Comm Srvc Etf (VOX)	1.6	$1.9M	-3%	10k	193.64	View chart
Micron Technology (MU)	1.6	$1.9M	NEW	6.6k	285.43	View chart
Vanguard World Health Car Etf (VHT)	1.6	$1.9M	+32%	6.5k	287.86	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$1.9M	-4%	2.5k	753.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$1.9M	NEW	22k	86.25	View chart
Vanguard World Industrial Etf (VIS)	1.5	$1.8M	-3%	6.0k	298.39	View chart
Vanguard World Financials Etf (VFH)	1.5	$1.8M	-3%	13k	133.49	View chart
Vanguard World Consum Dis Etf (VCR)	1.5	$1.8M	-3%	4.5k	393.93	View chart
Vanguard World Utilities Etf (VPU)	1.5	$1.8M	-3%	9.6k	185.04	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.5	$1.7M	+56%	14k	128.83	View chart
Vanguard World Materials Etf (VAW)	1.5	$1.7M	-3%	8.3k	207.56	View chart
Ishares Tr U S Equity Factr (LRGF)	1.5	$1.7M	NEW	25k	69.43	View chart
Vanguard World Energy Etf (VDE)	1.4	$1.7M	-3%	14k	125.92	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.4	$1.7M	-2%	24k	70.86	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.4	$1.7M	+3%	22k	75.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$1.7M	NEW	18k	94.16	View chart
Expedia Group Com New (EXPE)	1.4	$1.7M	NEW	5.9k	283.31	View chart
Applied Materials (AMAT)	1.4	$1.7M	-42%	6.5k	256.99	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.4	$1.6M	NEW	22k	75.05	View chart
Dollar Tree (DLTR)	1.4	$1.6M	NEW	13k	123.01	View chart
Dollar General (DG)	1.4	$1.6M	NEW	12k	132.77	View chart
Albemarle Corporation (ALB)	1.4	$1.6M	NEW	12k	141.44	View chart
Align Technology (ALGN)	1.4	$1.6M	NEW	10k	156.15	View chart
Vanguard World Consum Stp Etf (VDC)	1.3	$1.6M	-3%	7.6k	211.25	View chart
Eli Lilly & Co. (LLY)	1.3	$1.6M	NEW	1.5k	1074.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.5M	+14%	2.4k	627.13	View chart
Tesla Motors (TSLA)	1.3	$1.5M	+62%	3.3k	449.72	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$1.4M	NEW	4.0k	342.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.3M	NEW	6.0k	219.78	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$1.2M	NEW	12k	104.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$1.2M	-13%	16k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.0	$1.2M	-13%	18k	69.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.2M	NEW	5.9k	198.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.2M	-3%	13k	88.49	View chart
Raytheon Technologies Corp (RTX)	1.0	$1.1M	NEW	6.2k	183.40	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.0	$1.1M	+132%	12k	91.40	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.9	$1.1M	NEW	3.6k	309.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$1.1M	+4%	24k	46.54	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.9	$1.1M	NEW	8.6k	126.84	View chart
Vanguard World Mega Cap Index (MGC)	0.9	$1.1M	NEW	4.3k	251.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$1.1M	-34%	14k	78.81	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.9	$1.0M	NEW	8.3k	127.11	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.9	$1.0M	NEW	17k	63.18	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.9	$1.0M	NEW	24k	43.03	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.8	$950k	-17%	9.1k	104.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$638k		16k	39.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$608k	-5%	23k	26.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$601k	+15%	14k	44.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$600k	+4%	12k	50.01	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$587k	NEW	13k	44.34	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$584k	NEW	9.8k	59.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$582k	NEW	850.00	684.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$580k	NEW	3.5k	167.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$529k	NEW	2.1k	250.31	View chart
NVIDIA Corporation (NVDA)	0.4	$519k	+24%	2.8k	186.50	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$506k	NEW	14k	36.82	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$494k		9.1k	54.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$492k	-83%	15k	32.62	View chart
Microsoft Corporation (MSFT)	0.4	$482k		997.00	483.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$478k	NEW	1.5k	314.88	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.4	$476k	NEW	7.0k	68.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$418k	-22%	8.5k	49.46	View chart
Vanguard World Extended Dur (EDV)	0.3	$387k	NEW	5.9k	65.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$370k	+14%	1.8k	209.12	View chart
Apple (AAPL)	0.3	$343k	+7%	1.3k	271.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$306k	NEW	6.1k	50.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$277k	+6%	886.00	313.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$215k	NEW	4.1k	52.41	View chart

Past Filings by Hershey Financial Advisers

SEC 13F filings are viewable for Hershey Financial Advisers going back to 2024

Hershey Financial Advisers 2025 Q4 filed Feb. 18, 2026
Hershey Financial Advisers 2025 Q3 filed Nov. 17, 2025
Hershey Financial Advisers 2025 Q2 filed Aug. 18, 2025
Hershey Financial Advisers 2024 Q4 filed Feb. 11, 2025
Hershey Financial Advisers 2024 Q2 filed Aug. 19, 2024

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