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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 BIL, BILS, BOXX, ICVT, ANGL, and represent 19.41% of Hershey Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: SPIB, IEF, WBD, AMAT, ALL, PKW, JHML, EPS, SPLG, FQAL.
Started 32 new stock positions in JHML, EPS, DSI, ALL, GOOGL, DGRW, XMMO, SWK, IEF, IJK.
Reduced shares in these 10 stocks: FALN, IEI, ILCG, , , ON, MCHP, LRGF, VV, BA.
Sold out of its positions in AMD, QGRO, FDG, BA, FPX, XLG, IOO, IUSG, IEI, IWL.
Hershey Financial Advisers was a net buyer of stock by $1.6M.
Hershey Financial Advisers has $117M in assets under management (AUM), dropping by 4.44%.
Central Index Key (CIK): 0002034214

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Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 76 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
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	4.5	$5.2M	-6%	57k	91.75	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	3.9	$4.6M		46k	99.53	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.8	$4.5M		39k	113.86	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.8	$4.5M	-2%	45k	100.05	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.4	$4.0M		133k	29.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.3	$3.8M	-3%	75k	50.73	View chart
Ishares Tr Short Treas Bd (SHV)	3.2	$3.8M	-2%	34k	110.49	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	3.1	$3.7M	NEW	108k	33.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.1	$3.6M	NEW	38k	96.46	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	3.0	$3.5M	-2%	130k	27.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$2.9M	-17%	91k	31.91	View chart
Warner Bros Discovery Com Ser A (WBD)	2.2	$2.5M	NEW	129k	19.53	View chart
Applied Materials (AMAT)	2.0	$2.3M	NEW	11k	204.74	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.9	$2.2M	+27%	21k	104.51	View chart
Allstate Corporation (ALL)	1.7	$2.0M	NEW	9.3k	214.65	View chart
Vanguard World Comm Srvc Etf (VOX)	1.7	$2.0M		10k	187.73	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$1.9M		2.6k	746.64	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$1.9M		4.7k	402.42	View chart
Vanguard World Utilities Etf (VPU)	1.6	$1.9M		9.9k	189.40	View chart
Vanguard World Consum Dis Etf (VCR)	1.6	$1.9M		4.7k	396.16	View chart
Vanguard World Industrial Etf (VIS)	1.6	$1.9M		6.3k	296.30	View chart
Vanguard World Financials Etf (VFH)	1.6	$1.8M		14k	131.24	View chart
Vanguard World Materials Etf (VAW)	1.5	$1.8M	+41%	8.6k	204.87	View chart
Vanguard World Energy Etf (VDE)	1.5	$1.8M	+40%	14k	125.86	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	1.5	$1.7M	NEW	13k	132.48	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	1.4	$1.7M	NEW	22k	78.37	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.4	$1.7M	NEW	24k	68.94	View chart
Vanguard World Consum Stp Etf (VDC)	1.4	$1.7M		7.8k	213.74	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.4	$1.7M	NEW	21k	78.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$1.6M	-38%	21k	78.91	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.4	$1.6M	NEW	22k	74.72	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.2	$1.4M	+62%	20k	70.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$1.4M	-14%	18k	78.09	View chart
Builders FirstSource (BLDR)	1.1	$1.3M	NEW	11k	121.25	View chart
Diamondback Energy (FANG)	1.1	$1.3M	NEW	9.1k	143.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.3M		2.1k	612.38	View chart
Ishares Tr Esg Optimized (SUSA)	1.1	$1.3M	NEW	9.4k	135.65	View chart
Vanguard World Health Car Etf (VHT)	1.1	$1.3M	+2%	4.9k	259.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.1	$1.3M	NEW	14k	88.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$1.2M	+2%	14k	91.42	View chart
ResMed (RMD)	1.0	$1.2M	NEW	4.5k	273.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$1.2M	NEW	13k	93.64	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	1.0	$1.2M	NEW	18k	65.87	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.0	$1.2M	-70%	11k	104.30	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.9	$1.1M	NEW	8.7k	125.95	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.9	$1.1M	NEW	18k	60.26	View chart
Te Connectivity Ord Shs (TEL)	0.9	$1.1M	NEW	4.9k	219.53	View chart
Live Nation Entertainment (LYV)	0.9	$1.1M		6.6k	163.40	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$1.1M	+16%	23k	46.71	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.9	$1.0M	-37%	8.8k	116.82	View chart
Tesla Motors (TSLA)	0.8	$905k	NEW	2.0k	444.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$630k	NEW	25k	25.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$616k	+4%	16k	38.57	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$603k	NEW	6.3k	95.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$588k	+15%	12k	51.23	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$579k	+25%	12k	48.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$551k	-30%	11k	50.63	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$532k	NEW	4.7k	113.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$523k	NEW	18k	29.64	View chart
Microsoft Corporation (MSFT)	0.4	$523k	+17%	1.0k	517.95	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$505k		9.1k	55.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$501k		12k	42.79	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.4	$497k	NEW	7.3k	67.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$495k	-12%	1.0k	479.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$489k	NEW	4.1k	120.72	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$477k	-73%	5.4k	89.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$448k	NEW	3.3k	135.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$443k	NEW	17k	26.34	View chart
NVIDIA Corporation (NVDA)	0.4	$416k	+32%	2.2k	186.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$412k	-31%	3.4k	121.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$323k	-4%	1.5k	209.34	View chart
Apple (AAPL)	0.3	$298k	NEW	1.2k	254.63	View chart
Stanley Black & Decker (SWK)	0.2	$259k	NEW	3.5k	74.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$217k		2.9k	74.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$203k	NEW	835.00	243.10	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$140k	-2%	10k	13.43	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 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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