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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 ICVT, BIL, CWB, ANGL, STIP, and represent 21.33% of Hershey Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: ICVT (+$6.4M), ANGL, STIP, GBIL, AOM, FDL, DELL, JMOM, APA, VUG.
Started 33 new stock positions in IWY, FLRN, SPEM, QQEW, WDC, VGSH, DHS, IJK, SPMO, VCSH.
Reduced shares in these 10 stocks: BND, VNLA, , , IEF, MU, , BOXX, DSI, LRGF.
Sold out of its positions in GOOGL, FDG, AAPL, DG, DLTR, EXPE, ONEQ, FQAL, XLG, OEF.
Hershey Financial Advisers was a net seller of stock by $-4.2M.
Hershey Financial Advisers has $116M in assets under management (AUM), dropping by -2.12%.
Central Index Key (CIK): 0002034214

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Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 80 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
Ishares Tr Conv Bd Etf (ICVT)	5.5	$6.4M	NEW	63k	101.79	View chart
Spdr Series Trust State Street Spd (BIL)	4.9	$5.6M	+30%	62k	91.64	View chart
Spdr Series Trust State Street Spd (CWB)	4.0	$4.7M	+25%	51k	91.52	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.5	$4.1M	NEW	142k	28.72	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.4	$3.9M	NEW	38k	103.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	3.4	$3.9M	NEW	39k	100.19	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.3	$3.8M	-4%	75k	50.63	View chart
Ishares Tr Core 40/60 Moder (AOM)	3.3	$3.8M	NEW	80k	47.37	View chart
First Tr Exchange-traded SHS (FDL)	2.5	$2.9M	+326%	57k	50.80	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.3	$2.7M	-39%	23k	116.29	View chart
Spdr Series Trust State Street Spd (BILS)	2.1	$2.4M	-28%	25k	99.54	View chart
Applied Materials (AMAT)	2.0	$2.3M	+5%	6.8k	341.79	View chart
Dell Technologies CL C (DELL)	1.9	$2.2M	NEW	13k	164.13	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.9	$2.2M	NEW	32k	67.92	View chart
Albemarle Corporation (ALB)	1.9	$2.2M	+4%	12k	179.53	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.8	$2.1M	+28%	28k	75.19	View chart
Vanguard World Energy Etf (VDE)	1.8	$2.1M	-9%	12k	173.04	View chart
Align Technology (ALGN)	1.6	$1.8M	+3%	11k	171.43	View chart
Apa Corporation (APA)	1.5	$1.8M	NEW	42k	42.44	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$1.8M	NEW	4.1k	436.79	View chart
Vanguard World Utilities Etf (VPU)	1.5	$1.7M	-8%	8.7k	198.14	View chart
Ge Vernova (GEV)	1.5	$1.7M	NEW	2.0k	872.90	View chart
Vanguard World Industrial Etf (VIS)	1.5	$1.7M	-9%	5.5k	312.23	View chart
Vanguard World Materials Etf (VAW)	1.5	$1.7M	-9%	7.5k	225.35	View chart
Vanguard World Health Car Etf (VHT)	1.4	$1.6M	-8%	5.9k	272.34	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.4	$1.6M	NEW	13k	121.93	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	1.4	$1.6M	NEW	13k	126.97	View chart
Western Digital (WDC)	1.4	$1.6M	NEW	5.8k	270.49	View chart
Vanguard World Consum Stp Etf (VDC)	1.3	$1.6M	-8%	6.9k	224.61	View chart
Corning Incorporated (GLW)	1.3	$1.5M	NEW	11k	135.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.5M	+3%	2.5k	597.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$1.5M	+27%	17k	88.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.4M	+34%	18k	78.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$1.4M	+24%	30k	46.19	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	1.2	$1.3M	NEW	10k	130.21	View chart
Raytheon Technologies Corp (RTX)	1.1	$1.2M		6.3k	192.90	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	1.0	$1.2M	NEW	19k	64.59	View chart
FedEx Corporation (FDX)	1.0	$1.2M	NEW	3.4k	356.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$1.2M	-29%	13k	92.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$1.2M	NEW	13k	92.76	View chart
Vanguard World Comm Srvc Etf (VOX)	1.0	$1.1M	-36%	6.3k	179.85	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.0	$1.1M	NEW	10k	109.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$1.1M	-36%	1.6k	697.73	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.9	$1.1M	+3%	24k	44.18	View chart
Vanguard World Consum Dis Etf (VCR)	0.9	$1.0M	-36%	2.9k	359.04	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.9	$1.0M	+19%	11k	95.48	View chart
Vanguard World Financials Etf (VFH)	0.9	$1.0M	-36%	8.5k	120.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$976k	-19%	13k	77.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.8	$971k	-19%	14k	68.78	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.7	$860k	NEW	28k	31.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$775k	+83%	16k	49.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$768k	+27%	15k	50.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$712k	-85%	9.7k	73.64	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$617k		14k	45.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$614k		16k	38.86	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.5	$578k	+170%	11k	52.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$534k	+5%	2.2k	239.99	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$533k	+8%	9.8k	54.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$509k	NEW	6.4k	79.27	View chart
Spdr Series Trust State Street Spd (FLRN)	0.4	$506k	NEW	16k	30.78	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$506k	NEW	5.0k	100.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$503k	NEW	8.6k	58.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$502k	NEW	2.0k	248.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$469k	NEW	4.2k	112.11	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$469k	-54%	3.7k	125.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$466k	NEW	3.2k	145.02	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$456k	-54%	7.4k	61.32	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$455k	NEW	10k	45.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$385k	-12%	13k	29.13	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$372k	+2%	1.8k	205.80	View chart
Micron Technology (MU)	0.3	$341k	-84%	1.0k	337.99	View chart
NVIDIA Corporation (NVDA)	0.3	$317k	-34%	1.8k	174.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$304k		6.1k	49.89	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$292k	NEW	11k	26.20	View chart
Microsoft Corporation (MSFT)	0.2	$272k	-26%	736.00	370.17	View chart
Vanguard World Extended Dur (EDV)	0.2	$265k	-31%	4.1k	64.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$249k	NEW	4.9k	50.61	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$241k	NEW	5.1k	47.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$227k	NEW	2.5k	92.28	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$200k	NEW	4.3k	46.91	View chart

Past Filings by Hershey Financial Advisers

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

Hershey Financial Advisers 2026 Q1 filed May 6, 2026
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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