Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hershey Financial Advisers

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

Top 5 stock holdings are DELL, CWB, MINT, AMAT, VNLA, and represent 19.56% of Hershey Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: MINT (+$5.5M), VNLA, AOK, JPST, AMD, INTC, MU, SPYG, CRWD, VONG.
Started 27 new stock positions in VNLA, SCHM, ON, AOK, GOOGL, FPX, SPGP, AMD, RDVY, MRVL.
Reduced shares in these 10 stocks: ICVT (-$6.4M), ANGL, , TFLO, FDL, ALB, ALGN, APA, GEV, QQEW.
Sold out of its positions in ALB, ALGN, APA, GLW, FDX, FDLO, FDL, QQEW, FCVT, GEV. HGER, IWY, STIP, MTUM, TFLO, ICVT, JPUS, MSFT, RTX, ANGL, EDV, DHS.
Hershey Financial Advisers was a net buyer of stock by $12M.
Hershey Financial Advisers has $139M in assets under management (AUM), dropping by 20.24%.
Central Index Key (CIK): 0002034214

Tip: Access up to 7 years of quarterly data

Positions held by Hershey Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Hershey Financial Advisers

Hershey Financial Advisers holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dell Technologies CL C (DELL)	4.8	$6.7M	+17%	16k	431.46	View chart
Spdr Series Trust State Street Spd (CWB)	4.1	$5.7M	+4%	53k	107.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	4.0	$5.5M	NEW	55k	100.81	View chart
Applied Materials (AMAT)	3.7	$5.1M	+3%	7.1k	723.00	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.0	$4.2M	NEW	85k	48.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.0	$4.1M	+1558%	82k	50.57	View chart
Ishares Tr Core 40/60 Moder (AOM)	2.9	$4.1M	+2%	82k	49.89	View chart
Spdr Series Trust State Street Spd (BIL)	2.9	$4.1M	-27%	45k	91.63	View chart
Ishares Tr Core 30/70 Conse (AOK)	2.9	$4.0M	NEW	96k	41.48	View chart
Western Digital (WDC)	2.9	$4.0M	+7%	6.2k	638.72	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.9	$4.0M	+2%	40k	100.16	View chart
Micron Technology (MU)	2.8	$3.9M	+238%	3.4k	1154.44	View chart
Advanced Micro Devices (AMD)	2.3	$3.3M	NEW	5.6k	580.91	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.3	$3.2M	+148%	27k	117.02	View chart
Intel Corporation (INTC)	2.2	$3.1M	NEW	22k	139.63	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.9	$2.6M		23k	117.09	View chart
Spdr Series Trust State Street Spd (SPYG)	1.8	$2.5M	NEW	21k	118.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.7	$2.4M	NEW	3.2k	763.14	View chart
Spdr Series Trust State Street Spd (BILS)	1.6	$2.3M	-7%	23k	99.48	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.6	$2.2M	NEW	17k	127.81	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$2.1M	-16%	24k	90.10	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.4	$2.0M	-26%	24k	85.46	View chart
Ishares Tr U S Equity Factr (LRGF)	1.3	$1.9M	NEW	25k	75.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$1.9M	+317%	55k	33.84	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$1.9M	+890%	16k	119.52	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	1.3	$1.9M	+197%	11k	168.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.9M	+7%	2.7k	686.81	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.3	$1.8M	-3%	13k	139.87	View chart
Vanguard World Industrial Etf (VIS)	1.2	$1.7M	-12%	4.8k	360.40	View chart
ON Semiconductor (ON)	1.2	$1.7M	NEW	18k	94.54	View chart
Vanguard World Health Car Etf (VHT)	1.2	$1.6M	-7%	5.5k	299.03	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$1.6M	+19%	35k	46.15	View chart
Ishares Tr Esg Optimized (SUSA)	1.2	$1.6M	NEW	11k	154.30	View chart
Vanguard World Energy Etf (VDE)	1.2	$1.6M	-12%	11k	150.13	View chart
Vanguard World Materials Etf (VAW)	1.1	$1.6M	-8%	6.9k	228.80	View chart
Vanguard World Utilities Etf (VPU)	1.1	$1.5M	-9%	7.9k	195.73	View chart
Vanguard World Mega Grwth Ind (MGK)	1.1	$1.5M	NEW	17k	87.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$1.5M	-6%	16k	96.43	View chart
Vanguard World Comm Srvc Etf (VOX)	1.1	$1.5M	+28%	8.1k	183.96	View chart
Vanguard World Consum Stp Etf (VDC)	1.0	$1.4M	-8%	6.4k	225.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$1.4M	+15%	15k	93.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.3M	NEW	6.1k	219.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$1.3M	-9%	16k	77.91	View chart
Comfort Systems USA (FIX)	0.9	$1.2M	NEW	604.00	1981.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$1.1M	-5%	12k	96.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$1.1M	+68%	7.0k	161.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.7	$1.0M	-9%	2.6k	396.63	View chart
J.B. Hunt Transport Services (JBHT)	0.7	$1.0M	NEW	3.6k	289.43	View chart
Vanguard World Financials Etf (VFH)	0.7	$1.0M	-9%	7.7k	131.60	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$922k	+18%	18k	50.60	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$887k	-8%	13k	68.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$877k	-9%	11k	76.70	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$726k	+6%	14k	50.39	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$697k	NEW	3.4k	206.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$697k	NEW	946.00	736.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$693k	+96%	8.0k	86.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$689k		16k	44.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$658k	-7%	9.0k	73.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$602k	NEW	4.9k	124.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$579k	-25%	12k	50.23	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$575k	-2%	4.9k	117.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$555k		3.3k	170.14	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$534k	NEW	5.2k	103.22	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$530k	-9%	10k	52.60	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$524k	-2%	7.2k	72.28	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$514k	-4%	9.4k	54.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$487k	NEW	13k	36.87	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$479k	+7%	1.9k	246.21	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$444k	NEW	3.6k	122.29	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$415k	-10%	9.1k	45.76	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$397k	+61%	8.2k	48.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$378k	+22%	7.5k	50.58	View chart
NVIDIA Corporation (NVDA)	0.3	$367k		1.8k	200.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$331k	-34%	4.2k	79.03	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$327k	-35%	11k	30.85	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$325k	-35%	5.6k	58.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$315k	NEW	1.3k	236.62	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$297k		11k	26.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$277k	NEW	3.4k	81.06	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$258k	NEW	2.2k	114.89	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$238k	+7%	4.6k	51.78	View chart
Apple (AAPL)	0.2	$225k	NEW	778.00	289.36	View chart
Marvell Technology (MRVL)	0.2	$221k	NEW	741.00	297.89	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$204k	-9%	2.2k	92.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$203k	NEW	569.00	357.37	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 Q2 filed Aug. 11, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z