Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services as of Dec. 31, 2025

Portfolio Holdings for Hapanowicz & Associates Financial Services

Hapanowicz & Associates Financial Services holds 34 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 Scottsdale Fds Vng Rus1000grw (VONG) 24.8 $63M 519k 121.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 22.1 $56M 610k 92.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.2 $39M 57k 681.93
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.1 $34M 1.3M 25.08
Vanguard Specialized Funds Div App Etf (VIG) 7.5 $19M 87k 219.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.2 $8.2M 30k 279.17
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.7 $6.9M 23k 309.06
First Tr Exchange-traded A Com Shs (FYX) 2.0 $5.2M 46k 113.14
Ishares Tr Msci Acwi Ex Us (ACWX) 1.9 $4.8M 71k 67.13
Ishares Tr Rus Mdcp Val Etf (IWS) 1.3 $3.4M 24k 141.06
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.6 $1.5M 62k 24.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.5M 15k 96.27
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.5M 3.0k 480.57
NVIDIA Corporation (NVDA) 0.6 $1.4M 7.6k 186.50
Apple (AAPL) 0.5 $1.2M 4.3k 271.86
Alphabet Cap Stk Cl A (GOOGL) 0.4 $983k 3.1k 313.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $716k 1.4k 502.65
Tesla Motors (TSLA) 0.3 $653k 1.5k 449.72
PNC Financial Services (PNC) 0.2 $621k 3.0k 208.73
Spdr Gold Tr Gold Shs (GLD) 0.2 $615k 1.6k 396.31
Microsoft Corporation (MSFT) 0.2 $610k 1.3k 483.62
Alphabet Cap Stk Cl C (GOOG) 0.2 $593k 1.9k 313.80
Lockheed Martin Corporation (LMT) 0.2 $589k 1.2k 483.67
Meta Platforms Cl A (META) 0.2 $516k 781.00 660.09
Amazon (AMZN) 0.2 $449k 1.9k 230.82
Applied Materials (AMAT) 0.2 $405k 1.6k 256.99
JPMorgan Chase & Co. (JPM) 0.1 $274k 850.00 322.22
Verizon Communications (VZ) 0.1 $261k 6.4k 40.73
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $251k 1.8k 141.06
McDonald's Corporation (MCD) 0.1 $251k 820.00 305.63
Cisco Systems (CSCO) 0.1 $233k 3.0k 77.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k 672.00 335.31
EQT Corporation (EQT) 0.1 $214k 4.0k 53.60
FedEx Corporation (FDX) 0.1 $203k 704.00 288.86