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CIK: 0001695959
Total reported value
$321.5M
$321.5M
32 檔
46.5%
As reported in its official Q1 2025 Form 13F filing, Hapanowicz & Associates Financial Services, Inc's tracked investment portfolio stood at $321.5M with 32 total positions.
In Q1 2025, Hapanowicz & Associates Financial Services, Inc displayed an active expansion posture, initiating 32 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONV | Vanguard Russell 1000 Value | ETF-Other | 26.86% | -2.63% | +2.69% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 26.63% | -1.92% | +2.23% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.02% | -1.47% | +9.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.98% | -0.98% | +3.49% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.81% | -0.20% | +2.81% | |
| 6 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 3.53% | -0.15% | -71.68% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 2.43% | -0.33% | +1.74% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.21% | -0.27% | +3.38% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.77% | -0.16% | -9.55% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.11% | -0.08% | +6.06% | |
| 11 | AVDX | Avidxchange Holdings Inc | Stock-Other | 0.93% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.06% | +18.78% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.05% | — | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 0.33% | -0.01% | +14.97% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.01% | -15.84% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.30% | — | — | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.30% | -0.10% | +0.91% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | +33.90% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.04% | +60.25% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.06% | +33.39% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | +0.04% | +0.74% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.03% | +25.27% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | -0.02% | -47.96% | |
| 24 | FDX | Fedex CORP | Stock-Industrials | 0.16% | -0.03% | +34.52% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | -0.03% | — | |
| 27 | MFC | Manulife Financial CORP | Stock-Financials | 0.13% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.07% | NEW | |
| 29 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 30 | EQT | Eqt CORP | Stock-Energy | 0.12% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.06% | NEW | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONV | Vanguard Russell 1000 Value | — | NEW | New buy |
| 2 | VONG | Vanguard Russell 1000 Growth | — | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 4 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 5 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 6 | FYX | First Trust Small Cap Core A | — | NEW | New buy |
| 7 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 9 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 10 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 11 | AVDX | Avidxchange Holdings Inc | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 17 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 21 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 22 | TSLA | Tesla Inc | — | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 24 | FDX | Fedex CORP | — | NEW | New buy |
| 25 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 26 | NVDA | Nvidia CORP | — | NEW | New buy |
| 27 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 29 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 30 | EQT | Eqt CORP | — | NEW | New buy |
| 31 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 32 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Hapanowicz & Associates Financial Services, Inc reported a total U.S. public equity portfolio value of $321.5M across 32 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VONV, VONG, SPY) accounted for 46.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VONV
市值: $48.2M
During Q1 2025, Hapanowicz & Associates Financial Services, Inc's top holdings by market value included VONV (26.9%)、VONG (26.6%)、SPY (17.0%). The largest single position, VONV, represented 26.9% of total portfolio value.
In Q1 2025, Hapanowicz & Associates Financial Services, Inc made 32 total portfolio adjustments, initiating 32 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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