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CIK: 0001695959
Total reported value
$321.5M
$321.5M
34 檔
56.6%
According to the latest 13F quarterly dataset, Hapanowicz & Associates Financial Services, Inc managed an equity portfolio of $321.5M at the end of Q3 2025, spanning 34 distinct U.S. exchange-listed positions.
Hapanowicz & Associates Financial Services, Inc executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 29.30% | -1.92% | -1.05% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 24.96% | -2.63% | +2.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.25% | -1.47% | +2.25% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.48% | -0.98% | +1.86% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.94% | -0.20% | +2.62% | |
| 6 | VONE | Vanguard Russell 1000 | ETF-Other | 2.96% | -0.33% | +4.11% | |
| 7 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 2.38% | -0.15% | -0.55% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.30% | -0.27% | -5.85% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.59% | -0.16% | -0.27% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.66% | -0.08% | -2.61% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.03% | +239.50% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.65% | -0.07% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.06% | +13.48% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.03% | +11.08% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | -0.01% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.05% | — | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.30% | -3.12% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.04% | +15.79% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.10% | — | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 0.28% | -0.01% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.04% | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | +0.04% | +2.87% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.02% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.06% | — | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | — | -5.02% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | +0.14% | — | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | -0.05% | +2.30% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.06% | NEW | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.11% | -0.01% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.07% | NEW | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.10% | — | — | |
| 33 | EQT | Eqt CORP | Stock-Energy | 0.10% | — | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.10% | +0.08% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +2.7% | -1.05% | Add |
| 2 | VONE | Vanguard Russell 1000 | +0.5% | +4.11% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +239.50% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.25% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +11.08% | Add |
| 6 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +2.62% | Add |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | -5.85% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +13.48% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 11 | MSFT | Microsoft CORP | 0% | +15.79% | Add |
| 12 | GLD | Spdr Gold Shares | 0% | +2.87% | Add |
| 13 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 14 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 15 | META | Meta Platforms Inc-class A | 0% | — | Trim |
| 16 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | -22.52% | Trim |
| 18 | EQT | Eqt CORP | 0% | — | Unchanged |
| 19 | AMZN | Amazon.com Inc | 0% | — | Trim |
| 20 | PNC | Pnc Financial Services Group | -0.1% | — | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Trim |
| 22 | UPS | United Parcel Service-cl B | -0.1% | -5.02% | Trim |
| 23 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -0.27% | Trim |
| 24 | IWR | Ishares Russell Mid-cap ETF | -0.5% | -2.61% | Trim |
| 25 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +1.86% | Add |
| 26 | FYX | First Trust Small Cap Core A | -1.2% | -0.55% | Trim |
| 27 | VONV | Vanguard Russell 1000 Value | -1.9% | +2.85% | Add |
| 28 | AVDX | Avidxchange Holdings Inc | — | EXIT | Sold out |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 30 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 31 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 32 | FDX | Fedex CORP | — | EXIT | Sold out |
| 33 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 34 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 35 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 36 | MFC | Manulife Financial CORP | — | EXIT | Sold out |
| 37 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 38 | T | At&t Inc | — | NEW | New buy |
| 39 | CSCO | Cisco Systems Inc | — | 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 34 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, VONV, SPY) accounted for 56.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
DIA
市值: $1.4M
Top Position Liquidated / Trimmed
AVDX
前期市值: $1.7M
During Q3 2025, Hapanowicz & Associates Financial Services, Inc's top holdings by market value included VONG (29.3%)、VONV (25.0%)、SPY (17.3%). The largest single position, VONG, represented 29.3% of total portfolio value.
In Q3 2025, Hapanowicz & Associates Financial Services, Inc made 34 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 10 holdings, and fully liquidating 5 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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