13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001695959
Total reported value
$321.5M
$321.5M
34 檔
65.6%
In Q4 2025, Hapanowicz & Associates Financial Services, Inc's U.S. equity holdings reached a combined market value of $321.5M, distributed across 34 disclosed stock positions.
Hapanowicz & Associates Financial Services, Inc executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 24.77% | -1.92% | -1.45% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 22.07% | -2.63% | +0.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.22% | -1.47% | +1.58% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 13.13% | -3.12% | +5011.02% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.46% | -0.98% | +1.70% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.22% | -0.20% | +1.44% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 2.72% | -0.33% | +6.07% | |
| 8 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 2.05% | -0.15% | -2.08% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.87% | -0.27% | -7.19% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.35% | -0.16% | -1.29% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.59% | -0.14% | — | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.57% | -0.08% | +2.73% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.57% | -0.07% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.03% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.06% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.05% | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.03% | -20.77% | |
| 19 | PNC | Pnc Financial Services Group | Stock-Financials | 0.24% | -0.01% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | +0.04% | -1.77% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.04% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.02% | — | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.10% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.04% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.06% | — | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.14% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.06% | NEW | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.10% | -0.05% | +4.15% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | -0.01% | +1.72% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.03% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.08% | NEW | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | +0.07% | NEW | |
| 33 | EQT | Eqt CORP | Stock-Energy | 0.08% | — | — | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.08% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +12.8% | +5011.02% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 3 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 4 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 5 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 6 | VT | Vanguard Tot World Stk ETF | 0% | +1.72% | Add |
| 7 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 8 | GLD | Spdr Gold Shares | 0% | -1.77% | Trim |
| 9 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 10 | VTI | Vanguard Total Stock Mkt ETF | 0% | -8.32% | Trim |
| 11 | VZ | Verizon Communications Inc | 0% | +4.15% | Add |
| 12 | EQT | Eqt CORP | 0% | — | Unchanged |
| 13 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 14 | AAPL | Apple Inc | 0% | — | Unchanged |
| 15 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 16 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 18 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 19 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | — | Unchanged |
| 21 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +2.73% | Add |
| 22 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 23 | TSLA | Tesla Inc | -0.1% | -20.77% | Trim |
| 24 | VONE | Vanguard Russell 1000 | -0.2% | +6.07% | Add |
| 25 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -1.29% | Trim |
| 26 | FYX | First Trust Small Cap Core A | -0.3% | -2.08% | Trim |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | -0.4% | -7.19% | Trim |
| 28 | VOT | Vanguard Mid-cap Growth ETF | -0.7% | +1.44% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | -1% | +1.70% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | +1.58% | Add |
| 31 | VONV | Vanguard Russell 1000 Value | -2.9% | +0.85% | Add |
| 32 | VONG | Vanguard Russell 1000 Growth | -4.5% | -1.45% | Trim |
| 33 | MMIT | Nyli Mackay Muni Intrm ETF | — | NEW | New buy |
| 34 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 35 | T | At&t Inc | — | EXIT | Sold out |
| 36 | FDX | Fedex CORP | — | 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 Q4 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 65.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
MMIT
市值: $1.5M
Top Position Liquidated / Trimmed
UPS
前期市值: $393.8K
During Q4 2025, Hapanowicz & Associates Financial Services, Inc's top holdings by market value included VONG (24.8%)、VONV (22.1%)、SPY (15.2%). The largest single position, VONG, represented 24.8% of total portfolio value.
In Q4 2025, Hapanowicz & Associates Financial Services, Inc made 20 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.