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CIK: 0001695959
Total reported value
$321.5M
$321.5M
31 檔
64.6%
The Q1 2026 SEC filing reveals that Hapanowicz & Associates Financial Services, Inc held a total portfolio value of $321.5M, covering 31 public equity positions.
Hapanowicz & Associates Financial Services, Inc executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 4 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 23.03% | -1.92% | +1.71% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 22.96% | -2.63% | +0.93% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.21% | -1.47% | +3.24% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 13.84% | -3.12% | +4.57% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.58% | -0.98% | +2.40% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.12% | -0.20% | +3.54% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 2.59% | -0.33% | -1.85% | |
| 8 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 2.02% | -0.15% | -8.11% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.72% | -0.27% | -11.19% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.28% | -0.16% | -9.50% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.93% | -0.14% | +56.52% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.57% | -0.08% | -2.53% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.56% | -0.07% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.06% | +245.38% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.02% | +142.91% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.42% | -0.06% | -3.55% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.03% | -34.94% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.01% | -5.54% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | -0.10% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | +0.04% | +9.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.05% | -3.16% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 0.24% | -0.01% | -0.91% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.03% | +0.21% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.21% | +0.14% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.04% | +2.56% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.04% | -12.69% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | -0.05% | +6.97% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.03% | +3.41% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 0.10% | -0.03% | +1.28% | |
| 30 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.10% | -0.02% | — | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | -0.01% | -3.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONV | Vanguard Russell 1000 Value | +0.9% | +0.93% | Add |
| 2 | SCHR | Schwab Intermediate-term US | +0.7% | +4.57% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +245.38% | Add |
| 4 | MMIT | Nyli Mackay Muni Intrm ETF | +0.3% | +56.52% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +142.91% | Add |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.40% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 8 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 9 | GLD | Spdr Gold Shares | +0.1% | +9.28% | Add |
| 10 | VZ | Verizon Communications Inc | 0% | +6.97% | Add |
| 11 | FDX | Fedex CORP | 0% | +1.28% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | — | -2.53% | Trim |
| 13 | MCD | Mcdonald's CORP | — | +3.41% | Add |
| 14 | PNC | Pnc Financial Services Group | — | -0.91% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.24% | Add |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 17 | VT | Vanguard Tot World Stk ETF | 0% | -3.32% | Trim |
| 18 | META | Meta Platforms Inc-class A | 0% | +2.56% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.16% | Trim |
| 20 | FYX | First Trust Small Cap Core A | 0% | -8.11% | Trim |
| 21 | AAPL | Apple Inc | 0% | -3.55% | Trim |
| 22 | TSLA | Tesla Inc | 0% | +0.21% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.54% | Trim |
| 24 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -9.50% | Trim |
| 25 | MSFT | Microsoft CORP | -0.1% | -12.69% | Trim |
| 26 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | +3.54% | Add |
| 27 | VONE | Vanguard Russell 1000 | -0.1% | -1.85% | Trim |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -11.19% | Trim |
| 29 | NVDA | Nvidia CORP | -0.2% | -34.94% | Trim |
| 30 | VONG | Vanguard Russell 1000 Growth | -1.7% | +1.71% | Add |
| 31 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 32 | TAFI | AB Tax Aware Short Dur Muni | — | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 34 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 35 | EQT | Eqt CORP | — | EXIT | Sold out |
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 31 disclosed positions in Q1 2026.
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 64.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
TAFI
市值: $247.4K
Top Position Liquidated / Trimmed
JPM
前期市值: $273.9K
During Q1 2026, Hapanowicz & Associates Financial Services, Inc's top holdings by market value included VONG (23.0%)、VONV (23.0%)、SPY (15.2%). The largest single position, VONG, represented 23.0% of total portfolio value.
In Q1 2026, Hapanowicz & Associates Financial Services, Inc made 32 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 4 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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