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CIK: 0002034214
Total reported value
$139.2M
$139.2M
78 檔
15.6%
In Q4 2025, Hershey Financial Advisers, LLC's U.S. equity holdings reached a combined market value of $139.2M, distributed across 78 disclosed stock positions.
Hershey Financial Advisers, LLC executed strategic sector rebalancing during Q4 2025, establishing 25 new positions while fully exiting 22 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.21% | -0.14% | +2208.82% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.69% | -0.40% | -3.23% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.66% | -1.95% | -16.79% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.50% | +2.99% | NEW | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.34% | — | — | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.34% | -3.27% | EXIT | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.29% | — | +6.33% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.26% | — | +6.35% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.06% | +0.10% | — | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.90% | -0.49% | -24.55% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 1.64% | +0.10% | -3.64% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.59% | +2.54% | — | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 1.58% | -0.22% | +32.90% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.58% | +0.39% | -4.43% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.58% | — | — | |
| 16 | VIS | Vanguard Industrials ETF | ETF-Other | 1.52% | -0.23% | -3.73% | |
| 17 | VFH | Vanguard Financials ETF | ETF-Other | 1.52% | -0.16% | -3.48% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.51% | -0.15% | -3.58% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.50% | -0.38% | -3.69% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.48% | — | +56.72% | |
| 21 | VAW | Vanguard Materials ETF | ETF-Other | 1.45% | -0.34% | -3.47% | |
| 22 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.45% | +1.34% | NEW | |
| 23 | VDE | Vanguard Energy ETF | ETF-Other | 1.43% | -0.67% | -3.37% | |
| 24 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.43% | — | -2.29% | |
| 25 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.43% | — | +3.02% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.43% | -0.18% | — | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.42% | — | — | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 1.41% | +1.66% | -42.46% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.39% | -0.30% | — | |
| 30 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.39% | — | — | |
| 31 | DG | Dollar General CORP | Stock-Consumer Staples | 1.38% | — | — | |
| 32 | ALB | Albemarle CORP | Stock-Materials | 1.38% | -1.87% | EXIT | |
| 33 | ALGN | Align Technology Inc | Stock-Healthcare | 1.36% | -1.58% | EXIT | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.35% | -0.31% | -3.25% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.04% | +14.58% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.26% | — | +62.92% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.16% | — | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.12% | +0.23% | NEW | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.04% | — | — | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.04% | -0.21% | -13.58% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.03% | -0.20% | -13.59% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.99% | +0.97% | NEW | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | -0.20% | -3.46% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -1.06% | EXIT | |
| 46 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.96% | +0.38% | NEW | |
| 47 | VONE | Vanguard Russell 1000 | ETF-Other | 0.94% | — | — | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.93% | -0.01% | +4.96% | |
| 49 | FDG | American Century Focused Dyn | ETF-Other | 0.93% | — | — | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.91% | — | — |
According to official SEC Form 13F filings, Hershey Financial Advisers, LLC reported a total U.S. public equity portfolio value of $139.2M across 78 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 BND, BOXX, BIL) accounted for 15.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VNLA
市值: $4.1M
Top Position Liquidated / Trimmed
ICVT
前期市值: $4.5M
During Q4 2025, Hershey Financial Advisers, LLC's top holdings by market value included BND (4.2%)、BOXX (3.7%)、BIL (3.7%). The largest single position, BND, represented 4.2% of total portfolio value.
In Q4 2025, Hershey Financial Advisers, LLC made 50 total portfolio adjustments, initiating 25 new buys, adding to 1 positions, trimming 2 holdings, and fully liquidating 22 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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