Hapanowicz & Associates Financial Services, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Hapanowicz & Associates Financial Services, Inc held in its portfolio 34 assets valued at $255,190,179 (i.e. $255.19M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($63.20M), VANGUARD SCOTTSDALE FDS ($56.31M), and SPDR S&P 500 ETF TR ($38.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hapanowicz & Associates Financial Services, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 519106 | 63200704 | VNG RUS1000GRW |
| VANGUARD SCOTTSDALE FDS | 610117 | 56313678 | VNG RUS1000VAL |
| SPDR S&P 500 ETF TR | 56967 | 38847557 | TR UNIT |
| SCHWAB STRATEGIC TR | 1336122 | 33509924 | INT-TRM U.S TRES |
| VANGUARD SPECIALIZED FUNDS | 86592 | 19031748 | DIV APP ETF |
| VANGUARD INDEX FDS | 29468 | 8226661 | MCAP GR IDXVIP |
| VANGUARD SCOTTSDALE FDS | 22482 | 6948273 | VNG RUS1000IDX |
| FIRST TR EXCHANGE-TRADED ALP | 46231 | 5230560 | COM SHS |
| ISHARES TR | 71273 | 4784470 | MSCI ACWI EX US |
| ISHARES TR | 24364 | 3436702 | RUS MDCP VAL ETF |
| NEW YORK LIFE INVTS ACTIVE E | 61704 | 1501258 | NYLI MACKAY MUN |
| ISHARES TR | 15152 | 1458732 | RUS MID CAP ETF |
| SPDR DOW JONES INDL AVERAGE | 3029 | 1455646 | UT SER 1 |
| NVIDIA CORPORATION | 7598 | 1417028 | COM |
| APPLE INC | 4286 | 1165192 | COM |
| ALPHABET INC | 3142 | 983446 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1424 | 715774 | CL B NEW |
| TESLA INC | 1453 | 653444 | COM |
| PNC FINL SVCS GROUP INC | 2976 | 621180 | COM |
| SPDR GOLD TR | 1551 | 614676 | GOLD SHS |
| MICROSOFT CORP | 1261 | 609846 | COM |
| ALPHABET INC | 1890 | 593082 | CAP STK CL C |
| LOCKHEED MARTIN CORP | 1217 | 588626 | COM |
| META PLATFORMS INC | 781 | 515531 | CL A |
| AMAZON COM INC | 1946 | 449175 | COM |
| APPLIED MATLS INC | 1577 | 405273 | COM |
| JPMORGAN CHASE & CO. | 850 | 273888 | COM |
| VERIZON COMMUNICATIONS INC | 6398 | 260593 | COM |
| VANGUARD INTL EQUITY INDEX F | 1779 | 250946 | TT WRLD ST ETF |
| MCDONALDS CORP | 820 | 250616 | COM |
| CISCO SYS INC | 3023 | 232862 | COM |
| VANGUARD INDEX FDS | 672 | 225330 | TOTAL STK MKT |
| EQT CORP | 4000 | 214400 | COM |
| FEDEX CORP | 704 | 203358 | COM |
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