Hershey Financial Advisers, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Hershey Financial Advisers, LLC held in its portfolio 75 assets valued at $118,309,350 (i.e. $118.31M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($15.26M), VANGUARD BD INDEX FDS ($4.98M), and EA SERIES TRUST ($4.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hershey Financial Advisers, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 237500 | 15262386 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 67279 | 4983355 | TOTAL BND MRKT |
| EA SERIES TRUST | 37950 | 4368045 | ALPHA ARCH 1-3 |
| JANUS DETROIT STR TR | 84254 | 4140241 | HENDRSN SHRT ETF |
| VANGUARD SCOTTSDALE FDS | 65971 | 3953634 | INTER TERM TREAS |
| ISHARES TR | 78206 | 3946275 | TRS FLT RT BD |
| ISHARES TR | 40100 | 3856016 | 7-10 YR TRSY BD |
| VANGUARD WORLD FD | 10050 | 1946040 | COMM SRVC ETF |
| MICRON TECHNOLOGY INC | 6605 | 1885255 | COM |
| VANGUARD WORLD FD | 6499 | 1870814 | HEALTH CAR ETF |
| VANGUARD WORLD FD | 2478 | 1867888 | INF TECH ETF |
| ISHARES TR | 21639 | 1866364 | MSCI EAFE MIN VL |
| VANGUARD WORLD FD | 6041 | 1802573 | INDUSTRIAL ETF |
| VANGUARD WORLD FD | 13443 | 1794462 | FINANCIALS ETF |
| VANGUARD WORLD FD | 4547 | 1791192 | CONSUM DIS ETF |
| VANGUARD WORLD FD | 9560 | 1768943 | UTILITIES ETF |
| ISHARES TR | 13556 | 1746380 | ESG MSCI KLD 400 |
| VANGUARD WORLD FD | 8292 | 1721080 | MATERIALS ETF |
| ISHARES TR | 24744 | 1717976 | U S EQUITY FACTR |
| VANGUARD WORLD FD | 13466 | 1695647 | ENERGY ETF |
| WISDOMTREE TR | 23882 | 1692279 | US LARGECAP FUND |
| FIDELITY COVINGTON TRUST | 22335 | 1688303 | QLTY FCTOR ETF |
| ISHARES TR | 17906 | 1686029 | MSCI USA MIN VOL |
| EXPEDIA GROUP INC | 5938 | 1682295 | COM NEW |
| APPLIED MATLS INC | 6476 | 1664268 | COM |
| INVESCO EXCHANGE TRADED FD T | 21971 | 1648924 | S&P500 QUALITY |
| DOLLAR TREE INC | 13380 | 1645874 | COM |
| DOLLAR GEN CORP NEW | 12310 | 1634398 | COM |
| ALBEMARLE CORP | 11506 | 1627408 | COM |
| ALIGN TECHNOLOGY INC | 10282 | 1605534 | COM |
| VANGUARD WORLD FD | 7559 | 1596858 | CONSUM STP ETF |
| ELI LILLY & CO | 1464 | 1573332 | COM |
| VANGUARD INDEX FDS | 2436 | 1527689 | S&P 500 ETF SHS |
| TESLA INC | 3317 | 1491721 | COM |
| ISHARES TR | 4013 | 1376339 | S&P 100 ETF |
| VANGUARD SPECIALIZED FUNDS | 6026 | 1324394 | DIV APP ETF |
| PROSHARES TR | 11817 | 1229839 | S&P 500 DV ARIST |
| VANGUARD BD INDEX FDS | 15746 | 1226299 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 17454 | 1213402 | LONG TERM BOND |
| ISHARES TR | 5915 | 1174837 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 13116 | 1160624 | REAL ESTATE ETF |
| RTX CORPORATION | 6224 | 1141482 | COM |
| FIDELITY COMWLTH TR | 12424 | 1135554 | NASDAQ COMPSIT |
| VANGUARD SCOTTSDALE FDS | 3607 | 1114568 | VNG RUS1000IDX |
| ISHARES TR | 23742 | 1104952 | CORE UNIVRSL USD |
| AMERICAN CENTY ETF TR | 8636 | 1095433 | FOCUSED DYNAMIC |
| VANGUARD WORLD FD | 4296 | 1079026 | MEGA CAP INDEX |
| VANGUARD BD INDEX FDS | 13456 | 1060467 | SHORT TRM BOND |
| INVESCO EXCHANGE TRADED FD T | 8259 | 1049801 | LARGE CAP GROWTH |
| J P MORGAN EXCHANGE TRADED F | 16475 | 1040860 | US QUALTY FCTR |
| FIRST TR EXCHANGE-TRADED FD | 23490 | 1010885 | SSI STRG ETF |
| ISHARES TR | 9128 | 949719 | MORNINGSTAR GRWT |
| DIMENSIONAL ETF TRUST | 16115 | 637993 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 23174 | 607854 | US BRD MKT ETF |
| SPDR INDEX SHS FDS | 13538 | 601223 | PORTFOLIO DEVLPD |
| ISHARES TR | 11994 | 599820 | CORE INTL AGGR |
| FIRST TR EXCHANGE-TRADED FD | 13240 | 587066 | SHS |
| INVESCO EXCHANGE TRADED FD T | 9845 | 583612 | S&P 500 TOP 50 |
| ISHARES TR | 850 | 582199 | CORE S&P500 ETF |
| ISHARES TR | 3454 | 580065 | CORE S&P US GWT |
| ISHARES TR | 2114 | 529155 | MSCI USA MMENTM |
| NVIDIA CORPORATION | 2782 | 518843 | COM |
| LEGG MASON ETF INVT | 13733 | 505649 | FRANKLIN INTL LW |
| DIMENSIONAL ETF TRUST | 9110 | 494105 | GLOBAL CR ETF |
| SCHWAB STRATEGIC TR | 15066 | 491453 | US LCAP GR ETF |
| MICROSOFT CORP | 997 | 482169 | COM |
| VANGUARD INDEX FDS | 1519 | 478297 | LARGE CAP ETF |
| PRINCIPAL EXCHANGE TRADED FD | 6955 | 476070 | US MEGA CP ETF |
| VANGUARD MALVERN FDS | 8451 | 417986 | STRM INFPROIDX |
| VANGUARD WORLD FD | 5948 | 386679 | EXTENDED DUR |
| VANGUARD INDEX FDS | 1769 | 369934 | EXTEND MKT ETF |
| APPLE INC | 1260 | 342544 | COM |
| VANGUARD MUN BD FDS | 6090 | 306266 | TAX EXEMPT BD |
| ALPHABET INC | 886 | 277318 | CAP STK CL A |
| PIMCO ETF TR | 4104 | 215091 | INTER MUN BD ACT |
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