Hapanowicz & Associates Financial Services, Inc 13F Holdings

CIK 0001695959 · PITTSBURGH, PA

As of Sep 30, 2025, Hapanowicz & Associates Financial Services, Inc reported 34 positions worth $216.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—526,745$63.5M29.30%
VANGUARD RUSSELL 1000 VALUE INDEX FUNDVONV—604,945$54.1M24.96%
SPDR S&P 500 ETF TRUSTSPY—56,083$37.4M17.25%
VANGUARD DIVIDEND APPREC ETFVIG—85,143 8.4M8.48%
VANGUARD MID-CAP GROWTH ETFVOT—29,051$8.5M3.94%
VANGUARD RUSSELL 1000 INDEX FUNDVONE—21,196$6.4M2.96%
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDFYX—47,212$5.1M2.38%
ISHARES MSCI ACWI EX US ETFACWX—76,798$5.0M2.30%
ISHARES RUSSELL MID-CAP VALUE ETFIWS—24,682$3.4M1.59%
ISHARES RUSSELL MID-CAP ETFIWR—14,750 .4M0.66%
NVIDIA CORPNVDATechnology7,598 .4M0.65%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—3,029 .4M0.65%
APPLE INCAAPLTechnology4,286 .1M0.50%
TESLA INCTSLAConsumer Cyclical1,834$815.6K0.38%
ALPHABET INCGOOGLEquity3,142$763.8K0.35%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,424$715.9K0.33%
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSCHR—26,142$656.9K0.30%
MICROSOFT CORPMSFTTechnology1,261$653.1K0.30%
LOCKHEED MARTIN CORPLMTIndustrials1,217$607.5K0.28%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services2,976$598.0K0.28%
META PLATFORMS INCMETACommunication Services781$573.6K0.26%
SPDR GOLD TRUSTGQ9—1,579$561.3K0.26%
ALPHABET INCGOOGEquity1,890$460.3K0.21%
AMAZON.COM INCAMZNEquity1,946$427.3K0.20%
UNITED PARCEL SERVICE INCUPSIndustrials4,715$393.8K0.18%