Hapanowicz & Associates Financial Services, Inc
Q3 2026 13F filing
Updated 7 days ago38 disclosed positions worth $324.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $69.7M | 540.4K | 21.45% | — |
| 2 | V VANGUARD SCOTTSDALE FDS | $66.8M | 615.0K | 20.58% | — |
| 3 | S STATE STR SPDR S&P 500 ETF T | $45.7M | 59.9K | 14.06% | — |
| 4 | ? N/A RBB FD INC | $37.2M | 785.1K | 11.44% | — |
| 5 | S SCHWAB STRATEGIC TR | $33.7M | 1.42M | 10.37% | — |
| 6 | B VANGUARD SPECIALIZED FUNDS | $21.3M | 91.3K | 6.56% | — |
| 7 | V VANGUARD INDEX FDS | $8.5M | 29.2K | 2.63% | — |
| 8 | V VANGUARD SCOTTSDALE FDS | $7M | 20.3K | 2.15% | — |
| 9 | F FIRST TR EXCHANGE-TRADED ALP | $5.6M | 41.2K | 1.71% | — |
| 10 | E ISHARES TR | $4.7M | 61.5K | 1.43% | — |
| 11 | E ISHARES TR | $3.5M | 21.7K | 1.08% | — |
| 12 | M NYLIM ACTIVE ETF TR | $2.4M | 103.8K | 0.73% | — |
| 13 | A AMAZON COM INC | $1.7M | 6.7K | 0.52% | — |
| 14 | G ALPHABET INC | $1.5M | 4.5K | 0.48% | — |
| 15 | E ISHARES TR | $1.5M | 14.4K | 0.47% | — |
| 16 | D STATE STR SPDR DOW JONES IND | $1.5M | 3.0K | 0.47% | — |
| 17 | A APPLE INC | $1.3M | 4.0K | 0.41% | — |
| 18 | O OSHKOSH CORP | $1.3M | 10.2K | 0.40% | — |
| 19 | N NVIDIA CORPORATION | $1.1M | 5.0K | 0.35% | — |
| 20 | G SPDR GOLD TR | $1.1M | 2.9K | 0.33% | — |
| 21 | G ALPHABET INC | $1M | 3.0K | 0.31% | — |
| 22 | A APPLIED MATLS INC | $806K | 1.6K | 0.25% | — |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $687K | 1.4K | 0.21% | — |
| 24 | P PNC FINL SVCS GROUP INC | $655K | 2.9K | 0.20% | — |
| 25 | L LOCKHEED MARTIN CORP | $614K | 1.2K | 0.19% | — |
| 26 | M META PLATFORMS INC | $581K | 801 | 0.18% | — |
| 27 | M MICROSOFT CORP | $531K | 1.0K | 0.16% | — |
| 28 | T TESLA INC | $517K | 1.5K | 0.16% | — |
| 29 | V VERIZON COMMUNICATIONS INC | $309K | 6.7K | 0.10% | — |
| 30 | V VANGUARD INDEX FDS | $278K | 397 | 0.09% | — |
| 31 | V VANGUARD INTL EQUITY INDEX F | $272K | 1.7K | 0.08% | — |
| 32 | ? N/A AB ACTIVE ETFS INC | $242K | 9.8K | 0.07% | — |
| 33 | C CISCO SYS INC | $227K | 2.1K | 0.07% | — |
| 34 | E ISHARES TR | $209K | 992 | 0.06% | — |
| 35 | J JPMORGAN CHASE & CO | $206K | 624 | 0.06% | — |
| 36 | V VANGUARD INDEX FDS | $206K | 551 | 0.06% | — |
| 37 | F FEDEX CORP | $203K | 713 | 0.06% | — |
| 38 | P PHILIP MORRIS INTL INC | $202K | 1.1K | 0.06% | — |