Hapanowicz & Associates Financial Services, Inc

Est. AUM

$251.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$57.9M	527960	23.03%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$57.7M	615768	22.96%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$38.2M	58812	15.21%	SOLE
4	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$34.8M	1397138	13.84%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$19.1M	88671	7.58%	SOLE
6	VANGUARD INDEX FDS	MCAP GR IDXVIP	$7.9M	30511	3.12%	SOLE
7	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$6.5M	22067	2.59%	SOLE
8	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$5.1M	42480	2.02%	SOLE
9	ISHARES TR	MSCI ACWI EX US	$4.3M	63296	1.72%	SOLE
10	ISHARES TR	RUS MDCP VAL ETF	$3.2M	22050	1.28%	SOLE
11	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.3M	96580	0.93%	SOLE
12	ISHARES TR	RUS MID CAP ETF	$1.4M	14769	0.57%	SOLE
13	STATE STR SPDR DOW JONES IND	UT SER 1	$1.4M	3029	0.56%	SOLE
14	AMAZON COM INC	COM	$1.4M	6721	0.56%	SOLE
15	ALPHABET INC	CAP STK CL C	$1.3M	4591	0.52%	SOLE
16	APPLE INC	COM	$1.0M	4134	0.42%	SOLE
17	NVIDIA CORPORATION	COM	$862K	4943	0.34%	SOLE
18	ALPHABET INC	CAP STK CL A	$853K	2968	0.34%	SOLE
19	LOCKHEED MARTIN CORP	COM	$736K	1217	0.29%	SOLE
20	SPDR GOLD TR	GOLD SHS	$729K	1695	0.29%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$661K	1379	0.26%	SOLE
22	PNC FINL SVCS GROUP INC	COM	$614K	2949	0.24%	SOLE
23	TESLA INC	COM	$541K	1456	0.22%	SOLE
24	APPLIED MATLS INC	COM	$539K	1577	0.21%	SOLE
25	META PLATFORMS INC	CL A	$458K	801	0.18%	SOLE
26	MICROSOFT CORP	COM	$408K	1101	0.16%	SOLE
27	VERIZON COMMUNICATIONS INC	COM	$344K	6844	0.14%	SOLE
28	MCDONALDS CORP	COM	$264K	848	0.11%	SOLE
29	FEDEX CORP	COM	$254K	713	0.10%	SOLE
30	AB ACTIVE ETFS INC	TAX AWARE SHRT	$247K	9827	0.10%	SOLE
31	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$238K	1720	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.