Hershey Financial Advisers, LLC

Est. AUM

$115.8M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	50884	4.02%	SOLE
2	ISHARES TR	0-5 YR TIPS ETF	$3.9M	37673	3.37%	SOLE
3	GOLDMAN SACHS ETF TR	ACCES TREASURY	$3.9M	38724	3.35%	SOLE
4	ISHARES TR	TRS FLT RT BD	$3.8M	74870	3.27%	SOLE
5	ISHARES TR	CORE 40/60 MODER	$3.8M	79809	3.27%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	34323	2.72%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	SHS	$2.9M	56470	2.48%	SOLE
8	EA SERIES TRUST	ALPHA ARCH 1-3	$2.7M	22872	2.30%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	24374	2.09%	SOLE
10	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$2.2M	31956	1.87%	SOLE
11	ALBEMARLE CORP	COM	$2.2M	12058	1.87%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.1M	28305	1.84%	SOLE
13	ALIGN TECHNOLOGY INC	COM	$1.8M	10655	1.58%	SOLE
14	APA CORPORATION	COM	$1.8M	42287	1.55%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4097	1.55%	SOLE
16	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.6M	13231	1.39%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$1.6M	12697	1.39%	SOLE
18	ISHARES TR	CORE UNIVRSL USD	$1.4M	29677	1.18%	SOLE
19	J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.4M	10367	1.17%	SOLE
20	FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$1.2M	18727	1.04%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.2M	12505	1.00%	SOLE
22	WISDOMTREE TR	US HIGH DIVIDEND	$1.1M	10197	0.96%	SOLE
23	HARBOR ETF TRUST	HARBOR COMMODITY	$860K	27719	0.74%	SOLE
24	ISHARES TR	CORE INTL AGGR	$768K	15345	0.66%	SOLE
25	VANGUARD BD INDEX FDS	SHORT TRM BOND	$716K	9131	0.62%	SOLE
26	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$712K	9670	0.61%	SOLE
27	SPDR INDEX SHS FDS	STATE STREET SPD	$617K	13512	0.53%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$614K	15793	0.53%	SOLE
29	PIMCO ETF TR	INTER MUN BD ACT	$534K	10229	0.46%	SOLE
30	ISHARES TR	MSCI USA MMENTM	$534K	2225	0.46%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$533K	9848	0.46%	SOLE
32	ISHARES TR	S&P MC 400GR ETF	$506K	5029	0.44%	SOLE
33	ISHARES TR	RUS TP200 GR ETF	$502K	2016	0.43%	SOLE
34	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$469K	4184	0.41%	SOLE
35	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$468K	3720	0.40%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$466K	3215	0.40%	SOLE
37	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$456K	7436	0.39%	SOLE
38	PIMCO ETF TR	MUNI INCOME OPP	$432K	9570	0.37%	SOLE
39	VANGUARD MUN BD FDS	TAX EXEMPT BD	$304K	6099	0.26%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	SHS	$241K	5118	0.21%	SOLE
41	PIMCO ETF TR	MULTISECTOR BD	$225K	8573	0.19%	SOLE
42	MICROSOFT CORP	COM	$224K	604	0.19%	SOLE
43	NVIDIA CORPORATION	COM	$202K	1159	0.17%	SOLE
44	SPDR INDEX SHS FDS	STATE STREET SPD	$200K	4269	0.17%	SOLE
45	PIMCO ETF TR	ACTIVE BD ETF	$130K	1410	0.11%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$29K	49	0.03%	SOLE
47	VANGUARD WORLD FD	UTILITIES ETF	$27K	134	0.02%	SOLE
48	VANGUARD WORLD FD	COMM SRVC ETF	$27K	148	0.02%	SOLE
49	VANGUARD WORLD FD	INDUSTRIAL ETF	$26K	82	0.02%	SOLE
50	VANGUARD INDEX FDS	REAL ESTATE ETF	$24K	275	0.02%	SOLE

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