§ 13F · FUND PROFILE
Hapanowicz & Associates Financial Services, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.0T (13F)Positions · 34Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 519K | $63.2T | 24.8% | −1% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | 610K | $56.3T | 22.1% | +1% |
| 3 | SPY | SPDR S&P 500 ETF TR | 57K | $38.8T | 15.2% | +2% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 1.34M | $33.5T | 13.1% | — |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 87K | $19.0T | 7.5% | +2% |
| 6 | VOT | VANGUARD INDEX FDS | 29K | $8.2T | 3.2% | +1% |
| 7 | VONE | VANGUARD SCOTTSDALE FDS | 22K | $6.9T | 2.7% | +6% |
| 8 | FYX | FIRST TR EXCHANGE-TRADED ALP | 46K | $5.2T | 2.0% | −2% |
| 9 | ACWX | ISHARES TR | 71K | $4.8T | 1.9% | −7% |
| 10 | IWS | ISHARES TR | 24K | $3.4T | 1.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAPANOWICZ SIGNAL
AC read
Hapanowicz & Associates Financial Services, Inc is a Other fund managing $198012.4 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed