§ 13F · FUND PROFILE
Hapanowicz & Associates Financial Services, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $217M (13F)Positions · 34Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$247K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 528K | $58M | 23.0% | +2% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | 616K | $58M | 23.0% | +1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 59K | $38M | 15.2% | +3% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 1.40M | $35M | 13.8% | +5% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 89K | $19M | 7.6% | +2% |
| 6 | VOT | VANGUARD INDEX FDS | 31K | $8M | 3.1% | +4% |
| 7 | VONE | VANGUARD SCOTTSDALE FDS | 22K | $7M | 2.6% | −2% |
| 8 | FYX | FIRST TR EXCHANGE-TRADED ALP | 42K | $5M | 2.0% | −8% |
| 9 | ACWX | ISHARES TR | 63K | $4M | 1.7% | −11% |
| 10 | IWS | ISHARES TR | 22K | $3M | 1.3% | −9% |
§ 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 $217 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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