§ 13F · FUND PROFILE
Hershey Financial Advisers, LLC.
AUM · $139M (13F)Positions · 137Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DELL | DELL TECHNOLOGIES INC | 15K | $7M | 4.8% | +17% |
| 2 | CWB | SPDR SERIES TRUST | 53K | $6M | 4.1% | +4% |
| 3 | MINT | PIMCO ETF TR | 55K | $6M | 4.0% | NEW |
| 4 | AMAT | APPLIED MATLS INC | 7K | $5M | 3.6% | +4% |
| 5 | VNLA | JANUS DETROIT STR TR | 85K | $4M | 3.0% | NEW |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 81K | $4M | 3.0% | +1559% |
| 7 | AOM | ISHARES TR | 82K | $4M | 2.9% | +3% |
| 8 | BIL | SPDR SERIES TRUST | 44K | $4M | 2.9% | −28% |
| 9 | AOK | ISHARES TR | 96K | $4M | 2.9% | NEW |
| 10 | GBIL | GOLDMAN SACHS ETF TR | 40K | $4M | 2.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERSHEY SIGNAL
AC read
Hershey Financial Advisers, LLC is a Other fund managing $139 million in assets. The fund runs a portfolio of 137 positions.
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