§ 13F · FUND PROFILE
Hershey Financial Advisers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112M (13F)Positions · 69Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50M 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 MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ICVT | ISHARES TR | 63K | $6M | 5.5% | NEW |
| 2 | CWB | SPDR SERIES TRUST | 51K | $5M | 4.0% | +25% |
| 3 | ANGL | VANECK ETF TRUST | 142K | $4M | 3.5% | NEW |
| 4 | STIP | ISHARES TR | 38K | $4M | 3.4% | NEW |
| 5 | GBIL | GOLDMAN SACHS ETF TR | 39K | $4M | 3.4% | NEW |
| 6 | TFLO | ISHARES TR | 75K | $4M | 3.3% | −4% |
| 7 | AOM | ISHARES TR | 80K | $4M | 3.3% | NEW |
| 8 | BIL | SPDR SERIES TRUST | 34K | $3M | 2.7% | +30% |
| 9 | FDL | FIRST TR EXCHANGE-TRADED FD | 56K | $3M | 2.5% | +327% |
| 10 | BOXX | EA SERIES TRUST | 23K | $3M | 2.3% | −40% |
§ 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 $112 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed