Hapanowicz & Associates Financial Services, Inc Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$216.6B
Holdings
34
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VONGVANGUARD SCOTTSDALE FDS | 526,745 | $63.5B | 29.30% | |
| 2 | VONVVANGUARD SCOTTSDALE FDS | 604,945 | $54.1B | 24.96% | |
| 3 | SPYSPDR S&P 500 ETF TR | 56,083 | $37.4B | 17.25% | |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 85,143 | $18.4B | 8.48% | |
| 5 | VOTVANGUARD INDEX FDS | 29,051 | $8.5B | 3.94% | |
| 6 | VONEVANGUARD SCOTTSDALE FDS | 21,196 | $6.4B | 2.96% | |
| 7 | FYXFIRST TR EXCHANGE-TRADED ALP | 47,212 | $5.1B | 2.38% | |
| 8 | ACWXISHARES TR | 76,798 | $5.0B | 2.30% | |
| 9 | IWSISHARES TR | 24,682 | $3.4B | 1.59% | |
| 10 | IWRISHARES TR | 14,750 | $1.4B | 0.66% | |
| 11 | NVDANVIDIA CORPORATION | 7,598 | $1.4B | 0.65% | |
| 12 | DONSPDR DOW JONES INDL AVERAGE | 3,029 | $1.4B | 0.65% | |
| 13 | AAPLAPPLE INC | 4,286 | $1.1B | 0.50% | |
| 14 | TSLATESLA INC | 1,834 | $815.6M | 0.38% | |
| 15 | GOOGLALPHABET INC | 3,142 | $763.8M | 0.35% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,424 | $715.9M | 0.33% | |
| 17 | SCHRSCHWAB STRATEGIC TR | 26,142 | $656.9M | 0.30% | |
| 18 | MSFTMICROSOFT CORP | 1,261 | $653.1M | 0.30% | |
| 19 | LMTLOCKHEED MARTIN CORP | 1,217 | $607.5M | 0.28% | |
| 20 | PNCPNC FINL SVCS GROUP INC | 2,976 | $598.0M | 0.28% | |
| 21 | METAMETA PLATFORMS INC | 781 | $573.6M | 0.26% | |
| 22 | GQ9SPDR GOLD TR | 1,579 | $561.3M | 0.26% | |
| 23 | GOOGALPHABET INC | 1,890 | $460.3M | 0.21% | |
| 24 | AMZNAMAZON COM INC | 1,946 | $427.3M | 0.20% | |
| 25 | UPSUNITED PARCEL SERVICE INC | 4,715 | $393.8M | 0.18% | |
| 26 | AMATAPPLIED MATLS INC | 1,577 | $322.9M | 0.15% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 6,143 | $270.0M | 0.12% | |
| 28 | JPMJPMORGAN CHASE & CO. | 850 | $268.1M | 0.12% | |
| 29 | MCDMCDONALDS CORP | 820 | $249.2M | 0.12% | |
| 30 | VTVANGUARD INTL EQUITY INDEX F | 1,749 | $241.0M | 0.11% | |
| 31 | VTIVANGUARD INDEX FDS | 733 | $240.6M | 0.11% | |
| 32 | TAT&T INC | 7,815 | $220.7M | 0.10% | |
| 33 | EQTEQT CORP | 4,000 | $217.7M | 0.10% | |
| 34 | CSCOCISCO SYS INC | 3,023 | $206.8M | 0.10% |