Hapanowicz & Associates Financial Services, Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Value Et with a value of $48.2M, Vanguard Russell 1000 Growth E with a value of $47.8M, Spdr S&P 500 ETF Trust with a value of $30.6M, Vanguard Dividend Appreciation with a value of $15.2M, and Vanguard Mid Cap Growth Index with a value of $6.85M.
Examining the 13F form we can see an decrease of $19.4M in the current position value, from $198M to 179M.
Below you can find more details about Hapanowicz & Associates Financial Services, Inc portfolio as well as his latest detailed transactions.