Hapanowicz & Associates Financial Services, Inc Portfolio Holdings

Hapanowicz & Associates Financial Services, Inc

  • $196 Million
  • Q2 2025

Hapanowicz & Associates Financial Services, Inc has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $58.1M, Vanguard Russell 1000 Value Et with a value of $50.1M, Spdr S&P 500 ETF Trust with a value of $33.9M, Vanguard Dividend Appreciation with a value of $15.2M, and Vanguard Mid Cap Growth Index with a value of $8.05M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $179M to 196M.

Below you can find more details about Hapanowicz & Associates Financial Services, Inc portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $188 Million
Technology: $2.17 Million
Communication Services: $1.95 Million
Financial Services: $1.49 Million
Consumer Cyclical: $1.19 Million
Industrials: $1.06 Million
Energy: $233,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $196 Million
  • Prior Value $179 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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