StockDriftsStockDriftsTop 37 Hapanowicz & Associates Financial Services, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 21.11% | 531.1K | $67.9M | +0.59%(+3.11K) | $51.34(+151.82%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 20.33% | 614.9K | $65.4M | -0.14%(-883) | $61.04(+84.79%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.74% | 59.2K | $44.2M | +0.59%(+346) | $571.51(+35.67%) | 2026-06-30 | |
| UTWO | RBB FD INC | 11.04% | 740.2K | $35.5M | new | $48.10(-0.17%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 10.72% | 1.40M | $34.5M | -0.01%(-119) | $25.10(-2.63%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.6% | 89.6K | $21.2M | +1.09%(+969) | $154.06(+59.07%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 2.92% | 30.6K | $9.4M | +0.31%(+94) | $223.63(+40.57%) | 2026-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.26% | 21.5K | $7.3M | -2.64%(-582) | $174.56(+99.51%) | 2026-06-30 | |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 1.87% | 41.6K | $6.0M | -2.10%(-894) | $65.46(+122.74%) | 2026-06-30 | |
| ACWX | ISHARES TR | 1.45% | 61.1K | $4.7M | -3.46%(-2.19K) | $47.33(+65.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.93% | +55.81% | +9.02% | +54.03% |
| Top 20 Holdings Unweighted | +16.51% | +58.18% | +8.41% | +49.73% |
Hapanowicz & Associates Financial Services, Inc reports $321.48M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VONG (21.1%), VONV (20.3%) and SPY (13.7%). The top 20 holdings account for 97.6% of reported assets. Its disclosed equity book has returned +55.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hapanowicz & Associates Financial Services, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1695959). View Hapanowicz & Associates Financial Services, Inc’s 13F filings on SEC