Hapanowicz & Associates Financial Services, Inc Top Holdings and 13F Report (2025) About Hapanowicz & Associates Financial Services, IncInvestment ActivityHapanowicz & Associates Financial Services, Inc has $198.01 million in total holdings as of June 30, 2025.Hapanowicz & Associates Financial Services, Inc owns shares of 34 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.35% of the portfolio was purchased this quarter.About 2.96% of the portfolio was sold this quarter.This quarter, Hapanowicz & Associates Financial Services, Inc has purchased 32 new stocks and bought additional shares in 12 stocks.Hapanowicz & Associates Financial Services, Inc sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $58,131,931Vanguard Russell 1000 Value ETF $50,118,483SPDR S&P 500 ETF Trust $33,891,148Vanguard Dividend Appreciation ETF $17,108,077Vanguard Mid-Cap Growth ETF $8,051,178 Largest New Holdings this Quarter 78467X109 - SPDR Dow Jones Industrial Average ETF Trust $1,334,729 Holding038222105 - Applied Materials $288,702 Holding92343V104 - Verizon Communications $259,838 Holding580135101 - McDonald's $239,579 Holding00206R102 - AT&T $226,166 Holding Largest Purchases this Quarter Vanguard Russell 1000 Growth ETF 16,905 shares (about $1.85M)SPDR Dow Jones Industrial Average ETF Trust 3,029 shares (about $1.33M)Vanguard Russell 1000 ETF 3,151 shares (about $885.06K)iShares MSCI ACWI ex U.S. ETF 9,843 shares (about $599.83K)Vanguard Russell 1000 Value ETF 3,706 shares (about $315.79K) Largest Sales this Quarter First Trust Small Cap Core AlphaDEX Fund 22,819 shares (about $2.22M)iShares Russell Mid-Cap ETF 8,320 shares (about $765.28K)Microsoft 169 shares (about $84.06K)The PNC Financial Services Group 419 shares (about $78.11K)Amazon.com 355 shares (about $77.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHapanowicz & Associates Financial Services, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$58,131,931$1,846,028 ▲3.3%532,34329.4%ETFVONVVanguard Russell 1000 Value ETF$50,118,483$315,787 ▲0.6%588,17925.3%ETFSPYSPDR S&P 500 ETF Trust$33,891,148$132,843 ▲0.4%54,85117.1%FinanceVIGVanguard Dividend Appreciation ETF$17,108,077$80,845 ▲0.5%83,5888.6%ETFVOTVanguard Mid-Cap Growth ETF$8,051,178$92,716 ▲1.2%28,3094.1%ETFVONEVanguard Russell 1000 ETF$5,718,766$885,060 ▲18.3%20,3602.9%ETFACWXiShares MSCI ACWI ex U.S. ETF$4,970,850$599,829 ▲13.7%81,5702.5%ManufacturingFYXFirst Trust Small Cap Core AlphaDEX Fund$4,618,139$2,219,816 ▼-32.5%47,4732.3%ManufacturingIWSiShares Russell Mid-Cap Value ETF$3,270,378$73,867 ▼-2.2%24,7491.7%ETFIWRiShares Russell Mid-Cap ETF$1,393,043$765,277 ▼-35.5%15,1450.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,334,729$1,334,729 ▲New Holding3,0290.7%FinanceAAPLApple$774,928$48,215 ▲6.6%3,7770.4%Computer and TechnologyBRK.BBerkshire Hathaway$691,736$3,400 ▼-0.5%1,4240.3%FinanceMETAMeta Platforms$576,449$64,952 ▼-10.1%7810.3%Computer and TechnologyLMTLockheed Martin$563,6420.0%1,2170.3%AerospacePNCThe PNC Financial Services Group$554,786$78,110 ▼-12.3%2,9760.3%FinanceGOOGLAlphabet$553,715$74,722 ▼-11.9%3,1420.3%Computer and TechnologyMSFTMicrosoft$541,679$84,062 ▼-13.4%1,0890.3%Computer and TechnologyTSLATesla$524,457$37,802 ▲7.8%1,6510.3%Auto/Tires/TrucksUPSUnited Parcel Service$501,0660.0%4,9640.3%TransportationGLDSPDR Gold Shares$467,913$8,535 ▲1.9%1,5350.2%FinanceAMZNAmazon.com$426,934$77,884 ▼-15.4%1,9460.2%Retail/WholesaleNVDANVIDIA$353,584$4,582 ▲1.3%2,2380.2%Computer and TechnologyGOOGAlphabet$335,2660.0%1,8900.2%Computer and TechnologyIVViShares Core S&P 500 ETF$323,4890.0%5210.2%ETFAMATApplied Materials$288,702$288,702 ▲New Holding1,5770.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$287,515$28,873 ▲11.2%9460.1%ETFVZVerizon Communications$259,838$259,838 ▲New Holding6,0050.1%Computer and TechnologyJPMJPMorgan Chase & Co.$246,4230.0%8500.1%FinanceMCDMcDonald's$239,579$239,579 ▲New Holding8200.1%Retail/WholesaleEQTEQT$233,2800.0%4,0000.1%EnergyTAT&T$226,166$226,166 ▲New Holding7,8150.1%Computer and TechnologyVTVanguard Total World Stock ETF$224,7820.0%1,7490.1%ETFCSCOCisco Systems$209,736$209,736 ▲New Holding3,0230.1%Computer and TechnologyAVDXAvidXchange$0$1,669,814 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$294,487 ▼-100.0%00.0%TransportationMFCManulife Financial$0$238,360 ▼-100.0%00.0%FinanceKHCKraft Heinz$0$221,316 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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