Hapanowicz & Associates Financial Services, Inc Top Holdings and 13F Report (2026) About Hapanowicz & Associates Financial Services, IncInvestment ActivityHapanowicz & Associates Financial Services, Inc has $251.42 million in total holdings as of March 31, 2026.Hapanowicz & Associates Financial Services, Inc owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.14% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Hapanowicz & Associates Financial Services, Inc has purchased 34 new stocks and bought additional shares in 15 stocks.Hapanowicz & Associates Financial Services, Inc sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $57,911,969Vanguard Russell 1000 Value ETF $57,721,754SPDR S&P 500 ETF Trust $38,247,567Schwab Intermediate-Term U.S. Treasury ETF $34,802,674Vanguard Dividend Appreciation ETF $19,069,053 Largest New Holdings this Quarter 00039J202 - AB Tax-Aware Short Duration Municipal ETF $247,444 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 61,016 shares (about $1.52M)SPDR S&P 500 ETF Trust 1,845 shares (about $1.20M)Amazon.com 4,775 shares (about $994.49K)Vanguard Russell 1000 Growth ETF 8,854 shares (about $971.20K)NYLI MacKay Shields Municipal Intermediate ETF 34,876 shares (about $840.69K) Largest Sales this Quarter iShares MSCI ACWI ex U.S. ETF 7,977 shares (about $546.18K)NVIDIA 2,655 shares (about $463.03K)First Trust Small Cap Core AlphaDEX Fund 3,751 shares (about $447.70K)iShares Russell Mid-Cap Value ETF 2,314 shares (about $337.26K)Vanguard Russell 1000 ETF 415 shares (about $122.48K) 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$57,911,969$971,196 ▲1.7%527,96023.0%ETFVONVVanguard Russell 1000 Value ETF$57,721,754$529,722 ▲0.9%615,76823.0%ETFSPYSPDR S&P 500 ETF Trust$38,247,567$1,199,870 ▲3.2%58,81215.2%FinanceSCHRSchwab Intermediate-Term U.S. Treasury ETF$34,802,674$1,519,907 ▲4.6%1,397,13813.8%ETFVIGVanguard Dividend Appreciation ETF$19,069,053$447,097 ▲2.4%88,6717.6%ETFVOTVanguard Mid-Cap Growth ETF$7,852,763$268,442 ▲3.5%30,5113.1%ETFVONEVanguard Russell 1000 ETF$6,512,874$122,483 ▼-1.8%22,0672.6%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$5,070,206$447,701 ▼-8.1%42,4802.0%ManufacturingACWXiShares MSCI ACWI ex U.S. ETF$4,333,808$546,176 ▼-11.2%63,2961.7%ManufacturingIWSiShares Russell Mid-Cap Value ETF$3,213,707$337,257 ▼-9.5%22,0501.3%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$2,328,061$840,686 ▲56.5%96,5800.9%ETFIWRiShares Russell Mid-Cap ETF$1,436,065$37,241 ▼-2.5%14,7690.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,403,0030.0%3,0290.6%FinanceAMZNAmazon.com$1,399,783$994,489 ▲245.4%6,7210.6%Retail/WholesaleGOOGAlphabet$1,316,975$774,809 ▲142.9%4,5910.5%Computer and TechnologyAAPLApple$1,049,168$38,576 ▼-3.5%4,1340.4%Computer and TechnologyNVDANVIDIA$862,061$463,033 ▼-34.9%4,9430.3%Computer and TechnologyGOOGLAlphabet$853,477$50,035 ▼-5.5%2,9680.3%Computer and TechnologyLMTLockheed Martin$735,5420.0%1,2170.3%AerospaceGLDSPDR Gold Shares$729,341$61,962 ▲9.3%1,6950.3%FinanceBRK.BBerkshire Hathaway$660,817$21,564 ▼-3.2%1,3790.3%FinancePNCThe PNC Financial Services Group$613,659$5,618 ▼-0.9%2,9490.2%FinanceTSLATesla$541,269$1,115 ▲0.2%1,4560.2%Auto/Tires/TrucksAMATApplied Materials$539,0020.0%1,5770.2%Computer and TechnologyMETAMeta Platforms$458,278$11,443 ▲2.6%8010.2%Computer and TechnologyMSFTMicrosoft$407,557$59,227 ▼-12.7%1,1010.2%Computer and TechnologyVZVerizon Communications$343,569$22,389 ▲7.0%6,8440.1%Computer and TechnologyMCDMcDonald's$263,550$8,702 ▲3.4%8480.1%Retail/WholesaleFDXFedEx$253,956$3,206 ▲1.3%7130.1%TransportationTAFIAB Tax-Aware Short Duration Municipal ETF$247,444$247,444 ▲New Holding9,8270.1%ETFVTVanguard Total World Stock ETF$237,911$8,161 ▼-3.3%1,7200.1%ETFJPMJPMorgan Chase & Co.$0$273,888 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$232,862 ▼-100.0%00.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$0$225,330 ▼-100.0%00.0%ETFEQTEQT$0$214,400 ▼-100.0%00.0%EnergyShowing 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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