Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hapanowicz & Associates Financial Services, Inc (CIK 1695959) reported $321.5M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VONG ($67.9M, 21.11%), VONV ($65.4M, 20.33%), SPY ($44.2M, 13.74%), UTWO ($35.5M, 11.04%), SCHR ($34.5M, 10.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $67.9M | 21.11% | 531,074 | Added |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $65.4M | 20.33% | 614,885 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $44.2M | 13.74% | 59,158 | Added |
| 4 | UTWO | RBB FD INC | $35.5M | 11.04% | 740,232 | New |
| 5 | SCHR | SCHWAB STRATEGIC TR | $34.5M | 10.72% | 1.4M | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $21.2M | 6.60% | 89,640 | Added |
| 7 | VOT | VANGUARD INDEX FDS | $9.4M | 2.92% | 30,605 | Added |
| 8 | VONE | VANGUARD SCOTTSDALE FDS | $7.3M | 2.26% | 21,485 | Trimmed |
| 9 | FYX | FIRST TR EXCHANGE-TRADED ALP | $6.0M | 1.87% | 41,586 | Trimmed |
| 10 | ACWX | ISHARES TR | $4.7M | 1.45% | 61,108 | Trimmed |
| 11 | IWS | ISHARES TR | $3.6M | 1.12% | 21,935 | Trimmed |
| 12 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $2.5M | 0.79% | 103,845 | Added |
| 13 | OSK | OSHKOSH CORP | $2.0M | 0.63% | 13,202 | New |
| 14 | AMZN | AMAZON COM INC | $1.6M | 0.50% | 6,721 | Hold |
| 15 | GOOG | ALPHABET INC | $1.6M | 0.50% | 4,541 | Trimmed |
| 16 | IWR | ISHARES TR | $1.6M | 0.49% | 14,146 | Trimmed |
| 17 | DIA | STATE STR SPDR DOW JONES IND | $1.6M | 0.49% | 3,009 | Trimmed |
| 18 | AAPL | APPLE INC | $1.2M | 0.36% | 4,042 | Trimmed |
| 19 | AMAT | APPLIED MATLS INC | $1.1M | 0.35% | 1,577 | Hold |
| 20 | GOOGL | ALPHABET INC | $1.1M | 0.33% | 2,968 | Hold |
| 21 | GLD | SPDR GOLD TR | $1.1M | 0.33% | 2,856 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $996,047 | 0.31% | 4,978 | Added |
| 23 | PNC | PNC FINL SVCS GROUP INC | $726,105 | 0.23% | 2,949 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $690,037 | 0.21% | 1,379 | Hold |
| 25 | LMT | LOCKHEED MARTIN CORP | $614,409 | 0.19% | 1,206 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30