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 $251.4M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VONG ($57.9M, 23.03%), VONV ($57.7M, 22.96%), SPY ($38.2M, 15.21%), SCHR ($34.8M, 13.84%), VIG ($19.1M, 7.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $57.9M | 23.03% | 527,960 | Added |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $57.7M | 22.96% | 615,768 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $38.2M | 15.21% | 58,812 | Added |
| 4 | SCHR | SCHWAB STRATEGIC TR | $34.8M | 13.84% | 1.4M | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $19.1M | 7.58% | 88,671 | Added |
| 6 | VOT | VANGUARD INDEX FDS | $7.9M | 3.12% | 30,511 | Added |
| 7 | VONE | VANGUARD SCOTTSDALE FDS | $6.5M | 2.59% | 22,067 | Trimmed |
| 8 | FYX | FIRST TR EXCHANGE-TRADED ALP | $5.1M | 2.02% | 42,480 | Trimmed |
| 9 | ACWX | ISHARES TR | $4.3M | 1.72% | 63,296 | Trimmed |
| 10 | IWS | ISHARES TR | $3.2M | 1.28% | 22,050 | Trimmed |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $2.3M | 0.93% | 96,580 | Added |
| 12 | IWR | ISHARES TR | $1.4M | 0.57% | 14,769 | Trimmed |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $1.4M | 0.56% | 3,029 | Hold |
| 14 | AMZN | AMAZON COM INC | $1.4M | 0.56% | 6,721 | Added |
| 15 | GOOG | ALPHABET INC | $1.3M | 0.52% | 4,591 | Added |
| 16 | AAPL | APPLE INC | $1.0M | 0.42% | 4,134 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $853,477 | 0.34% | 2,968 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $862,061 | 0.34% | 4,943 | Trimmed |
| 19 | GLD | SPDR GOLD TR | $729,341 | 0.29% | 1,695 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP | $735,542 | 0.29% | 1,217 | Hold |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $660,817 | 0.26% | 1,379 | Trimmed |
| 22 | PNC | PNC FINL SVCS GROUP INC | $613,659 | 0.24% | 2,949 | Trimmed |
| 23 | TSLA | TESLA INC | $541,269 | 0.22% | 1,456 | Added |
| 24 | AMAT | APPLIED MATLS INC | $539,002 | 0.21% | 1,577 | Hold |
| 25 | META | META PLATFORMS INC | $458,278 | 0.18% | 801 | Added |
Source: SEC Form 13F filings · as of 2026-03-31