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.
Hershey Financial Advisers, LLC (CIK 2034214) reported $115.8M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ICVT ($6.4M, 5.55%), BIL ($5.6M, 4.88%), CWB ($4.7M, 4.02%), ANGL ($4.1M, 3.52%), STIP ($3.9M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICVT | ISHARES TR | $6.4M | 5.55% | 63,082 | New |
| 2 | BIL | SPDR SERIES TRUST | $5.6M | 4.88% | 61,626 | Added |
| 3 | CWB | SPDR SERIES TRUST | $4.7M | 4.02% | 50,884 | Added |
| 4 | ANGL | VANECK ETF TRUST | $4.1M | 3.52% | 142,113 | New |
| 5 | STIP | ISHARES TR | $3.9M | 3.36% | 37,673 | New |
| 6 | GBIL | GOLDMAN SACHS ETF TR | $3.9M | 3.35% | 38,724 | New |
| 7 | TFLO | ISHARES TR | $3.8M | 3.27% | 74,870 | Trimmed |
| 8 | AOM | ISHARES TR | $3.8M | 3.26% | 79,809 | New |
| 9 | FDL | FIRST TR EXCHANGE-TRADED FD | $2.9M | 2.48% | 56,470 | Added |
| 10 | BOXX | EA SERIES TRUST | $2.7M | 2.30% | 22,872 | Trimmed |
| 11 | BILS | SPDR SERIES TRUST | $2.4M | 2.11% | 24,557 | Trimmed |
| 12 | AMAT | APPLIED MATLS INC | $2.3M | 2.01% | 6,823 | Added |
| 13 | DELL | DELL TECHNOLOGIES INC | $2.2M | 1.88% | 13,235 | New |
| 14 | ALB | ALBEMARLE CORP | $2.2M | 1.87% | 12,058 | Added |
| 15 | JMOM | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.87% | 31,956 | New |
| 16 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.84% | 28,305 | Added |
| 17 | VDE | VANGUARD WORLD FD | $2.1M | 1.82% | 12,187 | Trimmed |
| 18 | ALGN | ALIGN TECHNOLOGY INC | $1.8M | 1.58% | 10,655 | Added |
| 19 | APA | APA CORPORATION | $1.8M | 1.55% | 42,287 | New |
| 20 | VUG | VANGUARD INDEX FDS | $1.8M | 1.55% | 4,097 | New |
| 21 | GEV | GE VERNOVA INC | $1.7M | 1.49% | 1,974 | New |
| 22 | VPU | VANGUARD WORLD FD | $1.7M | 1.49% | 8,706 | Trimmed |
| 23 | VIS | VANGUARD WORLD FD | $1.7M | 1.48% | 5,479 | Trimmed |
| 24 | VAW | VANGUARD WORLD FD | $1.7M | 1.47% | 7,537 | Trimmed |
| 25 | VHT | VANGUARD WORLD FD | $1.6M | 1.40% | 5,939 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31