13F Insight
DOSSIER · 13F-HR · Q2 2026

Hapanowicz & Associates Financial Services, Inc

$321M in tracked AUM across 37 positions as of Q2 2026.

H&
CIK 0001695959 · last filed Jun 30, 2026
Total AUM
$321M
as of Q2 2026
Holdings
37
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Hapanowicz & Associates Financial Services, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VONG
VANGUARD SCOTTSDALE FDS
$68M531K21.1%02
VONV
VANGUARD SCOTTSDALE FDS
$65M615K20.3%03
SPY
STATE STR SPDR S&P 500 ETF T
$44M59K13.7%04
UTWO
RBB FD INC
$36M740K11.0%05
SCHR
SCHWAB STRATEGIC TR
$34M1.4M10.7%06
VIG
VANGUARD SPECIALIZED FUNDS
$21M90K6.6%07
VOT
VANGUARD INDEX FDS
$9M31K2.9%08
VONE
VANGUARD SCOTTSDALE FDS
$7M21K2.3%09
FYX
FIRST TR EXCHANGE-TRADED ALP
$6M42K1.9%10
ACWX
ISHARES TR
$5M61K1.4%

Filing history

2026Q2Jun 30
$321M▲ 27.9%
37 positionsView →2026Q1Mar 31
$251M▼ 1.5%
31 positionsView →2025Q4Dec 31
$255M▲ 17.8%
34 positionsView →2025Q3Sep 30
$217M▲ 9.4%
34 positionsView →2025Q2Jun 30
$198M▲ 10.2%
34 positionsLocked2025Q1Mar 31
$180M▼ 9.8%
32 positionsLocked2024Q4Dec 31
$199M▲ 0.2%
28 positionsLocked2024Q3Sep 30
$199M▲ 13.4%
29 positionsLocked2024Q2Jun 30
$175M▲ 0.0%
30 positionsLocked2024Q1Mar 31
$175M▲ 7.9%
31 positionsLocked2023Q4Dec 31
$162M▲ 15.4%
31 positionsLocked2023Q3Sep 30
$141M▼ 5.9%
29 positionsLocked
Showing 12 of 37