DOSSIER · 13F-HR · Q2 2026

Hershey Financial Advisers, LLC

$139M in tracked AUM across 137 positions as of Q2 2026.

HF
CIK 0002034214 · last filed Jun 30, 2026
Total AUM
$139M
as of Q2 2026
Holdings
137
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Hershey Financial Advisers, LLC 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
DELL
DELL TECHNOLOGIES INC
$7M16K4.8%
02
CWB
SPDR SERIES TRUST
$6M53K4.1%
03
MINT
PIMCO ETF TR
$6M55K4.0%
04
AMAT
APPLIED MATLS INC
$5M7K3.7%
05
VNLA
JANUS DETROIT STR TR
$4M85K3.0%
06
JPST
J P MORGAN EXCHANGE TRADED F
$4M82K3.0%
07
AOM
ISHARES TR
$4M82K2.9%
08
BIL
SPDR SERIES TRUST
$4M44K2.9%
09
AOK
ISHARES TR
$4M96K2.9%
10
WDC
WESTERN DIGITAL CORP
$4M6K2.9%

Filing history

2026Q2Jun 30
$139M 17.7%
137 positionsView →
2025Q4Dec 31
$118M 58.7%
134 positionsView →
2025Q3Sep 30
$75M 33.3%
45 positionsView →
2025Q2Jun 30
$112M 1.6%
69 positionsLocked
2024Q4Dec 31
$114M 1.9%
63 positionsLocked
2024Q2Jun 30
$111M
157 positionsLocked