Hapanowicz & Associates Financial Services, Inc

Q3 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    34

  • Value ($000)

    $216,603

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001695959
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$63.47M
29 %

526,745

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$54.06M
25 %

604,945

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$37.36M
17 %

56,083

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$18.37M
9 %

85,143

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$8.54M
4 %

29,051

V
VONE

VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX
92206C730
$6.41M
3 %

21,196

F
FYX

FIRST TR EXCHANGE-TRADED ALP

COM SHS
33734Y109
$5.15M
2 %

47,212

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$4.99M
2 %

76,798

I
IWS

ISHARES TR

RUS MDCP VAL ETF
464287473
$3.45M
2 %

24,682

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$1.42M
1 %

14,750

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