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Hapanowicz & Associates Financial Services, Inc

Q2 2026 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    37

  • Value ($000)

    $321,484

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$67.88M
21 %

531,074

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$65.37M
20 %

614,885

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$44.18M
14 %

59,158

U
UTWO

RBB FD INC

US TREASY 2 YR
74933W486
$35.5M
11 %

740,232

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$34.45M
11 %

1,397,019

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$21.21M
7 %

89,640

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$9.37M
3 %

30,605

V
VONE

VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX
92206C730
$7.28M
2 %

21,485

F
FYX

FIRST TR EXCHANGE-TRADED ALP

COM SHS
33734Y109
$6M
2 %

41,586

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$4.65M
1 %

61,108

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