Hapanowicz & Associates Financial Services, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Hapanowicz & Associates Financial Services, Inc reported 34 stock positions worth $255.2 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 24.8% of the portfolio, followed by Vanguard Russell 1000 Value (VONV, 22.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 15.2%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 9 and reduced 7. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +5011%) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001695959
- Portfolio Value
- $255.2M (Q4 2025)
- SEC Filing
- 0001695959-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 34 stocks · $255.2M
| VONG Vanguard Russell 1000 Growth | 24.77% | 519,106 | $63.2M | Reduce -1.4% |
| VONV Vanguard Russell 1000 Value | 22.07% | 610,117 | $56.3M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.22% | 56,967 | $38.8M | Add +1.6% |
| SCHR Schwab Intermediate-Term US | 13.13% | 1,336,122 | $33.5M | Add +5011.0% |
| VIG Vanguard Dividend Apprec ETF | 7.46% | 86,592 | $19.0M | Add +1.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.22% | 29,468 | $8.2M | Add +1.4% |
| VONE Vanguard Russell 1000 | 2.72% | 22,482 | $6.9M | Add +6.1% |
| FYX First Trust Small Cap Core A | 2.05% | 46,231 | $5.2M | Reduce -2.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.87% | 71,273 | $4.8M | Reduce -7.2% |
| IWS iShares Russell Mid-Cap Valu | 1.35% | 24,364 | $3.4M | Reduce -1.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.59% | 61,704 | $1.5M | New |
| IWR iShares Russell Mid-Cap ETF | 0.57% | 15,152 | $1.5M | Add +2.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.57% | 3,029 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.56% | 7,598 | $1.4M | No change |
| AAPL Apple Inc. | 0.46% | 4,286 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.39% | 3,142 | $983K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,424 | $716K | No change |
| TSLA Tesla Inc. | 0.26% | 1,453 | $653K | Reduce -20.8% |
| PNC PNC Financial Services Group | 0.24% | 2,976 | $621K | No change |
| GLD SPDR Gold Shares | 0.24% | 1,551 | $615K | Reduce -1.8% |
| MSFT Microsoft Corp. | 0.24% | 1,261 | $610K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 1,890 | $593K | No change |
| LMT Lockheed Martin Corp. | 0.23% | 1,217 | $589K | No change |
| META Meta Platforms Inc. Class A | 0.20% | 781 | $516K | No change |
| AMZN Amazon.com Inc. | 0.18% | 1,946 | $449K | No change |
| AMAT Applied Materials Inc. | 0.16% | 1,577 | $405K | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 850 | $274K | No change |
| VZ Verizon Communications Inc. | 0.10% | 6,398 | $261K | Add +4.2% |
| VT Vanguard Tot World STK ETF | 0.10% | 1,779 | $251K | Add +1.7% |
| MCD McDonald's Corp. | 0.10% | 820 | $251K | No change |
| CSCO Cisco Systems Inc. | 0.09% | 3,023 | $233K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 672 | $225K | Reduce -8.3% |
| EQT Eqt Corp. | 0.08% | 4,000 | $214K | No change |
| FDX FedEx Corp. | 0.08% | 704 | $203K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VONG Vanguard Russell 1000 Growth | Reduce -1.4% | 24.77% | −4.54 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.2% | 1.87% | −0.43 |
| FYX First Trust Small Cap Core A | Reduce -2.1% | 2.05% | −0.33 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.3% | 1.35% | −0.24 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.18 |
| TSLA Tesla Inc. | Reduce -20.8% | 0.26% | −0.12 |
| T AT&T Inc. | Sold out | 0.00% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.3% | 0.09% | −0.02 |
| GLD SPDR Gold Shares | Reduce -1.8% | 0.24% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHR Schwab Intermediate-Term US | Add +5011.0% | 13.13% | +12.83 |
| MMIT Nylim Mackay Muni Intermedia | New | 0.59% | +0.59 |
| FDX FedEx Corp. | New | 0.08% | +0.08 |
| VT Vanguard Tot World STK ETF | Add +1.7% | 0.10% | −0.01 |
| VZ Verizon Communications Inc. | Add +4.2% | 0.10% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +2.7% | 0.57% | −0.09 |
| VONE Vanguard Russell 1000 | Add +6.1% | 2.72% | −0.24 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.4% | 3.22% | −0.72 |
| VIG Vanguard Dividend Apprec ETF | Add +1.7% | 7.46% | −1.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 15.22% | −2.03 |
| VONV Vanguard Russell 1000 Value | Add +0.8% | 22.07% | −2.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $321.5M | VONG, VONV, SPY, UTWO, SCHR |
| Q1 2026 | 31 | $251.4M | VONG, VONV, SPY, SCHR, VIG |
| Q4 2025 | 34 | $255.2M | VONG, VONV, SPY, SCHR, VIG |
| Q3 2025 | 34 | $216.6M | VONG, VONV, SPY, VIG, VOT |
| Q2 2025 | 34 | $198.0M | VONG, VONV, SPY, VIG, VOT |
| Q1 2025 | 32 | $179.6M | VONV, VONG, SPY, VIG, VOT |
| Q4 2024 | 28 | $199.1M | VONG, VONV, SPY, FYX, VIG |
| Q3 2024 | 29 | $198.6M | VONG, VONV, FYX, SPY, VIG |
| Q2 2024 | 30 | $175.1M | VONG, VONV, FYX, IWS, VIG |
| Q1 2024 | 31 | $175.1M | VONG, VONV, FYX, IWS, VIG |