Hapanowicz & Associates Financial Services, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Hapanowicz & Associates Financial Services, Inc reported 31 stock positions worth $251.4 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 23.0% of the portfolio, followed by Vanguard Russell 1000 Value (VONV, 23.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 15.2%). Compared with Q4 2025, it opened 1 new position, sold out of 4, added to 15 and reduced 12. The biggest buy was Vanguard Russell 1000 Value (VONV, shares +1%) and the biggest sale Nvidia (NVDA, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001695959
- Portfolio Value
- $251.4M (Q1 2026)
- SEC Filing
- 0001695959-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 31 stocks · $251.4M
| VONG Vanguard Russell 1000 Growth | 23.03% | 527,960 | $57.9M | Add +1.7% |
| VONV Vanguard Russell 1000 Value | 22.96% | 615,768 | $57.7M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.21% | 58,812 | $38.2M | Add +3.2% |
| SCHR Schwab Intermediate-Term US | 13.84% | 1,397,138 | $34.8M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 7.58% | 88,671 | $19.1M | Add +2.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.12% | 30,511 | $7.9M | Add +3.5% |
| VONE Vanguard Russell 1000 | 2.59% | 22,067 | $6.5M | Reduce -1.9% |
| FYX First Trust Small Cap Core A | 2.02% | 42,480 | $5.1M | Reduce -8.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.72% | 63,296 | $4.3M | Reduce -11.2% |
| IWS iShares Russell Mid-Cap Valu | 1.28% | 22,050 | $3.2M | Reduce -9.5% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.93% | 96,580 | $2.3M | Add +56.5% |
| IWR iShares Russell Mid-Cap ETF | 0.57% | 14,769 | $1.4M | Reduce -2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.56% | 3,029 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.56% | 6,721 | $1.4M | Add +245.4% |
| GOOG Alphabet Inc. Class C | 0.52% | 4,591 | $1.3M | Add +142.9% |
| AAPL Apple Inc. | 0.42% | 4,134 | $1.0M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.34% | 4,943 | $862K | Reduce -34.9% |
| GOOGL Alphabet Inc. Class A | 0.34% | 2,968 | $853K | Reduce -5.5% |
| LMT Lockheed Martin Corp. | 0.29% | 1,217 | $736K | No change |
| GLD SPDR Gold Shares | 0.29% | 1,695 | $729K | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,379 | $661K | Reduce -3.2% |
| PNC PNC Financial Services Group | 0.24% | 2,949 | $614K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.22% | 1,456 | $541K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.21% | 1,577 | $539K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 801 | $458K | Add +2.6% |
| MSFT Microsoft Corp. | 0.16% | 1,101 | $408K | Reduce -12.7% |
| VZ Verizon Communications Inc. | 0.14% | 6,844 | $344K | Add +7.0% |
| MCD McDonald's Corp. | 0.10% | 848 | $264K | Add +3.4% |
| FDX FedEx Corp. | 0.10% | 713 | $254K | Add +1.3% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.10% | 9,827 | $247K | New |
| VT Vanguard Tot World STK ETF | 0.09% | 1,720 | $238K | Reduce -3.3% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -34.9% | 0.34% | −0.21 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -11.2% | 1.72% | −0.15 |
| VONE Vanguard Russell 1000 | Reduce -1.9% | 2.59% | −0.13 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.11 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.09 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -12.7% | 0.16% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Reduce -9.5% | 1.28% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -5.5% | 0.34% | −0.05 |
| AAPL Apple Inc. | Reduce -3.5% | 0.42% | −0.04 |
| FYX First Trust Small Cap Core A | Reduce -8.1% | 2.02% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.26% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -3.3% | 0.09% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.5% | 0.57% | −0.00 |
| PNC PNC Financial Services Group | Reduce -0.9% | 0.24% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VONV Vanguard Russell 1000 Value | Add +0.9% | 22.96% | +0.89 |
| SCHR Schwab Intermediate-Term US | Add +4.6% | 13.84% | +0.71 |
| AMZN Amazon.com Inc. | Add +245.4% | 0.56% | +0.38 |
| MMIT Nylim Mackay Muni Intermedia | Add +56.5% | 0.93% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +142.9% | 0.52% | +0.29 |
| VIG Vanguard Dividend Apprec ETF | Add +2.4% | 7.58% | +0.13 |
| TAFI AB Tax Aware Short Dur Muni | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | Add +9.3% | 0.29% | +0.05 |
| VZ Verizon Communications Inc. | Add +7.0% | 0.14% | +0.03 |
| FDX FedEx Corp. | Add +1.3% | 0.10% | +0.02 |
| MCD McDonald's Corp. | Add +3.4% | 0.10% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.2% | 15.21% | −0.01 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.18% | −0.02 |
| TSLA Tesla Inc. | Add +0.2% | 0.22% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +3.5% | 3.12% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Add +1.7% | 23.03% | −1.73 |
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 |