Hershey Financial Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 18, 2025), Hershey Financial Advisers, LLC reported 69 stock positions worth $111.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 5.0% of the portfolio, followed by SS Spdrb B 3-12M T-Bill ETF (BILS, 4.1%) and Alpha Architect 1-3 MNTH Box (BOXX, 3.9%).
- Most Recent 13F
- Q2 2026
- Location
- LANCASTER, PA
- CIK
- 0002034214
- Portfolio Value
- $111.7M (Q2 2025)
- SEC Filing
- 0002034214-25-000003 ↗ filed Aug 18, 2025
Holdings Value
Holdings 69 stocks · $111.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.01% | 61,015 | $5.6M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 4.15% | 46,579 | $4.6M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 3.91% | 38,775 | $4.4M | — |
| ICVT iShares Convertible Bond ETF | 3.69% | 45,709 | $4.1M | — |
| ANGL Vaneck Fallen Angel High YLD | 3.55% | 135,319 | $4.0M | — |
| JPST JPMorgan Ultra-Short Income | 3.53% | 77,867 | $3.9M | — |
| SHV iShares 0-1 Year Treasury Bo | 3.45% | 34,913 | $3.9M | — |
| FALN iShares Fallen Angels ETF | 3.36% | 138,261 | $3.8M | — |
| IEI iShares 3-7 Year Treasury Bo | 3.34% | 31,285 | $3.7M | — |
| ILCG iShares Morningstar Growth E | 3.21% | 36,986 | $3.6M | — |
| BAB Invesco Taxable Municipal Bo | 3.17% | 133,502 | $3.5M | — |
| SCHG Schwab US Large-Cap Growth | 2.86% | 109,426 | $3.2M | — |
| BSV Vanguard Short-Term Bond ETF | 2.36% | 33,430 | $2.6M | — |
| VONG Vanguard Russell 1000 Growth | 1.90% | 19,478 | $2.1M | — |
| PWR Quanta Services Inc. | 1.79% | 5,296 | $2.0M | — |
| ON On Semiconductor | 1.79% | 38,176 | $2.0M | — |
| VOX Vanguard Communication Servi | 1.59% | 10,356 | $1.8M | — |
| VFH Vanguard Financials ETF | 1.57% | 13,759 | $1.8M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.56% | 4,754 | $1.7M | — |
| VIS Vanguard Industrials ETF | 1.56% | 6,215 | $1.7M | — |
| VPU Vanguard Utilities ETF | 1.55% | 9,818 | $1.7M | — |
| VGT Vanguard Info Tech ETF | 1.54% | 2,597 | $1.7M | — |
| VCR Vanguard Consumer Discre ETF | 1.51% | 4,669 | $1.7M | — |
| MCHP Microchip Technology Inc. | 1.51% | 24,029 | $1.7M | — |
| VDC Vanguard Consumer Staple ETF | 1.51% | 7,707 | $1.7M | — |
| BIV Vanguard Intermediate-Term B | 1.47% | 21,291 | $1.6M | — |
| ONEQ Fidelity Nasdaq Comp Indx | 1.44% | 20,140 | $1.6M | — |
| LRGF iShares US Equity Factor ETF | 1.44% | 25,141 | $1.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.43% | 5,609 | $1.6M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.41% | 16,528 | $1.6M | — |
| FEX First Trust Large Cap Core A | 1.39% | 14,167 | $1.6M | — |
| BA The Boeing Co. | 1.23% | 6,548 | $1.4M | — |
| AMD Advanced Micro Devices | 1.20% | 9,443 | $1.3M | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.16% | 38,294 | $1.3M | — |
| VOO Vanguard S&P 500 ETF | 1.10% | 2,168 | $1.2M | — |
| XLG Invesco S&P 500 Top 50 ETF | 1.09% | 23,335 | $1.2M | — |
| VONE Vanguard Russell 1000 | 1.08% | 4,279 | $1.2M | — |
| IWL iShares Russell Top 200 ETF | 1.07% | 7,783 | $1.2M | — |
| VHT Vanguard Health Care ETF | 1.06% | 4,774 | $1.2M | — |
| VAW Vanguard Materials ETF | 1.06% | 6,079 | $1.2M | — |
| VNQ Vanguard Real Estate ETF | 1.06% | 13,270 | $1.2M | — |
| VDE Vanguard Energy ETF | 1.06% | 9,911 | $1.2M | — |
| JQUA JPMorgan US Quality Factor | 0.95% | 17,755 | $1.1M | — |
| QUS SS SPDR MSCI U Stratfact ETF | 0.95% | 6,507 | $1.1M | — |
| GEN Gen Digital Inc. | 0.94% | 35,573 | $1.0M | — |
| LYV Live Nation Entertainment Inc. | 0.89% | 6,599 | $998K | — |
| FDG American Century Focused DYN | 0.89% | 9,122 | $997K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.80% | 19,352 | $895K | — |
| BLV Vanguard Long-Term Bond ETF | 0.77% | 12,408 | $863K | — |
| VTIP Vanguard Short-Term Tips | 0.71% | 15,736 | $791K | — |
| MPWR Monolithic Power Systems Inc. | 0.53% | 810 | $592K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.50% | 4,995 | $562K | — |
| IUSG iShares Core S&P U.S. Growth | 0.50% | 3,731 | $561K | — |
| DFAC Dimensional US Core Equity 2 | 0.49% | 15,211 | $545K | — |
| QGRO American Century US Quality | 0.48% | 4,950 | $540K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 1,179 | $517K | — |
| IAGG iShares Intl Aggregate Bond | 0.45% | 9,894 | $505K | — |
| DGCB Dimensional Global Credit | 0.44% | 9,111 | $494K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 11,629 | $471K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.42% | 1,955 | $470K | — |
| IOO iShares Global 100 ETF | 0.41% | 4,245 | $458K | — |
| FPX First Trust US Equity Opport | 0.40% | 3,082 | $447K | — |
| MSFT Microsoft Corp. | 0.38% | 862 | $429K | — |
| TCHP T Rowe Price Blue Chip Growt | 0.38% | 9,414 | $427K | — |
| VXF Vanguard Extended Market ETF | 0.28% | 1,615 | $311K | — |
| LULU Lululemon Athletica Inc. | 0.26% | 1,234 | $293K | — |
| NVDA Nvidia Corp. | 0.24% | 1,682 | $266K | — |
| BND Vanguard Total Bond Market | 0.19% | 2,907 | $214K | — |
| PDBC Invesco Optimum Yield Divers | 0.12% | 10,663 | $139K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $139.2M | DELL, CWB, MINT, AMAT, VNLA |
| Q1 2026 | 80 | $115.8M | ICVT, BIL, CWB, ANGL, STIP |
| Q4 2025 | 78 | $118.3M | BND, BOXX, BIL, VNLA, VGIT |
| Q3 2025 | 76 | $116.7M | BIL, BILS, BOXX, ICVT, ANGL |
| Q2 2025 | 69 | $111.7M | BIL, BILS, BOXX, ICVT, ANGL |
| Q4 2024 | 63 | $113.6M | BIL, BILS, MINT, AGZD, TFLO |
| Q2 2024 | 154 | $111.4M | BIL, BILS, NVDA, SCHG, CCL |