ETF Holders

Hapanowicz & Associates Financial Services, Inc ETF holdings

Pittsburgh, PA

Reported $307.2M in 19 ETFs in its Form 13F for June 30, 2026.

ETF value
$307.2M
ETFs held
19
Change from prior quarter
+27.4%
With price moves
ETFs as a share of its 13F
95.6%
of $321.5M

Top 10 of 19 ETF holdings

TickerFundValueSharesChange
VONGVanguard Russell 1000 Growth ETF$67.9M531,074+3,114 shares
VONVVanguard Russell 1000 Value ETF$65.4M614,885−883 shares
SPYState Street SPDR S&P 500 ETF Trust$44.2M59,158+346 shares
UTWOF/m US Treasury 2 Year Note ETF$35.5M740,232New position
SCHRSchwab Intermediate-Term U.S. Treasury ETF$34.5M1,397,019−119 shares
VIGVanguard Dividend Appreciation ETF$21.2M89,640+969 shares
VOTVanguard Morningstar Mid-Cap Growth ETF$9.4M30,605+94 shares
VONEVanguard Russell 1000 ETF$7.3M21,485−582 shares
FYXFirst Trust Small Cap Core AlphaDEX Fund$6.0M41,586−894 shares
ACWXiShares MSCI ACWI ex U.S. ETF$4.7M61,108−2,188 shares
9 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001695959. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Hapanowicz & Associates Financial Services, Inc own?

Hapanowicz & Associates Financial Services, Inc reported 19 ETF positions worth $307.2M in its Form 13F for June 30, 2026. The largest was VONG, at $67.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.