Hershey Financial Advisers, LLC ETF holdings
Lancaster, PA
Reported $105.8M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$105.8M
ETFs held
71
Change from prior quarter
+8.7%
With price moves
ETFs as a share of its 13F
76.0%
of $139.2M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CWB | State Street SPDR Bloomberg Convertible Securities ETF | $5.7M | 53,167 | +2,283 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $5.5M | 54,823 | New position |
| VNLA | Janus Henderson Short Duration Income ETF | $4.2M | 85,288 | New position |
| JPST | JPMorgan Ultra-Short Income ETF | $4.1M | 81,730 | +76,803 shares |
| AOM | iShares Core 40/60 Moderate Allocation ETF | $4.1M | 81,878 | +2,069 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $4.1M | 44,456 | −17,170 shares |
| AOK | iShares Core 30/70 Conservative Allocation ETF | $4.0M | 96,363 | New position |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $4.0M | 39,746 | +1,022 shares |
| ILCG | iShares Morningstar Growth ETF | $3.2M | 27,023 | +16,128 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $2.6M | 22,597 | −275 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002034214. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Hershey Financial Advisers, LLC own?
Hershey Financial Advisers, LLC reported 71 ETF positions worth $105.8M in its Form 13F for June 30, 2026. The largest was CWB, at $5.7M.
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.