Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services reported 38 stocks worth $325M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VONG (21.4%), VONV (20.6%) and SPY (14.1%). Compared with Q2 2026, the fund opened new positions in IBB and PM, added to VONG, SPY and UTWO, trimmed VOT, VONE and FYX and sold out of MCD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONG Vanguard Russell 1000 | $69.7M | 21.4% | 540K | +9,287 (+2%) | 8 of 8 | |
| 2 |  VONV Vanguard Russell 1000 Value ETF | $66.8M | 20.6% | 615K | No change | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $45.7M | 14.1% | 60K | +716 (+1%) | 8 of 8 | |
| 4 |  UTWO Rbb FD Inc | $37.2M | 11.4% | 785K | +45K (+6%) | 2 of 8 | |
| 5 |  SCHR Schwab Strategic TR | $33.7M | 10.4% | 1.4M | +24K (+2%) | 5 of 8 | |
| 6 |  VIG Vanguard Dividend Appreciation ETF | $21.3M | 6.6% | 91K | +1,662 (+2%) | 8 of 8 | |
| 7 |  VOT Vanguard Index Fds | $8.5M | 2.6% | 29K | −1,407 (−5%) | 8 of 8 | |
| 8 |  VONE Vanguard Scottsdale Fds | $7M | 2.1% | 20K | −1,177 (−5%) | 8 of 8 | |
| 9 |  FYX First TR Exchange-Traded Alp | $5.6M | 1.7% | 41K | −340 (−1%) | 8 of 8 | |
| 10 |  ACWX Ishares TR | $4.7M | 1.4% | 62K | +407 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MCD Mcdonalds Corp | $218K | 806 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hapanowicz & Associates Financial Services 13F FAQ
What does Hapanowicz & Associates Financial Services own?
Hapanowicz & Associates Financial Services reported 38 stocks worth $325M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VONG (21.4%), VONV (20.6%) and SPY (14.1%). The table above lists every position in the filing (the top 10 without an account).
What did Hapanowicz & Associates Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 9 added to, 6 trimmed and 1 sold out. New positions include IBB and PM. It sold all of MCD.
When will Hapanowicz & Associates Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hapanowicz & Associates Financial Services's portfolio worth?
The Q3 2026 filing reports $325M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.