Institutional Fund
Hapanowicz & Associates Financial Services, Inc
Pittsburgh, PACIK 16959595 filings on record
Portfolio Value
$251.42M
Q1 2026
Holdings
31
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.5%
from $255.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds23.0%
- Vanguard Scottsdale Fds23.0%
- Spdr S&P 500 ETF Tr15.2%
- Schwab Strategic Tr13.8%
- Vanguard Specialized Funds7.6%
- Vanguard Index Fds3.1%
- Other14.2%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 528.0K | $57.91M | 23.0% | +8.9K | Added |
| 2 | Vanguard Scottsdale Fds | 615.8K | $57.72M | 23.0% | +5.7K | Added |
| 3 | Spdr S&P 500 ETF Tr | 58.8K | $38.25M | 15.2% | +1.8K | Added |
| 4 | Schwab Strategic Tr | 1.40M | $34.80M | 13.8% | +61.0K | Added |
| 5 | Vanguard Specialized Funds | 88.7K | $19.07M | 7.6% | +2.1K | Added |
| 6 | Vanguard Index Fds | 30.5K | $7.85M | 3.1% | +1.0K | Added |
| 7 | Vanguard Scottsdale Fds | 22.1K | $6.51M | 2.6% | −415 | Reduced |
| 8 | First Tr Exchange-Traded Alp | 42.5K | $5.07M | 2.0% | −3.8K | Reduced |
| 9 | Ishares Tr | 63.3K | $4.33M | 1.7% | −8.0K | Reduced |
| 10 | Ishares Tr | 22.1K | $3.21M | 1.3% | −2.3K | Reduced |
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