Institutional Fund
Hershey Financial Advisers, LLC
Lancaster, PACIK 20342144 filings on record
Portfolio Value
$115.80M
Q1 2026
Holdings
80
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-2.1%
from $118.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.5%
- Spdr Series Trust4.9%
- Spdr Series Trust4.0%
- Vaneck ETF Trust3.5%
- Ishares Tr3.4%
- Goldman Sachs ETF Tr3.4%
- Other75.3%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 63.1K | $6.42M | 5.5% | +63.1K | New |
| 2 | Spdr Series Trust | 61.6K | $5.65M | 4.9% | +14.3K | Added |
| 3 | Spdr Series Trust | 50.9K | $4.66M | 4.0% | +10.3K | Added |
| 4 | Vaneck ETF Trust | 142.1K | $4.08M | 3.5% | +142.1K | New |
| 5 | Ishares Tr | 37.7K | $3.90M | 3.4% | +37.7K | New |
| 6 | Goldman Sachs ETF Tr | 38.7K | $3.88M | 3.4% | +38.7K | New |
| 7 | Ishares Tr | 74.9K | $3.79M | 3.3% | −3.3K | Reduced |
| 8 | Ishares Tr | 79.8K | $3.78M | 3.3% | +79.8K | New |
| 9 | First Tr Exchange-Traded Fd | 56.5K | $2.87M | 2.5% | +43.2K | Added |
| 10 | Ea Series Trust | 22.9K | $2.66M | 2.3% | −15.1K | Reduced |
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