Hapanowicz & Associates Financial Services, Inc holds a concentrated book of 37 stocks worth $321.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened F/M US Treasury 2 Year Note and trimmed Vanguard Russell 1000 Value. Their largest long position is Vanguard Russell 1000 Growth at 21% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1695959/holdings"
Use Arkolith to show Hapanowicz & Associates Financial Services, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.0 points over this window.
Growth of $10,000 cloning Hapanowicz & Associates Financial Services, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hapanowicz & Associates Financial Services, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 44 / 37 | $441.8B |
| UBS Group AG | 44 / 37 | $114.2B |
| RAYMOND JAMES FINANCIAL INC | 44 / 37 | $75.8B |
| LPL Financial LLC | 44 / 37 | $64.6B |
| ENVESTNET ASSET MANAGEMENT INC | 44 / 37 | $62.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44 / 37 | $36.0B |
| STIFEL FINANCIAL CORP | 44 / 37 | $22.5B |
| TRUIST FINANCIAL CORP | 44 / 37 | $20.4B |
Ranked by how many of Hapanowicz & Associates Financial Services, Inc's top 37 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $67.9M | 531.1K | 21.1% | ▲+0.6% Added · +3K sh | |
| 2 | Vanguard Scottsdale FDS VNG RUS1000VAL | $65.4M | 614.9K | 20.3% | ▼−0.1% Reduced · −883 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $44.2M | 59.2K | 13.7% | ▲+0.6% Added · +346 sh | |
| 4 | RBB FD Inc US TREASY 2 YR | $35.5M | 740.2K | 11.0% | ▲New New position | |
| 5 | Schwab Strategic TR INT-TRM U.S TRES | $34.5M | 1.40M | 10.7% | ▼~0% Reduced · −119 sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $21.2M | 89.6K | 6.6% | ▲+1.1% Added · +969 sh | |
| 7 | Vanguard Index FDS MCAP GR IDXVIP | $9.4M | 30.6K | 2.9% | ▲+0.3% Added · +94 sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS1000IDX | $7.3M | 21.5K | 2.3% | ▼−2.6% Reduced · −582 sh | |
| 9 | First TR Exchange-Traded Alp COM SHS | $6.0M | 41.6K | 1.9% | ▼−2.1% Reduced · −894 sh | |
| 10 | Ishares TR MSCI ACWI EX US | $4.7M | 61.1K | 1.4% | ▼−3.5% Reduced · −2K sh | |
| 11 | Ishares TR RUS MDCP VAL ETF | $3.6M | 21.9K | 1.1% | ▼−0.5% Reduced · −115 sh | |
| 12 | New York Life Invts Active E MACKAY MUN INTER | $2.5M | 103.8K | 0.8% | ▲+7.5% Added · +7K sh | |
| 13 | Oshkosh Corp COM | $2.0M | 13.2K | 0.6% | ▲New New position | |
| 14 | Alphabet Inc CAP STK CL C | $1.6M | 4.5K | 0.5% | ▼−1.1% Reduced · −50 sh | |
| 15 | Amazon Com Inc COM | $1.6M | 6.7K | 0.5% | —Held | |
| 16 | State STR SPDR Dow Jones Ind UT SER 1 | $1.6M | 3.0K | 0.5% | ▼−0.7% Reduced · −20 sh | |
| 17 | Ishares TR RUS MID CAP ETF | $1.6M | 14.1K | 0.5% | ▼−4.2% Reduced · −623 sh | |
| 18 | Apple Inc COM | $1.2M | 4.0K | 0.4% | ▼−2.2% Reduced · −92 sh | |
| 19 | Applied Matls Inc COM | $1.1M | 1.6K | 0.4% | —Held | |
| 20 | Alphabet Inc CAP STK CL A | $1.1M | 3.0K | 0.3% | —Held | |
| 21 | SPDR Gold TR GOLD SHS | $1.1M | 2.9K | 0.3% | ▲+68% Added · +1K sh | |
| 22 | Nvidia Corporation COM | $996K | 5.0K | 0.3% | ▲+0.7% Added · +35 sh | |
| 23 | PNC Finl Svcs Group Inc COM | $726K | 2.9K | 0.2% | —Held | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $690K | 1.4K | 0.2% | —Held | |
| 25 | Lockheed Martin Corp COM | $614K | 1.2K | 0.2% | ▼−0.9% Reduced · −11 sh | |
| 26 | Tesla Inc COM | $612K | 1.5K | 0.2% | —Held | |
| 27 | Meta Platforms Inc CL A | $451K | 801 | 0.1% | —Held | |
| 28 | Microsoft Corp COM | $386K | 1.0K | 0.1% | ▼−5.9% Reduced · −65 sh | |
| 29 | Verizon Communications Inc COM | $286K | 6.7K | 0.1% | ▼−1.5% Reduced · −100 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $272K | 396 | 0.1% | ▲New New position | |
| 31 | Vanguard Intl Equity Index F TT WRLD ST ETF | $270K | 1.7K | 0.1% | —Held | |
| 32 | AB Active Etfs Inc TAX AWARE SHRT | $248K | 9.8K | 0.1% | —Held | |
| 33 | Cisco Sys Inc COM | $247K | 2.1K | 0.1% | ▲New New position | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $225K | 608 | 0.1% | ▲New New position | |
| 35 | Fedex Corp COM | $223K | 713 | 0.1% | —Held | |
| 36 | McDonalds Corp COM | $218K | 806 | 0.1% | ▼−5.0% Reduced · −42 sh | |
| 37 | JPMorgan Chase & Co COM | $204K | 624 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 37 | $321.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 31 | $251.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 34 | $255.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 34 | $216.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 34 | $198.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 32 | $179.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 28 | $199.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 29 | $198.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.