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Hapanowicz & Associates Financial Services, Inc

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13F filer, CIK 1695959, PITTSBURGH, PA

Hapanowicz & Associates Financial Services, Inc reported $255,190,179 across 34 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 93.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001695959-26-000001

Period
2025-12-31
Reported value
$255M
Holdings
34
Top 10 weight
93.86%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+1,309,980$32.9M
MMITnew+61,704$1.5M
SPYadded+884$603K
VONVadded+5,172$477K
VONEadded+1,286$397K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VONGreduced-7,639-$930K
UPSexited-4,715-$394K
ACWXreduced-5,525-$371K
Texited-7,815-$221K
TSLAreduced-381-$171K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001695959-26-000001, largest first. % of portfolio is the value over $255,190,179, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,640 shares; 2024Q4: 504,180 shares; 2025Q1: 515,438 shares; 2025Q2: 532,343 shares; 2025Q3: 526,745 shares; 2025Q4: 519,106 shares 519,106$63.2M24.77%-7,639Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,191 shares; 2024Q4: 569,185 shares; 2025Q1: 584,473 shares; 2025Q2: 588,179 shares; 2025Q3: 604,945 shares; 2025Q4: 610,117 shares 610,117$56.3M22.07%+5,172Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,311 shares; 2024Q4: 50,070 shares; 2025Q1: 54,636 shares; 2025Q2: 54,851 shares; 2025Q3: 56,083 shares; 2025Q4: 56,967 shares 56,967$38.8M15.22%+884Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,142 shares; 2025Q4: 1,336,122 shares 1,336,122$33.5M13.13%+1,309,980Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,660 shares; 2024Q4: 80,386 shares; 2025Q1: 83,193 shares; 2025Q2: 83,588 shares; 2025Q3: 85,143 shares; 2025Q4: 86,592 shares 86,592$19M7.46%+1,449Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,376 shares; 2024Q4: 27,218 shares; 2025Q1: 27,983 shares; 2025Q2: 28,309 shares; 2025Q3: 29,051 shares; 2025Q4: 29,468 shares 29,468$8.23M3.22%+417Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 16,915 shares; 2025Q1: 17,209 shares; 2025Q2: 20,360 shares; 2025Q3: 21,196 shares; 2025Q4: 22,482 shares 22,482$6.95M2.72%+1,286Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,382 shares; 2024Q4: 248,192 shares; 2025Q1: 70,292 shares; 2025Q2: 47,473 shares; 2025Q3: 47,212 shares; 2025Q4: 46,231 shares 46,231$5.23M2.05%-981Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,912 shares; 2024Q4: 69,385 shares; 2025Q1: 71,727 shares; 2025Q2: 81,570 shares; 2025Q3: 76,798 shares; 2025Q4: 71,273 shares 71,273$4.78M1.87%-5,525Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,608 shares; 2024Q4: 27,979 shares; 2025Q1: 25,308 shares; 2025Q2: 24,749 shares; 2025Q3: 24,682 shares; 2025Q4: 24,364 shares 24,364$3.44M1.35%-318Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,704 shares 61,704$1.5M0.59%newTimeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,707 shares; 2024Q4: 22,124 shares; 2025Q1: 23,465 shares; 2025Q2: 15,145 shares; 2025Q3: 14,750 shares; 2025Q4: 15,152 shares 15,152$1.46M0.57%+402Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares 3,029$1.46M0.57%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,238 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares 7,598$1.42M0.56%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,982 shares; 2025Q1: 3,542 shares; 2025Q2: 3,777 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares 4,286$1.17M0.46%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,237 shares; 2025Q1: 3,566 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares 3,142$983K0.39%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424$716K0.28%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,532 shares; 2025Q2: 1,651 shares; 2025Q3: 1,834 shares; 2025Q4: 1,453 shares 1,453$653K0.26%-381Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,395 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares 2,976$621K0.24%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,496 shares; 2025Q1: 1,507 shares; 2025Q2: 1,535 shares; 2025Q3: 1,579 shares; 2025Q4: 1,551 shares 1,551$615K0.24%-28Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 1,258 shares; 2025Q2: 1,089 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares 1,261$610K0.24%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,632 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890$593K0.23%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares 1,217$589K0.23%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 649 shares; 2025Q1: 869 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares 781$516K0.2%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 2,301 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares 1,946$449K0.18%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares 1,577$405K0.16%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 872 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850$274K0.11%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,143 shares; 2025Q4: 6,398 shares 6,398$261K0.1%+255Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,779 shares 1,779$251K0.1%+30Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820$251K0.1%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 3,023 shares; 2025Q4: 3,023 shares 3,023$233K0.09%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 1,429 shares; 2025Q1: 851 shares; 2025Q2: 946 shares; 2025Q3: 733 shares; 2025Q4: 672 shares 672$225K0.09%-61Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$214K0.08%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 1,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares 704$203K0.08%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UPSUNITED PARCEL SVCS INC4,715$394Kshares
TAT&T INC7,815$221Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001695959-26-000001 base2026-02-11acceptance time not in the bulk data set