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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 $251,416,863 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 93.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001695959-26-000002

Period
2026-03-31
Reported value
$251M
Holdings
31
Top 10 weight
93.37%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+61,016$1.52M
SPYadded+1,845$1.2M
AMZNadded+4,775$994K
VONGadded+8,854$971K
MMITadded+34,876$841K

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
ACWXreduced-7,977-$546K
NVDAreduced-2,655-$463K
FYXreduced-3,751-$448K
IWSreduced-2,314-$337K
JPMexited-850-$274K

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, Q1 2026

Share positions as resolved from 13F-HR 0001695959-26-000002, largest first. % of portfolio is the value over $251,416,863, 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; 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; 2026Q1: 527,960 shares 527,960$57.9M23.03%+8,854Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 615,768 shares 615,768$57.7M22.96%+5,651Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,812 shares 58,812$38.2M15.21%+1,845Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,142 shares; 2025Q4: 1,336,122 shares; 2026Q1: 1,397,138 shares 1,397,138$34.8M13.84%+61,016Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,671 shares 88,671$19.1M7.58%+2,079Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,511 shares 30,511$7.85M3.12%+1,043Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,067 shares 22,067$6.51M2.59%-415Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,480 shares 42,480$5.07M2.02%-3,751Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,296 shares 63,296$4.33M1.72%-7,977Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,050 shares 22,050$3.21M1.28%-2,314Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,704 shares; 2026Q1: 96,580 shares 96,580$2.33M0.93%+34,876Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,769 shares 14,769$1.44M0.57%-383Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029$1.4M0.56%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,721 shares 6,721$1.4M0.56%+4,775Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,591 shares 4,591$1.32M0.52%+2,701Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,134 shares 4,134$1.05M0.42%-152Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,238 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares; 2026Q1: 4,943 shares 4,943$862K0.34%-2,655Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,968 shares 2,968$853K0.34%-174Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,217 shares 1,217$736K0.29%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,695 shares 1,695$729K0.29%+144Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,379 shares 1,379$661K0.26%-45Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,949 shares 2,949$614K0.24%-27Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,456 shares 1,456$541K0.22%+3Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577$539K0.21%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 649 shares; 2025Q1: 869 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 801 shares 801$458K0.18%+20Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 1,258 shares; 2025Q2: 1,089 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,101 shares 1,101$408K0.16%-160Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,005 shares; 2025Q3: 6,143 shares; 2025Q4: 6,398 shares; 2026Q1: 6,844 shares 6,844$344K0.14%+446Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 848 shares 848$264K0.1%+28Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 1,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 713 shares 713$254K0.1%+9Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,827 shares 9,827$247K0.1%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,720 shares 1,720$238K0.09%-59Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
JPMJPMORGAN CHASE & CO850$274Kshares
CSCOCISCO SYS INC3,023$233Kshares
VTIVANGUARD INDEX FDS672$225Kshares
EQTEQT CORP4,000$214Kshares

How Q1 2026 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 0001695959-26-000002 base2026-04-28acceptance time not in the bulk data set