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The Analysis of Hapanowicz & Associates Financial Services, Inc's Holdings & P&L

Currently, Hapanowicz & Associates Financial Services, Inc holds 37 types of securities in its portfolio with a total value $321.5M. In the most recent quarter, they have increased their positions in UTWO (+740.2K shares, valued at $35.5M), OSK (+13.2K shares, valued at $2.0M), GLD (+1.2K shares, valued at $427.7K); decreased their positions in VONE (-582 shares, valued at $197.1K), ACWX (-2.2K shares, valued at $166.5K), FYX (-894 shares, valued at $129.0K); initiated new positions in UTWO (+740.2K shares, valued at $35.5M), OSK (+13.2K shares, valued at $2.0M), VOO (+396 shares, valued at $272.0K).

1M P&L

-2.2M-0.80%

3M P&L

+6.8M+2.53%

HY P&L

+25.3M+10.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A262.8M

95.6%

2Internet Content & Information2.7M

1.0%

3Farm & Heavy Construction Machinery2.0M

0.7%

Top Industries by Stock Count

1N/A17 stocks

54.8%

2Internet Content & Information2 stocks

6.5%

3Internet Retail1 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS531.1K shares0.59%2026-06-302026-07-29

VONV VANGUARD SCOTTSDALE FDS614.9K shares-0.14%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T59.2K shares0.59%2026-06-302026-07-29

UTWO RBB FD INC740.2K sharesnew addition2026-06-302026-07-29

SCHR SCHWAB STRATEGIC TR1.4M shares-0.01%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS89.6K shares1.09%2026-06-302026-07-29

VOT VANGUARD INDEX FDS30.6K shares0.31%2026-06-302026-07-29

VONE VANGUARD SCOTTSDALE FDS21.5K shares-2.64%2026-06-302026-07-29

Sponsored

FYX FIRST TR EXCHANGE-TRADED ALP41.6K shares-2.10%2026-06-302026-07-29

ACWX ISHARES TR61.1K shares-3.46%2026-06-302026-07-29

IWS ISHARES TR21.9K shares-0.52%2026-06-302026-07-29

MMIT NEW YORK LIFE INVTS ACTIVE E103.8K shares7.52%2026-06-302026-07-29

OSK OSHKOSH CORP13.2K sharesnew addition2026-06-302026-07-29

GOOG ALPHABET INC4.5K shares-1.09%2026-06-302026-07-29

AMZN AMAZON COM INC6.7K shares0.00%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND3.0K shares-0.66%2026-06-302026-07-29

Sponsored

IWR ISHARES TR14.1K shares-4.22%2026-06-302026-07-29

AAPL APPLE INC4.0K shares-2.23%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.6K shares0.00%2026-06-302026-07-29

GOOGL ALPHABET INC3.0K shares0.00%2026-06-302026-07-29

GLD SPDR GOLD TR2.9K shares68.50%2026-06-302026-07-29

NVDA NVIDIA CORPORATION5.0K shares0.71%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC2.9K shares0.00%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-06-302026-07-29

Sponsored

LMT LOCKHEED MARTIN CORP1.2K shares-0.90%2026-06-302026-07-29

TSLA TESLA INC1.5K shares0.00%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC801 shares0.00%2026-06-302026-07-29

MSFT MICROSOFT CORP1.0K shares-5.90%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC6.7K shares-1.46%2026-06-302026-07-29

VOO VANGUARD INDEX FDS396 sharesnew addition2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-06-302026-07-29

TAFI AB ACTIVE ETFS INC9.8K shares0.00%2026-06-302026-07-29

Sponsored

CISCO SYS INC CISCO SYS INC2.1K sharesnew addition2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS608 sharesnew addition2026-06-302026-07-29

FDX FEDEX CORP713 shares0.00%2026-06-302026-07-29

MCD MCDONALDS CORP806 shares-4.95%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO624 sharesnew addition2026-06-302026-07-29

VONG

VANGUARD SCOTTSDALE FDS

0.59%

Shares531.1K

Event2026-06-30

Filed2026-07-29

VONV

VANGUARD SCOTTSDALE FDS

-0.14%

Shares614.9K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.59%

Shares59.2K

Event2026-06-30

Filed2026-07-29

UTWO

RBB FD INC

New

Shares740.2K

Event2026-06-30

Filed2026-07-29

SCHR

SCHWAB STRATEGIC TR

-0.01%

Shares1.4M

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

1.09%

Shares89.6K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.31%

Shares30.6K

Event2026-06-30

Filed2026-07-29

VONE

VANGUARD SCOTTSDALE FDS

-2.64%

Shares21.5K

Event2026-06-30

Filed2026-07-29

FYX

FIRST TR EXCHANGE-TRADED ALP

-2.10%

Shares41.6K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES TR

-3.46%

Shares61.1K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

-0.52%

Shares21.9K

Event2026-06-30

Filed2026-07-29

MMIT

NEW YORK LIFE INVTS ACTIVE E

7.52%

Shares103.8K

Event2026-06-30

Filed2026-07-29

OSK

OSHKOSH CORP

New

Shares13.2K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.09%

Shares4.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-0.66%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

-4.22%

Shares14.1K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-2.23%

Shares4.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

68.50%

Shares2.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.71%

Shares5.0K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-0.90%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.00%

Shares801

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-5.90%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-1.46%

Shares6.7K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

New

Shares396

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TAFI

AB ACTIVE ETFS INC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

New

Shares608

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

0.00%

Shares713

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-4.95%

Shares806

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

New

Shares624

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available