Hapanowicz & Associates Financial Services, Inc.
Hapanowicz & Associates Financial Services, Inc. is a Pittsburgh, Pennsylvania-based independent registered investment adviser (RIA) founded in 2011. The firm employs approximately 11–13 professionals and provides comprehensive wealth management, financial planning, and investment advisory services primarily to individuals and high net worth individuals. Their focus is on simplifying the complexities of their clients’ financial lives and providing fiduciary advice tailored to personal goals and legacy planning needs.
Investment Strategy
Hapanowicz & Associates Financial Services, Inc. follows a diversified, client-centric approach—allocating assets across equities, fixed income, and other strategies tailored to each client's goals, risk profile, and legacy priorities. The firm manages both discretionary and non-discretionary accounts, invests primarily in a blend of ETFs and individual equities (with a significant concentration in broad-market and value-focused ETFs), and emphasizes long-term planning, active portfolio rebalancing, and fiduciary responsibility for comprehensive wealth management.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 29.36% | $58.1M | 532,343 | $60.13 | $109.20 | +$10.3M |
V VONV | VANGUARD SCOTTSDALE FDS | 25.31% | $50.1M | 588,179 | $59.11 | $85.21 | +$1.9M |
S SPY | SPDR S&P 500 ETF TR | 17.12% | $33.9M | 54,851 | $575.15 | $617.85 | +$3.3M |
V VIG | VANGUARD SPECIALIZED FUNDS | 8.64% | $17.1M | 83,588 | $156.78 | $204.67 | +$969.6K |
V VOT | VANGUARD INDEX FDS | 4.07% | $8.1M | 28,309 | $215.69 | $284.39 | +$1.2M |