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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.
Latest 13F Filing Activity
Hapanowicz & Associates Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $198M. The fund increased holdings in Vanguard Scottsdale FDS, SPDR S&P 500 Etf TR, Vanguard Scottsdale FDS among other positions. Hapanowicz & Associates Financial Services, Inc. reduced exposure to First TR Exchange-traded Alp, Avidxchange Holdings Inc., Ishares TR among others.
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 |
Industry Allocation
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