Hershey Financial Advisers, LLC

Q1 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$115,800
Net value change ($000)
-2,509 (-2.1%)
New positions
33
Sold out positions
31
Turnover %
85.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ICVT 6,421 NEW
ANGL 4,081 NEW
STIP 3,897 NEW
GBIL 3,880 NEW
AOM 3,781 NEW
FDL 2,282 388.8%
DELL 2,172 NEW
JMOM 2,170 NEW
APA 1,795 NEW
VUG 1,790 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -4,271 -85.7%
VNLA -4,140 -100.0%
VGIT -3,954 -100.0%
SPIB -3,890 -100.0%
IEF -3,856 -100.0%
EFAV -1,866 -100.0%
DSI -1,746 -100.0%
LRGF -1,718 -100.0%
BOXX -1,708 -39.1%
EPS -1,692 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type