Hershey Financial Advisers, LLC

Q3 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$133,990
Net value change ($000)
-5,250 (-3.8%)
New positions
33
Sold out positions
31
Turnover %
90.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 5,514 NEW
ANGL 4,146 NEW
SJNK 4,104 NEW
USFR 4,040 NEW
SHY 4,007 NEW
OKTA 3,969 NEW
AAPL 3,667 1629.8%
FTNT 2,961 NEW
NTAP 2,804 NEW
TRV 2,416 NEW
Top Reduces (Value $000, Stocks/ETFs)
CWB -5,732 -100.0%
MINT -5,527 -100.0%
AMAT -5,107 -100.0%
VNLA -4,168 -100.0%
AOK -3,997 -100.0%
WDC -3,989 -100.0%
GBIL -3,981 -100.0%
AMD -3,254 -100.0%
DELL -3,088 -46.0%
INTC -3,052 -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