Hapanowicz & Associates Financial Services, Inc
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 255,190
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 34 | 255,190 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q3 2025 | 11/12/2025 | 34 | 216,603 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q2 2025 | 8/5/2025 | 34 | 198,012 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 231 K | 90.5% | 37.89 K | 0 | 37.89 K |
| ETFs | 24.18 K | 9.5% | 693 | 0 | 693 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
255,190
Holdings
34
QoQ value change ($000)
38,587
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.