Hapanowicz & Associates Financial Services, Inc
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 251,417
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 31 | 251,417 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| 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 | 17.95 K | 7.1% | 0 | 213.1 K | -213.1 K |
| ETFs | 233.5 K | 92.9% | 209.3 K | 0 | 209.3 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
251,417
Holdings
31
QoQ value change ($000)
-3,773
(-1.5%)
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.