Hershey Financial Advisers, LLC
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 139,240
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 85 | 139,240 | 13F-HR | Hershey Financial Advisers, LLC |
| Q1 2026 | 5/6/2026 | 80 | 115,800 | 13F-HR | Hershey Financial Advisers, LLC |
| Q4 2025 | 2/18/2026 | 78 | 118,309 | 13F-HR | Hershey Financial Advisers, LLC |
| Q3 2025 | 11/17/2025 | 76 | 116,676 | 13F-HR | Hershey Financial Advisers, LLC |
| Q2 2025 | 8/18/2025 | 69 | 111,714 | 13F-HR | Hershey Financial Advisers, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.79 K | 27.9% | 10.24 K | 0 | 10.24 K |
| ETFs | 98.29 K | 70.6% | 17.22 K | 0 | 17.22 K |
| Debt | 2.161 K | 1.6% | 0 | 227 | -227 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
139,240
Holdings
85
QoQ value change ($000)
23,440
(20.2%)
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.