Hapanowicz & Associates Financial Services, Inc
RIA/Wealth
Hapanowicz & Associates Financial Services, Inc is a RIA/Wealth based in Pittsburgh, PA led by Robert Edwin Hapanowicz, reporting $574.7M in AUM as of Q3 2025 with 83% ETF concentration, 94% concentrated in top 10 holdings, and 29% allocation to VONG.
PresidentRobert Edwin Hapanowicz
- Portfolio Value
- $216.6M
- Positions
- 34
- Top Holding
- VONG at 29.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hapanowicz & Associates Financial Services, Inc's portfolio (93.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $63.5M | 29.30% | -$674.6K Sold | — 526.7K shares | |
ETF ETF | $54.1M | 24.96% | +$1.5M Bought | — 604.9K shares | |
ETF ETF | $37.4M | 17.25% | +$820.7K Bought | — 56.1K shares | |
Unknown Unknown | $18.4M | 8.48% | +$335.6K Bought | — 85.1K shares | |
Unknown Unknown | $8.5M | 3.94% | +$218.0K Bought | — 29.1K shares | |
ETF ETF | $6.4M | 2.96% | +$252.8K Bought | — 21.2K shares | |
ETF ETF | $5.1M | 2.38% | -$28.4K Sold | — 47.2K shares | |
ETF ETF | $5.0M | 2.30% | -$310.2K Sold | — 76.8K shares | |
ETF ETF | $3.4M | 1.59% | -$9.4K Sold | — 24.7K shares | |
ETF ETF | $1.4M | 0.66% | -$38.1K Sold | — 14.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hapanowicz & Associates Financial Services, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+239.5% | |
+15.79% | |
+13.48% | |
+11.08% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-22.52% | |
-5.85% | |
-5.02% | |
-2.61% |
Analytics
Portfolio insights and performance metrics for Hapanowicz & Associates Financial Services, Inc
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