Hershey Financial Advisers, LLC 13F Holdings · Q2 2026
Hershey Financial Advisers, LLC reported 85 securities worth $139.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DELL (4.82%), CWB (4.12%), MINT (3.97%). Among its top 25 positions this quarter: 9 new, 11 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DELL | DELL TECHNOLOGIES INC | $6.7M | 4.82% | 15,548 | Added |
| 2 | CWB | SPDR SERIES TRUST | $5.7M | 4.12% | 53,167 | Added |
| 3 | MINT | PIMCO ETF TR | $5.5M | 3.97% | 54,823 | New |
| 4 | AMAT | APPLIED MATLS INC | $5.1M | 3.67% | 7,064 | Added |
| 5 | VNLA | JANUS DETROIT STR TR | $4.2M | 2.99% | 85,288 | New |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $4.1M | 2.97% | 81,730 | Added |
| 7 | AOM | ISHARES TR | $4.1M | 2.93% | 81,878 | Added |
| 8 | BIL | SPDR SERIES TRUST | $4.1M | 2.93% | 44,456 | Trimmed |
| 9 | AOK | ISHARES TR | $4.0M | 2.87% | 96,363 | New |
| 10 | GBIL | GOLDMAN SACHS ETF TR | $4.0M | 2.86% | 39,746 | Added |
| 11 | WDC | WESTERN DIGITAL CORP | $4.0M | 2.86% | 6,245 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $3.9M | 2.83% | 3,415 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.3M | 2.34% | 5,602 | New |
| 14 | ILCG | ISHARES TR | $3.2M | 2.27% | 27,023 | Added |
| 15 | INTC | INTEL CORP | $3.1M | 2.19% | 21,859 | New |
| 16 | BOXX | EA SERIES TRUST | $2.6M | 1.90% | 22,597 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $2.5M | 1.80% | 21,049 | New |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 1.73% | 3,151 | New |
| 19 | BILS | SPDR SERIES TRUST | $2.3M | 1.62% | 22,747 | Trimmed |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $2.2M | 1.60% | 17,405 | New |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.54% | 23,744 | Trimmed |
| 22 | JMOM | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.44% | 23,514 | Trimmed |
| 23 | LRGF | ISHARES TR | $1.9M | 1.34% | 24,760 | New |
| 24 | PWB | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.34% | 11,055 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $1.9M | 1.34% | 55,133 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR