Fund Holdings — Hershey Financial Advisers, LLC

Total Portfolio Value
$139.24M
Total Bought
$70.58M
Total Sold
$45.90M
Net Transaction
+$24.68M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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PIMCO ETF TR
ENHAN SHRT MA AC
054,823+54,82305,5273.97%+5,527
DELL TECHNOLOGIES INC(DELL)13,23515,548+2,3132,1726,7084.82%+4,536
JANUS DETROIT STR TR
HENDRSN SHRT ETF
085,288+85,28804,1682.99%+4,168
ISHARES TR096,363+96,36303,9972.87%+3,997
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
4,92781,730+76,8032494,1332.97%+3,884
MICRON TECHNOLOGY INC(MU)1,0083,415+2,4073413,9422.83%+3,602
ADVANCED MICRO DEVICES INC(AMD)05,602+5,60203,2542.34%+3,254
INTEL CORP(INTC)021,859+21,85903,0522.19%+3,052
APPLIED MATLS INC6,8237,064+2412,3325,1073.67%+2,775
SPDR SERIES TRUST
ST STR P500GRW
021,049+21,04902,5051.80%+2,505
WESTERN DIGITAL CORP(WDC)5,7936,245+4521,5673,9892.86%+2,422
CROWDSTRIKE HLDGS INC(CRWD)03,151+3,15102,4051.73%+2,405
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
017,405+17,40502,2251.60%+2,225
ISHARES TR10,89527,023+16,1281,0403,1622.27%+2,122
ISHARES TR
U S EQUITY FACTR
024,760+24,76001,8731.34%+1,873
ON SEMICONDUCTOR CORP(ON)018,076+18,07601,7091.23%+1,709
ISHARES TR010,571+10,57101,6311.17%+1,631
VANGUARD WORLD FD017,132+17,13201,5061.08%+1,506
SCHWAB STRATEGIC TR13,21155,133+41,9223851,8661.34%+1,481
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,72011,055+7,3354681,8621.34%+1,394
ISHARES TR
MSCI USA QLT FCT
06,135+6,13501,3460.97%+1,346
COMFORT SYS USA INC(FIX)0604+60401,1970.86%+1,197
SPDR SERIES TRUST
ST STR CONV ETF
50,88453,167+2,2834,6575,7324.12%+1,076
HUNT J B TRANS SVCS INC(JBHT)03,578+3,57801,0360.74%+1,036
VANGUARD WORLD FD
INF TECH ETF
1,57515,599+14,0241,0991,8641.34%+765
FIRST TR EXCHANGE-TRADED FD03,382+3,38206970.50%+697
INVESCO QQQ TR0946+94606970.50%+697
INVESCO EXCH TRADED FD TR II4,1847,031+2,8474691,1360.82%+667
ISHARES TR04,851+4,85106020.43%+602
FIDELITY COMWLTH TR05,172+5,17205340.38%+534
SCHWAB STRATEGIC TR013,219+13,21904870.35%+487
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
03,631+3,63104440.32%+444
VANGUARD INDEX FDS2,5132,710+1971,5021,8611.34%+360
VANGUARD WORLD FD
COMM SRVC ETF
6,3388,138+1,8001,1401,4971.08%+357
VANGUARD SPECIALIZED FUNDS01,333+1,33303150.23%+315
ISHARES TR79,80981,878+2,0693,7814,0852.93%+304
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
03,415+3,41502770.20%+277
ISHARES TR
CORE UNIVRSL USD
29,67735,438+5,7611,3711,6351.17%+265
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
02,242+2,24202580.18%+258
APPLE INC(AAPL)0778+77802250.16%+225
MARVELL TECHNOLOGY INC(MRVL)0741+74102210.16%+221
ALPHABET INC(GOOG)0569+56902030.15%+203
FIRST TR EXCHANGE-TRADED FD12,50514,497+1,9921,1601,3620.98%+202
FIRST TR EXCHANGE-TRADED ALP
COM SHS
13,23112,816-4151,6131,7931.29%+179
FIRST TR EXCHANGE-TRADED FD
SHS
5,1188,242+3,1242413970.29%+156
ISHARES TR
CORE INTL AGGR
15,34518,225+2,8807689220.66%+154
SPDR INDEX SHS FDS
ST STR PO EX ETF
13,51214,405+8936177260.52%+109
VANGUARD INDEX FDS1,8061,946+1403724790.34%+107
GOLDMAN SACHS ETF TR38,72439,746+1,0223,8803,9812.86%+101
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,2153,264+494665550.40%+89
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
15,79315,538-2556146890.50%+76
VANGUARD MUN BD FDS6,0997,466+1,3673043780.27%+73
ISHARES TR5,0294,894-1355065750.41%+69
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
7,4367,242-1944565230.38%+67
NVIDIA CORPORATION(NVDA)1,8181,834+163173670.26%+50
SPDR INDEX SHS FDS
ST PORT MARK ETF
4,2694,598+3292002380.17%+38
VANGUARD WORLD FD
HEALTH CAR ETF
5,9395,500-4391,6171,6451.18%+27
VANGUARD WORLD FD
INDUSTRIAL ETF
5,4794,820-6591,7111,7371.25%+26
VANGUARD INDEX FDS16,67715,526-1,1511,4791,4971.08%+18
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
28,30523,744-4,5612,1282,1391.54%+11
PIMCO ETF TR
MULTISECTOR BD
11,14711,195+482922970.21%+5
VANGUARD WORLD FD
CONSUM DIS ETF
2,9032,629-2741,0421,0430.75%0
VANGUARD WORLD FD
FINANCIALS ETF
8,5147,723-7911,0291,0160.73%-12
EA SERIES TRUST
ALPHA ARCH 1-3
22,87222,597-2752,6602,6461.90%-14
DIMENSIONAL ETF TRUST
GLOBAL CR ETF
9,8489,403-4455335140.37%-19
ISHARES TR
MSCI USA MIN ETF
12,62411,920-7041,1711,1500.83%-21
PIMCO ETF TR
ACTIVE BD ETF
2,4612,217-2442272040.15%-23
PIMCO ETF TR
MUNI INCOME OPP
10,0839,060-1,0234554150.30%-41
PIMCO ETF TR
INTER MUN BD ACT
11,08110,083-9985785300.38%-48
VANGUARD BD INDEX FDS9,6708,968-7027126580.47%-54
VANGUARD BD INDEX FDS14,12412,864-1,2609718870.64%-85
VANGUARD BD INDEX FDS12,64211,434-1,2089768770.63%-99
VANGUARD WORLD FD
CONSUM STP ETF
6,9076,354-5531,5511,4331.03%-119
VANGUARD WORLD FD
MATERIALS ETF
7,5376,865-6721,6981,5711.13%-128
VANGUARD BD INDEX FDS18,06616,349-1,7171,4171,2740.91%-143
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
31,95623,514-8,4422,1702,0101.44%-161
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,4224,188-2,2345093310.24%-178
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
8,5965,576-3,0205033250.23%-179
SPDR SERIES TRUST
ST STR RATE ETF
16,44310,585-5,8585063270.23%-180
VANGUARD WORLD FD
UTILITIES ETF
8,7067,895-8111,7251,5451.11%-180
SPDR SERIES TRUST
ST STR BL 12 ETF
24,55722,747-1,8102,4422,2611.62%-181
VANGUARD MALVERN FDS15,50711,528-3,9797755790.42%-196
VANGUARD WORLD FD4,0840-4,0842650—-265
MICROSOFT CORP(MSFT)7360-7362720—-272
VANGUARD WORLD FD
ENERGY ETF
12,18710,707-1,4802,1091,6071.15%-501
ISHARES TR2,0160-2,0165020—-502
ISHARES TR
MSCI USA MMENTM
2,2250-2,2255340—-534
HARBOR ETF TRUST
COMM ALL WEA ETF
27,7190-27,7198600—-860
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
24,3360-24,3361,0750—-1,075
VANGUARD INDEX FDS4,0978,042+3,9451,7906930.50%-1,097
WISDOMTREE TR(WT)10,1970-10,1971,1140—-1,114
FEDEX CORP(FDX)3,3550-3,3551,1950—-1,195
FIDELITY COVINGTON TRUST18,7270-18,7271,2100—-1,210
RTX CORPORATION(RTX)6,3420-6,3421,2230—-1,223
J P MORGAN EXCHANGE TRADED F
JPMORGAN DIVER
10,3670-10,3671,3500—-1,350
CORNING INC(GLW)11,1010-11,1011,5090—-1,509
SPDR SERIES TRUST
ST STR BLO 1 ETF
61,62644,456-17,1705,6474,0742.93%-1,573
FIRST TR EXCHANGE-TRADED FD12,6970-12,6971,6120—-1,612
GE VERNOVA INC(GEV)1,9740-1,9741,7230—-1,723
APA CORPORATION(APA)42,2870-42,2871,7950—-1,795
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Hershey Financial Advisers, LLC — 13F Holdings — Q2 2026 | TickerTrail