Hershey Financial Advisers, LLC

CIK 0002034214 • 5 13F filings • Aug 18, 2025 – Aug 11, 2026

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Filer information

Filed by: Hershey Financial Advisers, LLC, Compliance assistant
Address: 120 NORTH POINTE BLVD SUITE 302, LANCASTER, PA, 17601
Phone: 717-295-8888
AUM: $118.3M

AUM over time

$139.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $118.3M75 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$1.6M	1.4%	11,506 SH	New
ALIGN TECHNOLOGY INC	COM	$1.6M	1.4%	10,282 SH	New
ALPHABET INC	CAP STK CL A	$277K	0.2%Prev: 0.2%	886 SH	Increased+51 SH
AMERICAN CENTY ETF TR	FOCUSED DYNAMIC	$1.1M	0.9%	8,636 SH	New
APPLE INC	COM	$343K	0.3%Prev: 0.3%	1,260 SH	Increased+88 SH
APPLIED MATLS INC	COM	$1.7M	1.4%Prev: 2.0%	6,476 SH	Decreased-4,779 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$494K	0.4%Prev: 0.4%	9,110 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$638K	0.5%Prev: 0.5%	16,115 SH	Increased+144 SH
DOLLAR GEN CORP NEW	COM	$1.6M	1.4%	12,310 SH	New
DOLLAR TREE INC	COM	$1.6M	1.4%	13,380 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$4.4M	3.7%Prev: 3.8%	37,950 SH	Decreased-1,267 SH
ELI LILLY & CO	COM	$1.6M	1.3%	1,464 SH	New
EXPEDIA GROUP INC	COM NEW	$1.7M	1.4%	5,938 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.1M	1.0%Prev: 0.4%	12,424 SH	Increased+7,073 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$1.7M	1.4%Prev: 1.4%	22,335 SH	Increased+655 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$587K	0.5%	13,240 SH	New
FIRST TR EXCHANGE-TRADED FD	SSI STRG ETF	$1.0M	0.9%	23,490 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$1.0M	0.9%	8,259 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$584K	0.5%	9,845 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.6M	1.4%	21,971 SH	New
ISHARES TR	7-10 YR TRSY BD	$3.9M	3.3%Prev: 3.1%	40,100 SH	Increased+2,396 SH
ISHARES TR	CORE INTL AGGR	$600K	0.5%Prev: 0.5%	11,994 SH	Increased+520 SH
ISHARES TR	CORE S&P US GWT	$580K	0.5%	3,454 SH	New
ISHARES TR	CORE S&P500 ETF	$582K	0.5%	850 SH	New
ISHARES TR	CORE UNIVRSL USD	$1.1M	0.9%	23,742 SH	New
ISHARES TR	ESG MSCI KLD 400	$1.7M	1.5%Prev: 0.9%	13,556 SH	Increased+4,906 SH
ISHARES TR	MORNINGSTAR GRWT	$950K	0.8%Prev: 1.0%	9,128 SH	Decreased-1,907 SH
ISHARES TR	MSCI EAFE MIN VL	$1.9M	1.6%	21,639 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.7M	1.4%	17,906 SH	New
ISHARES TR	MSCI USA MMENTM	$529K	0.4%	2,114 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.2M	1.0%	5,915 SH	New
ISHARES TR	S&P 100 ETF	$1.4M	1.2%	4,013 SH	New
ISHARES TR	TRS FLT RT BD	$3.9M	3.3%	78,206 SH	New
ISHARES TR	U S EQUITY FACTR	$1.7M	1.5%	24,744 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.0M	0.9%	16,475 SH	New
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.1M	3.5%	84,254 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$506K	0.4%	13,733 SH	New
MICRON TECHNOLOGY INC	COM	$1.9M	1.6%	6,605 SH	New
MICROSOFT CORP	COM	$482K	0.4%Prev: 0.4%	997 SH	Decreased-13 SH
NVIDIA CORPORATION	COM	$519K	0.4%Prev: 0.4%	2,782 SH	Increased+554 SH
PIMCO ETF TR	INTER MUN BD ACT	$215K	0.2%	4,104 SH	New
PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$476K	0.4%	6,955 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.2M	1.0%	11,817 SH	New
RTX CORPORATION	COM	$1.1M	1.0%	6,224 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$608K	0.5%Prev: 0.5%	23,174 SH	Decreased-1,330 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$491K	0.4%Prev: 2.5%	15,066 SH	Decreased-75,639 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$601K	0.5%Prev: 0.4%	13,538 SH	Increased+1,829 SH
SPDR SERIES TRUST	STATE STREET SPD	$15.3M	12.9%	237,500 SH	New
TESLA INC	COM	$1.5M	1.3%Prev: 0.8%	3,317 SH	Increased+1,281 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.2M	1.0%Prev: 1.2%	15,746 SH	Decreased-2,474 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	1.0%Prev: 1.2%	17,454 SH	Decreased-2,746 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.9%Prev: 1.4%	13,456 SH	Decreased-7,213 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.0M	4.2%Prev: 0.2%	67,279 SH	Increased+64,365 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$370K	0.3%Prev: 0.3%	1,769 SH	Increased+226 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$478K	0.4%	1,519 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	1.0%Prev: 1.1%	13,116 SH	Decreased-470 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	1.3%Prev: 1.1%	2,436 SH	Increased+310 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$418K	0.4%Prev: 0.5%	8,451 SH	Decreased-2,434 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$306K	0.3%	6,090 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.0M	3.3%	65,971 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.1M	0.9%	3,607 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	1.1%	6,026 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$1.9M	1.6%Prev: 1.7%	10,050 SH	Decreased-380 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.8M	1.5%Prev: 1.6%	4,547 SH	Decreased-169 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.6M	1.3%Prev: 1.4%	7,559 SH	Decreased-254 SH
VANGUARD WORLD FD	ENERGY ETF	$1.7M	1.4%Prev: 1.5%	13,466 SH	Decreased-470 SH
VANGUARD WORLD FD	EXTENDED DUR	$387K	0.3%	5,948 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$1.8M	1.5%Prev: 1.6%	13,443 SH	Decreased-484 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.9M	1.6%Prev: 1.1%	6,499 SH	Increased+1,609 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$1.8M	1.5%Prev: 1.6%	6,041 SH	Decreased-234 SH
VANGUARD WORLD FD	INF TECH ETF	$1.9M	1.6%Prev: 1.7%	2,478 SH	Decreased-115 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.7M	1.5%Prev: 1.5%	8,292 SH	Decreased-298 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$1.1M	0.9%	4,296 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$1.8M	1.5%Prev: 1.6%	9,560 SH	Decreased-366 SH
WISDOMTREE TR	US LARGECAP FUND	$1.7M	1.4%Prev: 1.4%	23,882 SH	Increased-559 SH

Sold (vs prior filing)

ALLSTATE CORP — $2.0M
BUILDERS FIRSTSOURCE INC — $1.3M
DIAMONDBACK ENERGY INC — $1.3M
FIDELITY COVINGTON TRUST — $1.2M
FIRST TR EXCHANGE-TRADED ALP — $1.0M
FIRST TR EXCHANGE-TRADED FD — $1.2M
INVESCO ACTVELY MNGD ETC FD — $140K
INVESCO EXCH TRADED FD TR II — $412K
INVESCO EXCH TRADED FD TR II — $3.5M
INVESCO EXCH TRD SLF IDX FD — $1.1M
INVESCO EXCHANGE TRADED FD T — $1.7M
INVESCO EXCHANGE TRADED FD T — $532K
INVESCO EXCHANGE TRADED FD T — $448K
ISHARES TR — $4.5M
ISHARES TR — $1.1M
ISHARES TR — $1.3M
ISHARES TR — $489K
ISHARES TR — $603K
ISHARES TR — $3.8M
J P MORGAN EXCHANGE TRADED F — $3.8M
… and 19 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 18, 2026	Q4 2025	13F-HR	0002034214-26-000001	$118.3M	View
Nov 17, 2025	Q3 2025	13F-HR	0002034214-25-000004	$116.7M	View
Aug 11, 2026	Q2 2026