account_balance
Investment manager · 13F filer · SEC CIK 2034214
Hershey Financial Advisers, LLC
Reported value$134Mas of Sep 30, 2026
Positions87 33 new, 31 sold out
Top 10 weight30.9%ICVT alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ICVTiShares Tr
4.1%New
JPSTJ P Morgan Exchange Traded F
3.1%Added +2%
ANGLVaneck ETF Trust
3.1%New
SJNKSPDR Series Trust
3.1%New
USFRWisdomtree Tr
3.0%New
SHYiShares Tr
3.0%New
OKTAOkta, Inc.
3.0%New
AOMiShares Tr
3.0%
AAPLApple Inc.
2.9%Added +1402%
DELLDell Technologies Inc.
2.7%Trimmed −57%
MUMicron Technology Inc
2.7%Trimmed −2%
CRWDCrowdStrike Holdings, Inc.
2.6%Added +3%
ICVTiShares Tr
4.1%New
JPSTJ P Morgan Exchange Traded F
3.1%
ANGLVaneck ETF Trust
3.1%
SJNKSPDR Series Trust
3.1%New
USFRWisdomtree Tr
3.0%New
SHYiShares Tr
3.0%New
OKTAOkta, Inc.
3.0%
AOMiShares Tr
3.0%
AAPLApple Inc.
2.9%
DELLDell Technologies Inc.
2.7%
MUMicron Technology Inc
2.7%
CRWDCrowdStrike Holdings, Inc.
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ICVT iShares Tr 4.1% New
JPST J P Morgan Exchange Traded F 3.1% Added +2%
ANGL Vaneck ETF Trust 3.1% New
SJNK SPDR Series Trust 3.1% New
USFR Wisdomtree Tr 3.0% New
SHY iShares Tr 3.0% New
OKTA Okta, Inc. 3.0% NewAOM iShares Tr 3.0% Held
AAPL Apple Inc. 2.9% Added +1402%DELL Dell Technologies Inc. 2.7% Trimmed −57%MU Micron Technology Inc 2.7% Trimmed −2%CRWD CrowdStrike Holdings, Inc. 2.6% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.