HERSHEY FINANCIAL ADVISERS, LLC

Filed: 8/18/2025ACC: 0002034214-25-000003

📋 What this filing means

HERSHEY FINANCIAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $111.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$111.71M

Total AUM (reported)

1.52M

Total Shares

Allocation by class

COM$12.03M10.8%

BLOOMBERG 1-3 MO$5.60M5.0%

BLOOMBERG 3-12 M$4.63M4.1%

ALPHA ARCH 1-3$4.37M3.9%

CONV BD ETF$4.12M3.7%

FALLEN ANGEL HG$3.96M3.5%

ULTRA SHRT ETF$3.95M3.5%

Portfolio Concentration

Top 3$14.60M13.1%

4–10$26.94M24.1%

11–25$31.03M27.8%

Rest$39.14M35.0%

Top 3 weight

13.1%

Top 10 weight

37.2%

Voting Authority Distribution

Total shares with voting rights: 1.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole69

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings69

Rows:

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares61.02K

TypeSH

Market value$5.60M

5.01%

Sole

0.00

Shared

0.00

None

61.02K

SPDR SERIES TRUST

SOLE

BLOOMBERG 3-12 M

Shares46.58K

TypeSH

Market value$4.63M

4.15%

Sole

0.00

Shared

0.00

None

46.58K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares38.77K

TypeSH

Market value$4.37M

3.91%

Sole

0.00

Shared

0.00

None

38.77K

ISHARES TR

SOLE

CONV BD ETF

Shares45.71K

TypeSH

Market value$4.12M

3.69%

Sole

0.00

Shared

0.00

None

45.71K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares135.32K

TypeSH

Market value$3.96M

3.55%

Sole

0.00

Shared

0.00

None

135.32K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares77.87K

TypeSH

Market value$3.95M

3.53%

Sole

0.00

Shared

0.00

None

77.87K

ISHARES TR

SOLE

SHORT TREAS BD

Shares34.91K

TypeSH

Market value$3.86M

3.45%

Sole

0.00

Shared

0.00

None

34.91K

ISHARES TR

SOLE

FALN ANGLS USD

Shares138.26K

TypeSH

Market value$3.75M

3.36%

Sole

0.00

Shared

0.00

None

138.26K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares31.29K

TypeSH

Market value$3.73M

3.34%

Sole

0.00

Shared

0.00

None

31.29K

ISHARES TR

SOLE

MORNINGSTAR GRWT

Shares36.99K

TypeSH

Market value$3.58M

3.21%

Sole

0.00

Shared

0.00

None

36.99K

INVESCO EXCH TRADED FD TR II

SOLE

TAXABLE MUN BD

Shares133.50K

TypeSH

Market value$3.54M

3.17%

Sole

0.00

Shared

0.00

None

133.50K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares109.43K

TypeSH

Market value$3.20M

2.86%

Sole

0.00

Shared

0.00

None

109.43K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares33.43K

TypeSH

Market value$2.63M

2.36%

Sole

0.00

Shared

0.00

None

33.43K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares19.48K

TypeSH

Market value$2.13M

1.90%

Sole

0.00

Shared

0.00

None

19.48K

QUANTA SVCS INC

SOLE

COM

Shares5.30K

TypeSH

Market value$2.00M

1.79%

Sole

0.00

Shared

0.00

None

5.30K

ON SEMICONDUCTOR CORP

SOLE

COM

Shares38.18K

TypeSH

Market value$2.00M

1.79%

Sole

0.00

Shared

0.00

None

38.18K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares10.36K

TypeSH

Market value$1.77M

1.59%

Sole

0.00

Shared

0.00

None

10.36K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares13.76K

TypeSH

Market value$1.75M

1.57%

Sole

0.00

Shared

0.00

None

13.76K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares4.75K

TypeSH

Market value$1.74M

1.56%

Sole

0.00

Shared

0.00

None

4.75K

VANGUARD WORLD FD

SOLE

INDUSTRIAL ETF

Shares6.21K

TypeSH

Market value$1.74M

1.56%

Sole

0.00

Shared

0.00

None

6.21K

VANGUARD WORLD FD

SOLE

UTILITIES ETF

Shares9.82K

TypeSH

Market value$1.73M

1.55%

Sole

0.00

Shared

0.00

None

9.82K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares2.60K

TypeSH

Market value$1.72M

1.54%

Sole

0.00

Shared

0.00

None

2.60K

VANGUARD WORLD FD

SOLE

CONSUM DIS ETF

Shares4.67K

TypeSH

Market value$1.69M

1.51%

Sole

0.00

Shared

0.00

None

4.67K

MICROCHIP TECHNOLOGY INC.

SOLE

COM

Shares24.03K

TypeSH

Market value$1.69M

1.51%

Sole

0.00

Shared

0.00

None

24.03K

VANGUARD WORLD FD

SOLE

CONSUM STP ETF

Shares7.71K

TypeSH

Market value$1.69M

1.51%

Sole

0.00

Shared

0.00

None

7.71K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	61.02K	SH	$5.60M 5.01%	61.02K
SPDR SERIES TRUSTSOLE	BLOOMBERG 3-12 M	46.58K	SH	$4.63M 4.15%	46.58K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	38.77K	SH	$4.37M 3.91%	38.77K
ISHARES TRSOLE	CONV BD ETF	45.71K	SH	$4.12M 3.69%	45.71K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	135.32K	SH	$3.96M 3.55%	135.32K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	77.87K	SH	$3.95M 3.53%	77.87K
ISHARES TRSOLE	SHORT TREAS BD	34.91K	SH	$3.86M 3.45%	34.91K
ISHARES TRSOLE	FALN ANGLS USD	138.26K	SH	$3.75M 3.36%	138.26K
ISHARES TRSOLE	3 7 YR TREAS BD	31.29K	SH	$3.73M 3.34%	31.29K
ISHARES TRSOLE	MORNINGSTAR GRWT	36.99K	SH	$3.58M 3.21%	36.99K
INVESCO EXCH TRADED FD TR IISOLE	TAXABLE MUN BD	133.50K	SH	$3.54M 3.17%	133.50K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	109.43K	SH	$3.20M 2.86%	109.43K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	33.43K	SH	$2.63M 2.36%	33.43K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	19.48K	SH	$2.13M 1.90%	19.48K
QUANTA SVCS INCSOLE	COM	5.30K	SH	$2.00M 1.79%	5.30K
ON SEMICONDUCTOR CORPSOLE	COM	38.18K	SH	$2.00M 1.79%	38.18K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	10.36K	SH	$1.77M 1.59%	10.36K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	13.76K	SH	$1.75M 1.57%	13.76K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	4.75K	SH	$1.74M 1.56%	4.75K
VANGUARD WORLD FDSOLE	INDUSTRIAL ETF	6.21K	SH	$1.74M 1.56%	6.21K
VANGUARD WORLD FDSOLE	UTILITIES ETF	9.82K	SH	$1.73M 1.55%	9.82K
VANGUARD WORLD FDSOLE	INF TECH ETF	2.60K	SH	$1.72M 1.54%	2.60K
VANGUARD WORLD FDSOLE	CONSUM DIS ETF	4.67K	SH	$1.69M 1.51%	4.67K
MICROCHIP TECHNOLOGY INC.SOLE	COM	24.03K	SH	$1.69M 1.51%	24.03K
VANGUARD WORLD FDSOLE	CONSUM STP ETF	7.71K	SH	$1.69M 1.51%	7.71K

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