HERSHEY FINANCIAL ADVISERS, LLC

Filed: 11/17/2025ACC: 0002034214-25-000004

📋 What this filing means

HERSHEY FINANCIAL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $116.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$116.68M

Total AUM (reported)

1.58M

Total Shares

Allocation by class

COM$11.64M10.0%

BLOOMBERG 1-3 MO$5.22M4.5%

BLOOMBERG 3-12 M$4.56M3.9%

ALPHA ARCH 1-3$4.47M3.8%

CONV BD ETF$4.46M3.8%

FALLEN ANGEL HG$3.95M3.4%

ULTRA SHRT ETF$3.82M3.3%

Portfolio Concentration

Top 3$14.24M12.2%

4–10$26.84M23.0%

11–25$30.39M26.0%

Rest$45.21M38.7%

Top 3 weight

12.2%

Top 10 weight

35.2%

Voting Authority Distribution

Total shares with voting rights: 1.58M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.58M

% of voting shares100.0%

Investment Discretion (by position count)

Sole76

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings76

Rows:

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares56.90K

TypeSH

Market value$5.22M

4.47%

Sole

0.00

Shared

0.00

None

56.90K

SPDR SERIES TRUST

SOLE

BLOOMBERG 3-12 M

Shares45.81K

TypeSH

Market value$4.56M

3.91%

Sole

0.00

Shared

0.00

None

45.81K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares39.22K

TypeSH

Market value$4.47M

3.83%

Sole

0.00

Shared

0.00

None

39.22K

ISHARES TR

SOLE

CONV BD ETF

Shares44.54K

TypeSH

Market value$4.46M

3.82%

Sole

0.00

Shared

0.00

None

44.54K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares132.91K

TypeSH

Market value$3.95M

3.39%

Sole

0.00

Shared

0.00

None

132.91K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares75.30K

TypeSH

Market value$3.82M

3.27%

Sole

0.00

Shared

0.00

None

75.30K

ISHARES TR

SOLE

SHORT TREAS BD

Shares34.15K

TypeSH

Market value$3.77M

3.23%

Sole

0.00

Shared

0.00

None

34.15K

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares108.19K

TypeSH

Market value$3.67M

3.14%

Sole

0.00

Shared

0.00

None

108.19K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares37.70K

TypeSH

Market value$3.64M

3.12%

Sole

0.00

Shared

0.00

None

37.70K

INVESCO EXCH TRADED FD TR II

SOLE

TAXABLE MUN BD

Shares129.50K

TypeSH

Market value$3.53M

3.03%

Sole

0.00

Shared

0.00

None

129.50K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares90.70K

TypeSH

Market value$2.89M

2.48%

Sole

0.00

Shared

0.00

None

90.70K

WARNER BROS DISCOVERY INC

SOLE

COM SER A

Shares128.50K

TypeSH

Market value$2.51M

2.15%

Sole

0.00

Shared

0.00

None

128.50K

APPLIED MATLS INC

SOLE

COM

Shares11.26K

TypeSH

Market value$2.30M

1.98%

Sole

0.00

Shared

0.00

None

11.26K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares21.06K

TypeSH

Market value$2.20M

1.89%

Sole

0.00

Shared

0.00

None

21.06K

ALLSTATE CORP

SOLE

COM

Shares9.32K

TypeSH

Market value$2.00M

1.71%

Sole

0.00

Shared

0.00

None

9.32K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares10.43K

TypeSH

Market value$1.96M

1.68%

Sole

0.00

Shared

0.00

None

10.43K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares2.59K

TypeSH

Market value$1.94M

1.66%

Sole

0.00

Shared

0.00

None

2.59K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares4.68K

TypeSH

Market value$1.88M

1.62%

Sole

0.00

Shared

0.00

None

4.68K

VANGUARD WORLD FD

SOLE

UTILITIES ETF

Shares9.93K

TypeSH

Market value$1.88M

1.61%

Sole

0.00

Shared

0.00

None

9.93K

VANGUARD WORLD FD

SOLE

CONSUM DIS ETF

Shares4.72K

TypeSH

Market value$1.87M

1.60%

Sole

0.00

Shared

0.00

None

4.72K

VANGUARD WORLD FD

SOLE

INDUSTRIAL ETF

Shares6.28K

TypeSH

Market value$1.86M

1.59%

Sole

0.00

Shared

0.00

None

6.28K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares13.93K

TypeSH

Market value$1.83M

1.57%

Sole

0.00

Shared

0.00

None

13.93K

VANGUARD WORLD FD

SOLE

MATERIALS ETF

Shares8.59K

TypeSH

Market value$1.76M

1.51%

Sole

0.00

Shared

0.00

None

8.59K

VANGUARD WORLD FD

SOLE

ENERGY ETF

Shares13.94K

TypeSH

Market value$1.75M

1.50%

Sole

0.00

Shared

0.00

None

13.94K

INVESCO EXCHANGE TRADED FD T

SOLE

BUYBACK ACHIEV

Shares13.21K

TypeSH

Market value$1.75M

1.50%

Sole

0.00

Shared

0.00

None

13.21K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	56.90K	SH	$5.22M 4.47%	56.90K
SPDR SERIES TRUSTSOLE	BLOOMBERG 3-12 M	45.81K	SH	$4.56M 3.91%	45.81K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	39.22K	SH	$4.47M 3.83%	39.22K
ISHARES TRSOLE	CONV BD ETF	44.54K	SH	$4.46M 3.82%	44.54K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	132.91K	SH	$3.95M 3.39%	132.91K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	75.30K	SH	$3.82M 3.27%	75.30K
ISHARES TRSOLE	SHORT TREAS BD	34.15K	SH	$3.77M 3.23%	34.15K
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	108.19K	SH	$3.67M 3.14%	108.19K
ISHARES TRSOLE	7-10 YR TRSY BD	37.70K	SH	$3.64M 3.12%	37.70K
INVESCO EXCH TRADED FD TR IISOLE	TAXABLE MUN BD	129.50K	SH	$3.53M 3.03%	129.50K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	90.70K	SH	$2.89M 2.48%	90.70K
WARNER BROS DISCOVERY INCSOLE	COM SER A	128.50K	SH	$2.51M 2.15%	128.50K
APPLIED MATLS INCSOLE	COM	11.26K	SH	$2.30M 1.98%	11.26K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	21.06K	SH	$2.20M 1.89%	21.06K
ALLSTATE CORPSOLE	COM	9.32K	SH	$2.00M 1.71%	9.32K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	10.43K	SH	$1.96M 1.68%	10.43K
VANGUARD WORLD FDSOLE	INF TECH ETF	2.59K	SH	$1.94M 1.66%	2.59K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	4.68K	SH	$1.88M 1.62%	4.68K
VANGUARD WORLD FDSOLE	UTILITIES ETF	9.93K	SH	$1.88M 1.61%	9.93K
VANGUARD WORLD FDSOLE	CONSUM DIS ETF	4.72K	SH	$1.87M 1.60%	4.72K
VANGUARD WORLD FDSOLE	INDUSTRIAL ETF	6.28K	SH	$1.86M 1.59%	6.28K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	13.93K	SH	$1.83M 1.57%	13.93K
VANGUARD WORLD FDSOLE	MATERIALS ETF	8.59K	SH	$1.76M 1.51%	8.59K
VANGUARD WORLD FDSOLE	ENERGY ETF	13.94K	SH	$1.75M 1.50%	13.94K
INVESCO EXCHANGE TRADED FD TSOLE	BUYBACK ACHIEV	13.21K	SH	$1.75M 1.50%	13.21K

Page 1 of 4