Hershey Financial Advisers, LLC

Overview

Hershey Financial Advisers, LLC is an SEC-registered investment adviser in Lancaster, PA, registered since 2023. The firm manages $152 million in assets, $150 million on a discretionary basis. It has 6 employees and 2 investment advisers. Historical Form 13F reports for Hershey Financial Advisers, LLC (CIK 0002034214, CRD 149907). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002034214. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-11 reports $139,239,831 in Section 13(f) long-position table value across 137 information-table rows and 85 distinct security, option and amount-type positions. Filing accessions: 0002034214-26-000003. For the quarter ended 2026-03-31, the report chain filed through 2026-05-06 reports $115,799,771 in Section 13(f) long-position table value across 124 information-table rows and 80 distinct security, option and amount-type positions. Filing accessions: 0002034214-26-000002. The five largest reported positions by table value for 2026-06-30 are: DELL TECHNOLOGIES INC, $6,708,340 reported table value; SPDR SERIES TRUST, $5,732,477 reported table value; PIMCO ETF TR, $5,526,707 reported table value; APPLIED MATLS INC, $5,107,272 reported table value; JANUS DETROIT STR TR, $4,167,598 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.