Hoge Financial Services
Latest statistics and disclosures from Hoge Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, BIV, VT, VTV, EFA, and represent 58.08% of Hoge Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BIV, IWB, FLOT, IFRA, VT, VTV, EFA, VB, NVDA, SLV.
- Started 4 new stock positions in AMGN, GVI, VTI, SLV.
- Reduced shares in these 10 stocks: IGF, , NFLX, , , KMB, VDE, IDEV, LIN, SPY.
- Sold out of its positions in T, KMB, MA, NFLX, ORCL.
- Hoge Financial Services was a net buyer of stock by $8.1M.
- Hoge Financial Services has $186M in assets under management (AUM), dropping by 6.36%.
- Central Index Key (CIK): 0001989834
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Portfolio Holdings for Hoge Financial Services
Hoge Financial Services holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 23.1 | $43M | +2% | 115k | 373.44 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 12.0 | $22M | +10% | 285k | 77.88 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.2 | $19M | +3% | 134k | 141.06 |
|
| Vanguard Index Fds Value Etf (VTV) | 6.8 | $13M | +4% | 67k | 190.99 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 6.0 | $11M | +5% | 116k | 96.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.8 | $11M | +4% | 41k | 257.95 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.3 | $9.9M | +11% | 194k | 50.86 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.6 | $4.7M | +4% | 87k | 54.71 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $3.4M | 6.9k | 487.86 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.3M | +15% | 18k | 186.50 |
|
| Qualcomm (QCOM) | 1.6 | $2.9M | 17k | 171.05 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 1.5 | $2.8M | +37% | 54k | 52.62 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.7M | 5.7k | 483.63 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $2.5M | 31k | 82.48 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $2.5M | +6% | 24k | 107.11 |
|
| Meta Platforms Cl A (META) | 1.2 | $2.3M | 3.5k | 660.18 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 1.1 | $2.0M | -22% | 32k | 61.36 |
|
| Apple (AAPL) | 1.1 | $2.0M | +4% | 7.2k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | +9% | 3.7k | 313.01 |
|
| Manulife Finl Corp (MFC) | 0.6 | $1.2M | 32k | 36.28 |
|
|
| Amazon (AMZN) | 0.6 | $1.1M | +4% | 4.8k | 230.82 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.0M | 4.9k | 211.77 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $915k | 4.4k | 210.34 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $901k | 3.0k | 303.87 |
|
|
| Mvb Financial (MVBF) | 0.5 | $860k | 33k | 25.83 |
|
|
| Rockwell Automation (ROK) | 0.5 | $857k | 2.2k | 388.99 |
|
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.5 | $855k | 2.8k | 300.36 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $851k | 8.5k | 99.89 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $774k | +4% | 1.2k | 626.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $752k | 2.5k | 302.14 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $704k | +5% | 5.8k | 120.33 |
|
| Broadcom (AVGO) | 0.4 | $671k | +6% | 1.9k | 346.03 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $626k | 9.3k | 67.22 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $623k | -2% | 914.00 | 681.60 |
|
| McDonald's Corporation (MCD) | 0.3 | $603k | 2.0k | 305.66 |
|
|
| Pepsi (PEP) | 0.3 | $578k | 4.0k | 143.53 |
|
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| Eli Lilly & Co. (LLY) | 0.3 | $554k | +11% | 515.00 | 1074.72 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $543k | -19% | 4.3k | 125.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $491k | 2.8k | 177.75 |
|
|
| Tesla Motors (TSLA) | 0.3 | $476k | +6% | 1.1k | 449.72 |
|
| Wal-Mart Stores (WMT) | 0.2 | $455k | +6% | 4.1k | 111.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $448k | +4% | 1.4k | 322.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $427k | 849.00 | 502.65 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $382k | +39% | 4.8k | 78.82 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $348k | 877.00 | 396.31 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $343k | -2% | 2.5k | 139.15 |
|
| Johnson & Johnson (JNJ) | 0.2 | $330k | +3% | 1.6k | 206.92 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $330k | 4.4k | 75.44 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $325k | 529.00 | 614.52 |
|
|
| Coca-Cola Company (KO) | 0.2 | $323k | +7% | 4.6k | 69.90 |
|
| First Commonwealth Financial (FCF) | 0.2 | $315k | 19k | 16.86 |
|
|
| Norfolk Southern (NSC) | 0.2 | $310k | 1.1k | 288.78 |
|
|
| Dick's Sporting Goods (DKS) | 0.2 | $305k | 1.5k | 197.97 |
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| Constellation Energy (CEG) | 0.2 | $301k | 852.00 | 353.41 |
|
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| American Express Company (AXP) | 0.2 | $300k | +2% | 810.00 | 369.89 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $293k | 6.5k | 45.02 |
|
|
| Nextera Energy (NEE) | 0.2 | $284k | +21% | 3.5k | 80.28 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $282k | NEW | 4.4k | 64.42 |
|
| Altria (MO) | 0.1 | $256k | 4.4k | 57.66 |
|
|
| Visa Com Cl A (V) | 0.1 | $253k | +4% | 720.00 | 350.67 |
|
| Amgen (AMGN) | 0.1 | $247k | NEW | 755.00 | 327.16 |
|
| Linde SHS (LIN) | 0.1 | $244k | -7% | 573.00 | 426.42 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $237k | NEW | 2.2k | 107.34 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $232k | +8% | 2.9k | 79.72 |
|
| Philip Morris International (PM) | 0.1 | $225k | -4% | 1.4k | 160.38 |
|
| Abbvie (ABBV) | 0.1 | $217k | +3% | 948.00 | 228.38 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $213k | 2.1k | 99.51 |
|
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| PNC Financial Services (PNC) | 0.1 | $209k | 1.0k | 208.64 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $205k | NEW | 611.00 | 335.47 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $201k | -2% | 3.6k | 55.22 |
|
Past Filings by Hoge Financial Services
SEC 13F filings are viewable for Hoge Financial Services going back to 2023
- Hoge Financial Services 2025 Q4 filed Jan. 29, 2026
- Hoge Financial Services 2025 Q3 filed Nov. 4, 2025
- Hoge Financial Services 2025 Q2 filed July 31, 2025
- Hoge Financial Services 2025 Q1 filed April 21, 2025
- Hoge Financial Services 2024 Q4 filed Jan. 31, 2025
- Hoge Financial Services 2024 Q3 filed Nov. 12, 2024
- Hoge Financial Services 2024 Q2 filed Aug. 8, 2024
- Hoge Financial Services 2024 Q1 filed May 6, 2024
- Hoge Financial Services 2023 Q4 filed Feb. 9, 2024