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, VB, and represent 57.57% of Hoge Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VUG, BIV, MU, AMD, INTC, GOOG, AMAT, UNH, V, EMXC.
- Started 15 new stock positions in EMXC, KMB, UNH, PM, MU, AMD, AMAT, MAR, NVS, V. GOOG, LRCX, CSCO, VTWO, INTC.
- Reduced shares in these 10 stocks: IWB, PLTR, , CVX, FUTY, VT, VB, EEM, LLY, MUB.
- Sold out of its positions in T, CVX, FUTY, PLTR.
- Hoge Financial Services was a net buyer of stock by $6.5M.
- Hoge Financial Services has $209M in assets under management (AUM), dropping by 11.81%.
- Central Index Key (CIK): 0001989834
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Portfolio Holdings for Hoge Financial Services
Hoge Financial Services holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 21.9 | $46M | 112k | 409.50 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 13.4 | $28M | +2% | 366k | 76.70 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 9.5 | $20M | 126k | 156.95 |
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| Vanguard Index Fds Value Etf (VTV) | 7.0 | $15M | 67k | 217.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.8 | $12M | 40k | 303.12 |
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| Ishares Tr Msci Eafe Etf (EFA) | 5.4 | $11M | 109k | 103.88 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.3 | $11M | 216k | 51.05 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.6 | $5.5M | 80k | 68.41 |
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| Ishares Tr Us Infrastruc (IFRA) | 2.0 | $4.2M | 66k | 63.04 |
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| NVIDIA Corporation (NVDA) | 1.9 | $3.9M | +4% | 19k | 200.09 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.7 | $3.6M | +495% | 42k | 86.14 |
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| Qualcomm (QCOM) | 1.6 | $3.3M | +6% | 18k | 184.79 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $2.8M | -2% | 26k | 107.62 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.3 | $2.7M | 30k | 89.01 |
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| Microsoft Corporation (MSFT) | 1.3 | $2.6M | 7.0k | 373.02 |
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| Apple (AAPL) | 1.1 | $2.2M | 7.6k | 289.34 |
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| Meta Platforms Cl A (META) | 1.0 | $2.1M | +10% | 3.8k | 563.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.5M | +3% | 4.1k | 357.38 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $1.4M | 3.0k | 477.49 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.2M | 5.0k | 242.97 |
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| Amazon (AMZN) | 0.6 | $1.2M | +4% | 5.0k | 238.34 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.6 | $1.2M | -2% | 17k | 66.60 |
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| Rockwell Automation (ROK) | 0.5 | $1.1M | 2.2k | 495.17 |
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| Manulife Finl Corp (MFC) | 0.5 | $1.1M | 27k | 40.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.1M | 1.6k | 686.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.1M | 4.4k | 242.46 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.5 | $1.0M | 3.1k | 331.47 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $916k | 9.3k | 98.98 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $889k | 2.4k | 365.64 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $777k | 5.7k | 136.73 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $761k | 9.2k | 82.84 |
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| Broadcom (AVGO) | 0.4 | $742k | +2% | 2.0k | 377.72 |
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| Mvb Financial (MVBF) | 0.3 | $689k | 24k | 29.01 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $671k | 899.00 | 746.36 |
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| Eli Lilly & Co. (LLY) | 0.3 | $533k | -15% | 444.00 | 1199.65 |
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| Micron Technology (MU) | 0.2 | $508k | NEW | 440.00 | 1154.29 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $495k | -3% | 3.3k | 150.12 |
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| Pepsi (PEP) | 0.2 | $482k | -2% | 3.6k | 135.41 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $476k | +4% | 1.5k | 327.24 |
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| McDonald's Corporation (MCD) | 0.2 | $464k | -7% | 1.7k | 270.25 |
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| Tesla Motors (TSLA) | 0.2 | $459k | -3% | 1.1k | 420.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $446k | 892.00 | 500.39 |
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| Wal-Mart Stores (WMT) | 0.2 | $435k | 3.8k | 113.26 |
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| Johnson & Johnson (JNJ) | 0.2 | $427k | +3% | 1.7k | 253.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $402k | 4.7k | 85.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $402k | 5.2k | 77.91 |
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| Advanced Micro Devices (AMD) | 0.2 | $392k | NEW | 675.00 | 580.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $390k | 530.00 | 736.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $386k | 1.0k | 368.38 |
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| First Commonwealth Financial (FCF) | 0.2 | $385k | 19k | 20.33 |
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| Coca-Cola Company (KO) | 0.2 | $384k | 4.7k | 81.26 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $370k | -2% | 2.4k | 152.20 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $366k | 4.6k | 79.03 |
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| Intel Corporation (INTC) | 0.2 | $363k | NEW | 2.6k | 139.63 |
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| Dick's Sporting Goods (DKS) | 0.2 | $352k | 1.6k | 226.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $344k | NEW | 974.00 | 353.44 |
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| Linde SHS (LIN) | 0.2 | $342k | 660.00 | 518.63 |
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| Norfolk Southern (NSC) | 0.2 | $339k | 1.1k | 314.65 |
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| Altria (MO) | 0.2 | $331k | 4.6k | 71.95 |
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| Caterpillar (CAT) | 0.2 | $321k | +5% | 301.00 | 1064.69 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $305k | 2.9k | 106.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $305k | -2% | 3.2k | 96.58 |
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| American Express Company (AXP) | 0.1 | $277k | +4% | 818.00 | 338.34 |
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| Nextera Energy (NEE) | 0.1 | $274k | 3.1k | 87.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $272k | 735.00 | 369.93 |
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| Applied Materials (AMAT) | 0.1 | $268k | NEW | 371.00 | 722.34 |
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| Abbvie (ABBV) | 0.1 | $261k | +2% | 1.0k | 251.58 |
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| PNC Financial Services (PNC) | 0.1 | $254k | 1.0k | 246.17 |
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| UnitedHealth (UNH) | 0.1 | $250k | NEW | 601.00 | 415.87 |
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| Visa Com Cl A (V) | 0.1 | $243k | NEW | 709.00 | 342.88 |
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| Merck & Co (MRK) | 0.1 | $240k | +3% | 1.9k | 128.48 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $236k | NEW | 2.3k | 102.31 |
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| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.1 | $236k | -4% | 4.7k | 49.71 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $232k | NEW | 536.00 | 433.38 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $225k | 3.1k | 73.42 |
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| Philip Morris International (PM) | 0.1 | $218k | NEW | 1.2k | 180.94 |
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| Amgen (AMGN) | 0.1 | $218k | +2% | 601.00 | 361.96 |
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| Constellation Energy (CEG) | 0.1 | $213k | 856.00 | 248.23 |
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| Cisco Systems (CSCO) | 0.1 | $212k | NEW | 1.8k | 117.46 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $210k | NEW | 1.9k | 109.75 |
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| Marriott Intl Cl A (MAR) | 0.1 | $207k | NEW | 557.00 | 370.76 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $202k | NEW | 1.3k | 156.77 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $202k | NEW | 1.7k | 121.44 |
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Past Filings by Hoge Financial Services
SEC 13F filings are viewable for Hoge Financial Services going back to 2023
- Hoge Financial Services 2026 Q2 filed July 29, 2026
- Hoge Financial Services 2026 Q1 filed April 20, 2026
- 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