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, FLOT, and represent 58.44% of Hoge Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$5.5M), FLOT, IFRA, MSFT, MUB, IEFA, T, BND, CVX, MRK.
- Started 6 new stock positions in CVX, BND, IEFA, CAT, T, MRK.
- Reduced shares in these 10 stocks: IGF, VT, IWB, EFA, EEM, , , MVBF, PM, .
- Sold out of its positions in SLV, PM, VTWO, V.
- Hoge Financial Services was a net buyer of stock by $4.8M.
- Hoge Financial Services has $187M in assets under management (AUM), dropping by 0.69%.
- Central Index Key (CIK): 0001989834
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Portfolio Holdings for Hoge Financial Services
Hoge Financial Services holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 21.5 | $40M | -2% | 113k | 356.56 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 14.7 | $28M | +24% | 356k | 77.18 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 9.4 | $18M | -4% | 127k | 138.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.0 | $13M | 67k | 196.20 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.8 | $11M | +9% | 212k | 50.95 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $11M | 41k | 261.92 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 5.7 | $11M | -5% | 109k | 97.13 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.5 | $4.6M | -6% | 81k | 56.79 |
|
| Ishares Tr Us Infrastruc (IFRA) | 2.0 | $3.8M | +22% | 66k | 57.20 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $3.2M | +3% | 19k | 174.45 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $3.1M | 7.0k | 436.77 |
|
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $2.8M | +13% | 27k | 106.15 |
|
| Microsoft Corporation (MSFT) | 1.4 | $2.6M | +25% | 7.1k | 371.25 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.3 | $2.5M | -2% | 30k | 83.57 |
|
| Qualcomm (QCOM) | 1.2 | $2.2M | 17k | 128.84 |
|
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| Meta Platforms Cl A (META) | 1.0 | $2.0M | 3.4k | 570.73 |
|
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| Apple (AAPL) | 1.0 | $1.9M | +4% | 7.5k | 252.46 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.6 | $1.2M | -44% | 18k | 67.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | +6% | 4.0k | 287.93 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.1M | +2% | 5.1k | 217.25 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.0M | 3.0k | 337.91 |
|
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| Amazon (AMZN) | 0.5 | $992k | 4.8k | 208.58 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $982k | 5.8k | 169.65 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $946k | +28% | 1.6k | 597.67 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $933k | 4.4k | 213.66 |
|
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| Manulife Finl Corp (MFC) | 0.5 | $921k | -16% | 27k | 34.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $910k | +7% | 9.2k | 99.27 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.5 | $900k | +9% | 3.1k | 287.62 |
|
| Rockwell Automation (ROK) | 0.4 | $794k | 2.2k | 358.88 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $742k | 2.5k | 302.26 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $644k | 9.2k | 69.75 |
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| Broadcom (AVGO) | 0.3 | $593k | 1.9k | 310.10 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $591k | 908.00 | 650.49 |
|
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| Vanguard World Energy Etf (VDE) | 0.3 | $588k | -21% | 3.4k | 173.02 |
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| Mvb Financial (MVBF) | 0.3 | $587k | -29% | 24k | 24.83 |
|
| McDonald's Corporation (MCD) | 0.3 | $580k | -5% | 1.9k | 310.71 |
|
| Pepsi (PEP) | 0.3 | $567k | -9% | 3.7k | 155.31 |
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| Eli Lilly & Co. (LLY) | 0.3 | $478k | +2% | 526.00 | 908.17 |
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| Wal-Mart Stores (WMT) | 0.3 | $475k | -6% | 3.8k | 124.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $451k | +19% | 1.0k | 430.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $430k | +4% | 885.00 | 486.24 |
|
| Tesla Motors (TSLA) | 0.2 | $419k | +6% | 1.1k | 371.75 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $412k | 2.8k | 146.70 |
|
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| JPMorgan Chase & Co. (JPM) | 0.2 | $408k | 1.4k | 292.82 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $402k | +5% | 5.1k | 78.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $398k | +2% | 1.6k | 244.42 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $363k | +57% | 4.6k | 79.28 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $362k | 2.5k | 145.92 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $361k | +7% | 4.7k | 77.11 |
|
| Coca-Cola Company (KO) | 0.2 | $353k | 4.6k | 76.04 |
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| First Commonwealth Financial (FCF) | 0.2 | $331k | 19k | 17.58 |
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| Linde SHS (LIN) | 0.2 | $321k | +13% | 648.00 | 496.01 |
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| Norfolk Southern (NSC) | 0.2 | $308k | 1.1k | 287.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $306k | 530.00 | 577.01 |
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| Dick's Sporting Goods (DKS) | 0.2 | $305k | 1.5k | 198.29 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $303k | +28% | 2.8k | 106.68 |
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| Altria (MO) | 0.2 | $298k | 4.5k | 65.99 |
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| Nextera Energy (NEE) | 0.2 | $293k | -10% | 3.2k | 92.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $291k | NEW | 3.2k | 90.53 |
|
| At&t (T) | 0.1 | $242k | NEW | 8.3k | 29.11 |
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| American Express Company (AXP) | 0.1 | $242k | -3% | 781.00 | 310.19 |
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| Constellation Energy (CEG) | 0.1 | $239k | 855.00 | 279.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $235k | +19% | 733.00 | 320.68 |
|
| Spdr Index Shs Fds State Street Spd (RWO) | 0.1 | $226k | -23% | 4.9k | 45.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $224k | NEW | 3.0k | 73.63 |
|
| Abbvie (ABBV) | 0.1 | $222k | +6% | 1.0k | 219.76 |
|
| Chevron Corporation (CVX) | 0.1 | $218k | NEW | 1.1k | 206.89 |
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| Merck & Co (MRK) | 0.1 | $217k | NEW | 1.8k | 120.26 |
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| PNC Financial Services (PNC) | 0.1 | $213k | 1.0k | 207.81 |
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| Amgen (AMGN) | 0.1 | $208k | -21% | 589.00 | 352.32 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $204k | -5% | 3.5k | 59.07 |
|
| Caterpillar (CAT) | 0.1 | $202k | NEW | 286.00 | 707.78 |
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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 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