Hoge Financial Services, LLC Top Holdings and 13F Report (2026) About Hoge Financial Services, LLCInvestment ActivityHoge Financial Services, LLC has $186.83 million in total holdings as of March 31, 2026.Hoge Financial Services, LLC owns shares of 72 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.70% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Hoge Financial Services, LLC has purchased 70 new stocks and bought additional shares in 39 stocks.Hoge Financial Services, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $40,146,537Vanguard Intermediate-Term Bond ETF $27,484,368Vanguard Total World Stock ETF $17,577,488Vanguard Value ETF $13,162,113iShares Floating Rate Bond ETF $10,815,430 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $291,408 Holding00206R102 - AT&T $242,316 Holding921937835 - Vanguard Total Bond Market ETF $223,767 Holding166764100 - Chevron $218,061 Holding58933Y105 - Merck & Co., Inc. $216,470 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 70,839 shares (about $5.47M)iShares Floating Rate Bond ETF 18,206 shares (about $927.60K)iShares U.S. Infrastructure ETF 12,203 shares (about $698.01K)Microsoft 1,448 shares (about $537.57K)iShares National Muni Bond ETF 3,106 shares (about $329.70K) Largest Sales this Quarter iShares Global Infrastructure ETF 14,238 shares (about $953.95K)Vanguard Total World Stock ETF 6,568 shares (about $908.69K)iShares Russell 1000 ETF 2,300 shares (about $820.09K)iShares MSCI EAFE ETF 6,529 shares (about $634.16K)iShares MSCI Emerging Markets ETF 5,211 shares (about $295.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoge Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$40,146,537$820,088 ▼-2.0%112,59421.5%ETFBIVVanguard Intermediate-Term Bond ETF$27,484,368$5,467,360 ▲24.8%356,10714.7%ETFVTVanguard Total World Stock ETF$17,577,488$908,689 ▼-4.9%127,0509.4%ETFVTVVanguard Value ETF$13,162,113$119,879 ▲0.9%67,0857.0%ETFFLOTiShares Floating Rate Bond ETF$10,815,430$927,597 ▲9.4%212,2755.8%ETFVBVanguard Small-Cap ETF$10,645,576$205,871 ▼-1.9%40,6445.7%ETFEFAiShares MSCI EAFE ETF$10,595,208$634,160 ▼-5.6%109,0835.7%FinanceEEMiShares MSCI Emerging Markets ETF$4,620,968$295,934 ▼-6.0%81,3692.5%FinanceIFRAiShares U.S. Infrastructure ETF$3,768,166$698,012 ▲22.7%65,8772.0%ETFNVDANVIDIA$3,239,030$109,555 ▲3.5%18,5671.7%Computer and TechnologyVUGVanguard Growth ETF$3,060,016$29,264 ▲1.0%7,0061.6%ETFMUBiShares National Muni Bond ETF$2,829,227$329,703 ▲13.2%26,6531.5%ETFMSFTMicrosoft$2,644,067$537,575 ▲25.5%7,1221.4%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$2,516,415$66,941 ▼-2.6%30,1111.3%ETFQCOMQualcomm$2,187,294$23,835 ▼-1.1%16,9771.2%Computer and TechnologyMETAMeta Platforms$1,959,305$32,531 ▼-1.6%3,4331.0%Computer and TechnologyAAPLApple$1,903,260$89,369 ▲4.9%7,5391.0%Computer and TechnologyIGFiShares Global Infrastructure ETF$1,198,362$953,946 ▼-44.3%17,8860.6%ManufacturingGOOGLAlphabet$1,143,952$67,376 ▲6.3%3,9730.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,099,699$30,197 ▲2.8%5,0620.6%ETFTSMTaiwan Semiconductor Manufacturing$1,002,576$1,014 ▲0.1%2,9670.5%Computer and TechnologyAMZNAmazon.com$992,407$1,043 ▲0.1%4,7580.5%Retail/WholesaleXOMExxonMobil$982,285$9,501 ▼-1.0%5,7900.5%EnergyVOOVanguard S&P 500 ETF$946,119$207,991 ▲28.2%1,5830.5%ETFIWDiShares Russell 1000 Value ETF$933,265$3,632 ▲0.4%4,3680.5%ETFMFCManulife Financial$921,152$180,049 ▼-16.4%26,7470.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$909,479$63,630 ▲7.5%9,1620.5%FinanceVTHRVanguard Russell 3000 ETF$900,246$81,108 ▲9.9%3,1300.5%ETFROKRockwell Automation$793,848$3,589 ▲0.5%2,2120.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$741,452$10,579 ▼-1.4%2,4530.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$643,906$5,859 ▼-0.9%9,2320.3%ETFAVGOBroadcom$592,904$8,683 ▼-1.4%1,9120.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$590,643$3,903 ▼-0.7%9080.3%FinanceVDEVanguard Energy ETF$588,268$158,486 ▼-21.2%3,4000.3%ETFMVBFMvb Financial$586,541$239,836 ▼-29.0%23,6220.3%FinanceMCDMcDonald's$580,100$33,246 ▼-5.4%1,8670.3%Retail/WholesalePEPPepsiCo$567,031$58,085 ▼-9.3%3,6510.3%Consumer StaplesLLYEli Lilly and Company$477,697$9,990 ▲2.1%5260.3%MedicalWALMART INC$474,520$33,433 ▼-6.6%3,8180.3%COMGLDSPDR Gold Shares$450,514$73,149 ▲19.4%1,0470.2%FinanceBRK.BBerkshire Hathaway$430,322$17,505 ▲4.2%8850.2%FinanceTSLATesla$418,962$25,279 ▲6.4%1,1270.2%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$412,363$7,041 ▲1.7%2,8110.2%CL AJPMJPMorgan Chase & Co.$407,899$878 ▲0.2%1,3930.2%FinanceBSVVanguard Short-Term Bond ETF$401,637$22,113 ▲5.8%5,1220.2%ETFJNJJohnson & Johnson$398,153$8,555 ▲2.2%1,6290.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$362,926$132,312 ▲57.4%4,5780.2%ETFSDYSPDR S&P Dividend ETF$361,882$2,189 ▲0.6%2,4800.2%ETFVXUSVanguard Total International Stock ETF$361,105$24,135 ▲7.2%4,6830.2%ETFKOCocaCola$352,458$608 ▲0.2%4,6350.2%Consumer StaplesFCFFirst Commonwealth Financial$330,706$2,444 ▲0.7%18,8120.2%FinanceLINDE PLC$321,415$37,201 ▲13.1%6480.2%SHSNSCNorfolk Southern$307,723$574 ▼-0.2%1,0720.2%TransportationQQQInvesco QQQ$305,817$577 ▲0.2%5300.2%FinanceDKSDICK'S Sporting Goods$304,771$397 ▼-0.1%1,5370.2%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$302,646$66,887 ▲28.4%2,8370.2%ETFMOAltria Group$298,399$5,675 ▲1.9%4,5220.2%Consumer StaplesNEENextEra Energy$293,200$34,233 ▼-10.5%3,1690.2%UtilitiesIEFAiShares Core MSCI EAFE ETF$291,408$291,408 ▲New Holding3,2190.2%ETFTAT&T$242,316$242,316 ▲New Holding8,3240.1%Computer and TechnologyAXPAmerican Express$242,261$8,996 ▼-3.6%7810.1%FinanceCEGConstellation Energy$238,851$838 ▲0.4%8550.1%EnergyVTIVanguard Total Stock Market ETF$235,057$39,123 ▲20.0%7330.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$226,339$71,037 ▼-23.9%4,9450.1%ETFBNDVanguard Total Bond Market ETF$223,767$223,767 ▲New Holding3,0390.1%ETFABBVAbbVie$222,393$14,064 ▲6.8%1,0120.1%MedicalCVXChevron$218,061$218,061 ▲New Holding1,0540.1%EnergyMRKMerck & Co., Inc.$216,470$216,470 ▲New Holding1,8000.1%MedicalPNCThe PNC Financial Services Group$212,588$4,156 ▲2.0%1,0230.1%FinanceAMGNAmgen$207,517$58,485 ▼-22.0%5890.1%MedicalFUTYFidelity MSCI Utilities Index ETF$203,977$10,810 ▼-5.0%3,4530.1%ETFCATCaterpillar$202,425$202,425 ▲New Holding2860.1%IndustrialsSLViShares Silver Trust$0$282,095 ▼-100.0%00.0%ETFVVisa$0$252,479 ▼-100.0%00.0%Business ServicesPMPhilip Morris International$0$225,330 ▼-100.0%00.0%Consumer StaplesVTWOVanguard Russell 2000 ETF$0$213,355 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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