Hoge Financial Services, LLC Top Holdings and 13F Report (2026)

About Hoge Financial Services, LLC

Investment Activity

Hoge Financial Services, LLC has $208.89 million in total holdings as of June 30, 2026.
Hoge Financial Services, LLC owns shares of 83 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 4.24% of the portfolio was purchased this quarter.
About 1.12% of the portfolio was sold this quarter.
This quarter, Hoge Financial Services, LLC has purchased 72 new stocks and bought additional shares in 43 stocks.
Hoge Financial Services, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Russell 1000 ETF: $45,653,423
Vanguard Intermediate-Term Bond ETF: $28,036,842
Vanguard Total World Stock ETF: $19,794,333
Vanguard Value ETF: $14,558,154
Vanguard Small-Cap ETF: $12,207,101

Largest New Holdings this Quarter

595112103 - Micron Technology: $507,888 Holding
007903107 - Advanced Micro Devices: $392,114 Holding
458140100 - Intel: $363,178 Holding
02079K107 - Alphabet: $344,248 Holding
038222105 - Applied Materials: $267,988 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 34,688 shares (about $2.99M)
Vanguard Intermediate-Term Bond ETF: 9,432 shares (about $723.43K)
Micron Technology: 440 shares (about $507.89K)
Advanced Micro Devices: 675 shares (about $392.11K)
Intel: 2,601 shares (about $363.18K)

Largest Sales this Quarter

iShares Russell 1000 ETF: 1,108 shares (about $453.73K)
Vanguard Total World Stock ETF: 931 shares (about $146.12K)
Vanguard Small-Cap ETF: 372 shares (about $112.76K)
iShares MSCI Emerging Markets ETF: 1,468 shares (about $100.43K)
Eli Lilly and Company: 82 shares (about $98.37K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWB iShares Russell 1000 ETF	$45,653,423	$453,725 â–¼	-1.0%	111,486	21.9%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$28,036,842	$723,434 â–²	2.6%	365,539	13.4%	ETF
VT Vanguard Total World Stock ETF	$19,794,333	$146,120 â–¼	-0.7%	126,119	9.5%	ETF
VTV Vanguard Value ETF	$14,558,154	$61,674 â–¼	-0.4%	66,802	7.0%	ETF
VB Vanguard Small-Cap ETF	$12,207,101	$112,759 â–¼	-0.9%	40,272	5.8%	ETF
EFA iShares MSCI EAFE ETF	$11,350,059	$18,491 â–²	0.2%	109,261	5.4%	ETF
FLOT iShares Floating Rate Bond ETF	$11,011,246	$174,591 â–²	1.6%	215,695	5.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$5,466,049	$100,426 â–¼	-1.8%	79,901	2.6%	ETF
IFRA iShares U.S. Infrastructure ETF	$4,151,585	$1,324 â–¼	0.0%	65,856	2.0%	ETF
NVDA NVIDIA	$3,864,803	$149,670 â–²	4.0%	19,315	1.9%	Technology
VUG Vanguard Growth ETF	$3,591,493	$2,988,001 â–²	495.1%	41,694	1.7%	ETF
QCOM Qualcomm	$3,334,947	$197,728 â–²	6.3%	18,047	1.6%	Technology
MUB iShares National Muni Bond ETF	$2,790,031	$78,347 â–¼	-2.7%	25,925	1.3%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$2,688,043	$7,833 â–²	0.3%	30,199	1.3%	ETF
MSFT Microsoft	$2,620,110	$36,556 â–¼	-1.4%	7,024	1.3%	Technology
AAPL Apple	$2,203,649	$22,280 â–²	1.0%	7,616	1.1%	Technology
META Meta Platforms	$2,135,462	$201,661 â–²	10.4%	3,791	1.0%	Communication Services
GOOGL Alphabet	$1,470,987	$51,106 â–²	3.6%	4,116	0.7%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$1,419,587	$2,865 â–²	0.2%	2,973	0.7%	Technology
VBR Vanguard Small-Cap Value ETF	$1,226,503	$3,402 â–¼	-0.3%	5,048	0.6%	ETF
AMZN Amazon.com	$1,182,643	$48,621 â–²	4.3%	4,962	0.6%	Consumer Discretionary
IGF iShares Global Infrastructure ETF	$1,157,382	$33,833 â–¼	-2.8%	17,378	0.6%	ETF
ROK Rockwell Automation	$1,096,805	$1,486 â–²	0.1%	2,215	0.5%	Industrials
MFC Manulife Financial	$1,091,293	$7,778 â–²	0.7%	26,939	0.5%	Finance
VOO Vanguard S&P 500 ETF	$1,090,592	$3,434 â–²	0.3%	1,588	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$1,062,201	$3,152 â–²	0.3%	4,381	0.5%	ETF
VTHR Vanguard Russell 3000 ETF	$1,036,173	$1,326 â–¼	-0.1%	3,126	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$916,015	$9,205 â–²	1.0%	9,255	0.4%	ETF
VBK Vanguard Small-Cap Growth ETF	$888,865	$8,044 â–¼	-0.9%	2,431	0.4%	ETF
XOM ExxonMobil	$777,032	$14,630 â–¼	-1.8%	5,683	0.4%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$761,038	$3,728 â–¼	-0.5%	9,187	0.4%	ETF
AVGO Broadcom	$742,228	$20,019 â–²	2.8%	1,965	0.4%	Technology
MVBF Mvb Financial	$689,405	$4,119 â–²	0.6%	23,764	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$670,976	$6,717 â–¼	-1.0%	899	0.3%	ETF
LLY Eli Lilly and Company	$532,645	$98,371 â–¼	-15.6%	444	0.3%	Healthcare
MU Micron Technology	$507,888	$507,888 â–²	New Holding	440	0.2%	Technology
VDE Vanguard Energy ETF	$495,088	$15,312 â–¼	-3.0%	3,298	0.2%	ETF
PEP PepsiCo	$481,670	$12,729 â–¼	-2.6%	3,557	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$475,476	$19,634 â–²	4.3%	1,453	0.2%	Finance
MCD McDonald's	$464,296	$40,268 â–¼	-8.0%	1,718	0.2%	Consumer Discretionary
TSLA Tesla	$459,295	$14,721 â–¼	-3.1%	1,092	0.2%	Consumer Discretionary
BRK.B Berkshire Hathaway	$446,348	$3,503 â–²	0.8%	892	0.2%	Finance
WALMART INC	$435,135	$2,718 â–²	0.6%	3,842	0.2%	COM
JNJ Johnson & Johnson	$427,445	$13,715 â–²	3.3%	1,683	0.2%	Healthcare
VXUS Vanguard Total International Stock ETF	$402,124	$1,795 â–²	0.4%	4,704	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$401,913	$2,882 â–²	0.7%	5,159	0.2%	ETF
AMD Advanced Micro Devices	$392,114	$392,114 â–²	New Holding	675	0.2%	Technology
QQQ Invesco QQQ	$390,179		0.0%	530	0.2%	ETF
GLD SPDR Gold Shares	$386,431	$737 â–²	0.2%	1,049	0.2%	ETF
FCF First Commonwealth Financial	$385,313	$2,867 â–²	0.7%	18,953	0.2%	Finance
KO CocaCola	$383,474	$6,826 â–²	1.8%	4,719	0.2%	Consumer Staples
SDY SPDR S&P Dividend ETF	$369,530	$7,914 â–¼	-2.1%	2,428	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$365,895	$4,109 â–²	1.1%	4,630	0.2%	ETF
INTC Intel	$363,178	$363,178 â–²	New Holding	2,601	0.2%	Technology
DKS DICK'S Sporting Goods	$351,902	$3,401 â–²	1.0%	1,552	0.2%	Consumer Discretionary
GOOG Alphabet	$344,248	$344,248 â–²	New Holding	974	0.2%	Communication Services
LINDE PLC	$342,296	$6,224 â–²	1.9%	660	0.2%	SHS
NSC Norfolk Southern	$339,193	$1,888 â–²	0.6%	1,078	0.2%	Industrials
MO Altria Group	$330,828	$5,468 â–²	1.7%	4,598	0.2%	Consumer Staples
CAT Caterpillar	$320,472	$15,970 â–²	5.2%	301	0.2%	Industrials
GVI iShares Intermediate Government/Credit Bond ETF	$304,649	$3,608 â–²	1.2%	2,871	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$304,628	$6,278 â–¼	-2.0%	3,154	0.1%	ETF
AXP American Express	$276,762	$12,519 â–²	4.7%	818	0.1%	Finance
NEE NextEra Energy	$273,549	$4,564 â–¼	-1.6%	3,117	0.1%	Utilities
VTI Vanguard Total Stock Market ETF	$271,902	$740 â–²	0.3%	735	0.1%	ETF
AMAT Applied Materials	$267,988	$267,988 â–²	New Holding	371	0.1%	Technology
ABBV AbbVie	$261,139	$6,541 â–²	2.6%	1,038	0.1%	Healthcare
PNC The PNC Financial Services Group	$253,802	$1,969 â–²	0.8%	1,031	0.1%	Finance
UNH UnitedHealth Group	$249,937	$249,937 â–²	New Holding	601	0.1%	Healthcare
V Visa	$243,104	$243,104 â–²	New Holding	709	0.1%	Finance
MRK Merck & Co., Inc.	$239,610	$8,351 â–²	3.6%	1,865	0.1%	Healthcare
EMXC iShares MSCI Emerging Markets ex China ETF	$236,444	$236,444 â–²	New Holding	2,311	0.1%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$235,792	$10,042 â–¼	-4.1%	4,743	0.1%	ETF
LAM RESEARCH CORP	$232,290	$232,290 â–²	New Holding	536	0.1%	COM NEW
BND Vanguard Total Bond Market ETF	$225,325	$2,203 â–²	1.0%	3,069	0.1%	ETF
PM Philip Morris International	$218,034	$218,034 â–²	New Holding	1,205	0.1%	Consumer Staples
AMGN Amgen	$217,537	$4,344 â–²	2.0%	601	0.1%	Healthcare
CEG Constellation Energy	$212,484	$248 â–²	0.1%	856	0.1%	Utilities
CSCO Cisco Systems	$211,891	$211,891 â–²	New Holding	1,804	0.1%	Technology
KIMBERLY-CLARK CORP	$210,384	$210,384 â–²	New Holding	1,917	0.1%	COM
MAR Marriott International	$206,511	$206,511 â–²	New Holding	557	0.1%	Consumer Discretionary
NVS Novartis	$202,391	$202,391 â–²	New Holding	1,291	0.1%	Healthcare
VTWO Vanguard Russell 2000 ETF	$202,320	$202,320 â–²	New Holding	1,666	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$0	$412,363 â–¼	-100.0%	0	0.0%	CL A
T AT&T	$0	$242,316 â–¼	-100.0%	0	0.0%	Communication Services
CVX Chevron	$0	$218,061 â–¼	-100.0%	0	0.0%	Energy
FUTY Fidelity MSCI Utilities Index ETF	$0	$203,977 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Hoge Financial Services, LLC Top Holdings and 13F Report (2026)

About Hoge Financial Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Hoge Financial Services, LLC Top Holdings and 13F Report (2026)

About Hoge Financial Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHoge Financial Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools