Hoge Financial Services, LLC Top Holdings and 13F Report (2026) About Hoge Financial Services, LLCInvestment ActivityHoge Financial Services, LLC has $211.68 million in total holdings as of September 30, 2026.Hoge Financial Services, LLC owns shares of 80 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.30% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Hoge Financial Services, LLC has purchased 83 new stocks and bought additional shares in 50 stocks.Hoge Financial Services, LLC sold shares of 23 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $46,814,867Vanguard Intermediate-Term Bond ETF $28,010,143Vanguard Total World Stock ETF $20,306,170Vanguard Value ETF $14,543,854Vanguard Small-Cap ETF $11,602,897 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $955,941 Holding69608A108 - PALANTIR TECHNOLOGIES INC $361,942 Holding56585A102 - Marathon Petroleum $210,613 Holding00206R102 - AT&T $208,370 Holding166764100 - Chevron $208,270 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 18,899 shares (about $1.38M)EXXONMOBIL HOLDINGS CORP 5,874 shares (about $955.94K)Micron Technology 432 shares (about $460.13K)iShares Russell 1000 ETF 1,098 shares (about $456.57K)iShares Floating Rate Bond ETF 8,219 shares (about $419.58K) Largest Sales this Quarter Microsoft 1,133 shares (about $581.15K)Vanguard Russell 3000 ETF 153 shares (about $51.33K)iShares Core MSCI EAFE ETF 470 shares (about $45.53K)iShares Global Infrastructure ETF 677 shares (about $41.68K)iShares Russell 1000 Value ETF 159 shares (about $39.42K) 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$46,814,867$456,572 ▲1.0%112,58422.1%ETFBIVVanguard Intermediate-Term Bond ETF$28,010,143$1,376,981 ▲5.2%384,43813.2%ETFVTVanguard Total World Stock ETF$20,306,170$412,174 ▲2.1%128,7329.6%ETFVTVVanguard Value ETF$14,543,854$120,907 ▲0.8%67,3626.9%ETFVBVanguard Small-Cap ETF$11,602,897$149,874 ▲1.3%40,7995.5%ETFEFAiShares MSCI EAFE ETF$11,489,014$146,273 ▲1.3%110,6705.4%ETFFLOTiShares Floating Rate Bond ETF$11,430,820$419,580 ▲3.8%223,9145.4%ETFEEMiShares MSCI Emerging Markets ETF$5,400,193$65,300 ▲1.2%80,8792.6%ETFNVDANVIDIA$4,583,432$172,201 ▲3.9%20,0692.2%TechnologyIFRAiShares U.S. Infrastructure ETF$3,729,354$105,273 ▲2.9%67,7691.8%ETFVUGVanguard Growth ETF$3,720,754$36,315 ▼-1.0%41,2911.8%ETFQCOMQualcomm$3,319,423$2,024 ▼-0.1%18,0361.6%TechnologyMSFTMicrosoft$3,021,685$581,152 ▼-16.1%5,8911.4%TechnologyMETAMeta Platforms$2,841,385$92,102 ▲3.4%3,9181.3%Communication ServicesIDEViShares Core MSCI International Developed Markets ETF$2,674,412$27,829 ▼-1.0%29,8881.3%ETFAAPLApple$2,656,459$120,218 ▲4.7%7,9771.3%TechnologyMUBiShares National Muni Bond ETF$2,596,284$24,770 ▼-0.9%25,6801.2%ETFGOOGLAlphabet$1,517,449$101,163 ▲7.1%4,4100.7%Communication ServicesTSMTaiwan Semiconductor Manufacturing$1,356,0660.0%2,9730.6%TechnologyAMZNAmazon.com$1,309,532$73,250 ▲5.9%5,2560.6%Consumer DiscretionaryMFCManulife Financial$1,234,222$86,884 ▲7.6%28,9790.6%FinanceVBRVanguard Small-Cap Value ETF$1,163,612$2,541 ▼-0.2%5,0370.5%ETFVOOVanguard S&P 500 ETF$1,115,788$2,803 ▲0.3%1,5920.5%ETFIWDiShares Russell 1000 Value ETF$1,046,776$39,421 ▼-3.6%4,2220.5%ETFIGFiShares Global Infrastructure ETF$1,028,140$41,677 ▼-3.9%16,7010.5%ETFVTHRVanguard Russell 3000 ETF$997,490$51,334 ▼-4.9%2,9730.5%ETFROKRockwell Automation$957,677$6,530 ▼-0.7%2,2000.5%IndustrialsEXXONMOBIL HOLDINGS CORP$955,941$955,941 ▲New Holding5,8740.5%COM SHSMUMicron Technology$928,776$460,128 ▲98.2%8720.4%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$883,954$8,981 ▲1.0%9,3500.4%ETFVBKVanguard Small-Cap Growth ETF$813,681$7,431 ▼-0.9%2,4090.4%ETFAVGOBroadcom$729,047$38,981 ▲5.6%2,0760.3%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$714,719$30,923 ▼-4.1%8,8060.3%ETFMVBFMvb Financial$694,325$3,749 ▲0.5%23,8930.3%FinanceSPYSPDR S&P 500 ETF Trust$657,274$28,212 ▼-4.1%8620.3%ETFQQQInvesco QQQ$638,012$245,731 ▲62.6%8620.3%ETFVDEVanguard Energy ETF$541,358$26,336 ▼-4.6%3,1450.3%ETFLLYEli Lilly and Company$526,285$12,723 ▲2.5%4550.2%HealthcareJPMJPMorgan Chase & Co.$488,466$7,612 ▲1.6%1,4760.2%FinanceBRK.BBerkshire Hathaway$467,077$22,906 ▲5.2%9380.2%FinanceJNJJohnson & Johnson$449,130$3,443 ▲0.8%1,6960.2%HealthcarePEPPepsiCo$448,256$2,535 ▼-0.6%3,5370.2%Consumer StaplesTSLATesla$443,158$55,705 ▲14.4%1,2490.2%Consumer DiscretionaryAMDAdvanced Micro Devices$438,632$25,694 ▲6.2%7170.2%TechnologyWALMART INC$401,799$2,494 ▲0.6%3,8660.2%COMGLDSPDR Gold Shares$401,025$1,523 ▲0.4%1,0530.2%ETFKOCoca-Cola$400,855$5,337 ▼-1.3%4,6570.2%Consumer StaplesVXUSVanguard Total International Stock ETF$400,348$680 ▲0.2%4,7120.2%ETFBSVVanguard Short-Term Bond ETF$396,345$2,215 ▲0.6%5,1880.2%ETFMCDMcDonald's$389,900$6,930 ▼-1.7%1,6880.2%Consumer DiscretionaryFCFFirst Commonwealth Financial$385,951$2,529 ▲0.7%19,0780.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$377,147$19,468 ▲5.4%4,8820.2%ETFPALANTIR TECHNOLOGIES INC$361,942$361,942 ▲New Holding1,9300.2%CL ANSCNorfolk Southern$334,093$927 ▲0.3%1,0810.2%IndustrialsGOOGAlphabet$332,199$341 ▲0.1%9750.2%Communication ServicesSDYSPDR S&P Dividend ETF$330,195$25,490 ▼-7.2%2,2540.2%ETFINTCIntel$327,146$13,852 ▲4.4%2,7160.2%TechnologyMOAltria Group$314,870$5,252 ▲1.7%4,6760.1%Consumer StaplesLINDE PLC$300,795$12,335 ▼-3.9%6340.1%SHSGVIiShares Intermediate Government/Credit Bond ETF$298,721$2,783 ▲0.9%2,8980.1%ETFMRKMerck & Co., Inc.$285,314$14,244 ▲5.3%1,9630.1%HealthcareVVisa$281,985$27,300 ▲10.7%7850.1%FinanceVTIVanguard Total Stock Market ETF$275,688$748 ▲0.3%7370.1%ETFABBVAbbVie$275,624$4,184 ▲1.5%1,0540.1%HealthcarePMPhilip Morris International$273,727$43,712 ▲19.0%1,4340.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$260,020$45,533 ▼-14.9%2,6840.1%ETFCATCaterpillar$254,732$9,766 ▲4.0%3130.1%IndustrialsAXPAmerican Express$245,060$3,649 ▼-1.5%8060.1%FinanceNEENextEra Energy$240,429$4,318 ▲1.8%3,1740.1%UtilitiesUNHUnitedHealth Group$228,941$8,439 ▲3.8%6240.1%HealthcarePNCThe PNC Financial Services Group$228,259$889 ▼-0.4%1,0270.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$223,750$5,252 ▼-2.3%2,2580.1%ETFCEGConstellation Energy$223,436$6,094 ▲2.8%8800.1%UtilitiesRWOSPDR Dow Jones Global Real Estate ETF$222,061$1,995 ▲0.9%4,7860.1%ETFBNDVanguard Total Bond Market ETF$215,856$561 ▲0.3%3,0770.1%ETFMPCMarathon Petroleum$210,613$210,613 ▲New Holding5330.1%EnergyDKSDICK'S Sporting Goods$210,315$1,880 ▲0.9%1,5660.1%Consumer DiscretionaryTAT&T$208,370$208,370 ▲New Holding8,5400.1%Communication ServicesCVXChevron$208,270$208,270 ▲New Holding1,0200.1%EnergyJPCNuveen Preferred & Income Opportunities Fund$69,650$69,650 ▲New Holding10,2130.0%FinanceXOMExxonMobil$0$777,032 ▼-100.0%00.0%EnergyAMATApplied Materials$0$267,988 ▼-100.0%00.0%TechnologyLAM RESEARCH CORP$0$232,290 ▼-100.0%00.0%COM NEWAMGNAmgen$0$217,537 ▼-100.0%00.0%HealthcareCSCOCisco Systems$0$211,891 ▼-100.0%00.0%TechnologyKIMBERLY-CLARK CORP$0$210,384 ▼-100.0%00.0%COMMARMarriott International$0$206,511 ▼-100.0%00.0%Consumer DiscretionaryNVSNovartis$0$202,391 ▼-100.0%00.0%HealthcareVTWOVanguard Russell 2000 ETF$0$202,320 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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