Hoge Financial Services, Llc Portfolio Stock Holdings
Hoge Financial Services, Llc disclosed 72 stock positions valued at approximately $186.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 72
- Portfolio Value
- $186.8M
Holdings by Sector
Hoge Financial Services, Llc Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 21.49% | 112,594 | -2,300 | -2.00% | $40,146,537 |
| VANGUARD BD INDEX FDS | BIV | Other | 14.71% | 356,107 | +70,839 | +24.83% | $27,484,368 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 9.41% | 127,050 | -6,568 | -4.92% | $17,577,488 |
| VANGUARD INDEX FDS | VTV | Other | 7.05% | 67,085 | +611 | +0.92% | $13,162,113 |
| ISHARES TR | FLOT | Other | 5.79% | 212,275 | +18,206 | +9.38% | $10,815,430 |
| VANGUARD INDEX FDS | VB | Other | 5.70% | 40,644 | -786 | -1.90% | $10,645,576 |
| ISHARES TR | EFA | Other | 5.67% | 109,083 | -6,529 | -5.65% | $10,595,208 |
| ISHARES TR | EEM | Other | 2.47% | 81,369 | -5,211 | -6.02% | $4,620,968 |
| ISHARES TR | IFRA | Other | 2.02% | 65,877 | +12,203 | +22.74% | $3,768,166 |
| NVIDIA CORPORATION | NVDA | Technology | 1.73% | 18,567 | +628 | +3.50% | $3,239,030 |
| VANGUARD INDEX FDS | VUG | Other | 1.64% | 7,006 | +67 | +0.97% | $3,060,016 |
| ISHARES TR | MUB | Other | 1.51% | 26,653 | +3,106 | +13.19% | $2,829,227 |
| MICROSOFT CORP | MSFT | Technology | 1.42% | 7,122 | +1,448 | +25.52% | $2,644,067 |
| ISHARES TR | IDEV | Other | 1.35% | 30,111 | -801 | -2.59% | $2,516,415 |
| QUALCOMM INC | QCOM | Technology | 1.17% | 16,977 | -185 | -1.08% | $2,187,294 |
| META PLATFORMS INC | META | Communication Services | 1.05% | 3,433 | -57 | -1.63% | $1,959,305 |
| APPLE INC | AAPL | Technology | 1.02% | 7,539 | +354 | +4.93% | $1,903,260 |
| ISHARES TR | IGF | Other | 0.64% | 17,886 | -14,238 | -44.32% | $1,198,362 |
| ALPHABET INC | GOOGL | Communication Services | 0.61% | 3,973 | +234 | +6.26% | $1,143,952 |
| VANGUARD INDEX FDS | VBR | Other | 0.59% | 5,062 | +139 | +2.82% | $1,099,699 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.54% | 2,967 | +3 | +0.10% | $1,002,576 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.53% | 4,758 | +5 | +0.11% | $992,407 |
| EXXON MOBIL CORP | XOM | Energy | 0.53% | 5,790 | -56 | -0.96% | $982,285 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 1,583 | +348 | +28.18% | $946,119 |
| ISHARES TR | IWD | Other | 0.50% | 4,368 | +17 | +0.39% | $933,265 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.49% | 26,747 | -5,228 | -16.35% | $921,152 |
| ISHARES TR | AGG | Other | 0.49% | 9,162 | +641 | +7.52% | $909,479 |
| VANGUARD SCOTTSDALE FDS | VTHR | Other | 0.48% | 3,130 | +282 | +9.90% | $900,246 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.42% | 2,212 | +10 | +0.45% | $793,848 |
| VANGUARD INDEX FDS | VBK | Other | 0.40% | 2,453 | -35 | -1.41% | $741,452 |
| ISHARES INC | IEMG | Other | 0.34% | 9,232 | -84 | -0.90% | $643,906 |
| BROADCOM INC | AVGO | Technology | 0.32% | 1,912 | -28 | -1.44% | $592,904 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.32% | 908 | -6 | -0.66% | $590,643 |
| VANGUARD WORLD FD | VDE | Other | 0.31% | 3,400 | -916 | -21.22% | $588,268 |
| MVB FINL CORP | MVBF | Financial Services | 0.31% | 23,622 | -9,659 | -29.02% | $586,541 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 1,867 | -107 | -5.42% | $580,100 |
| PEPSICO INC | PEP | Consumer Defensive | 0.30% | 3,651 | -374 | -9.29% | $567,031 |
| ELI LILLY &CO | LLY | Healthcare | 0.26% | 526 | +11 | +2.14% | $477,697 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 3,818 | -269 | -6.58% | $474,520 |
| SPDR GOLD TR | GLD | Other | 0.24% | 1,047 | +170 | +19.38% | $450,514 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 885 | +36 | +4.24% | $430,322 |
| TESLA INC | TSLA | Consumer Cyclical | 0.22% | 1,127 | +68 | +6.42% | $418,962 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 2,811 | +48 | +1.74% | $412,363 |
| JPMORGAN CHASE &CO | JPM | Financial Services | 0.22% | 1,393 | +3 | +0.22% | $407,899 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.21% | 5,122 | +282 | +5.83% | $401,637 |
| JOHNSON &JOHNSON | JNJ | Healthcare | 0.21% | 1,629 | +35 | +2.20% | $398,153 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.19% | 4,578 | +1,669 | +57.37% | $362,926 |
| SPDR SERIES TRUST | SDY | Other | 0.19% | 2,480 | +15 | +0.61% | $361,882 |
| VANGUARD STAR FDS | VXUS | Other | 0.19% | 4,683 | +313 | +7.16% | $361,105 |
| COCA COLA CO | KO | Consumer Defensive | 0.19% | 4,635 | +8 | +0.17% | $352,458 |
| FIRST COMWLTH FINL CORP PA | FCF | Financial Services | 0.18% | 18,812 | +139 | +0.74% | $330,706 |
| LINDE PLC | LIN | Other | 0.17% | 648 | +75 | +13.09% | $321,415 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.16% | 1,072 | -2 | -0.19% | $307,723 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 530 | +1 | +0.19% | $305,817 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.16% | 1,537 | -2 | -0.13% | $304,771 |
| ISHARES TR | GVI | Other | 0.16% | 2,837 | +627 | +28.37% | $302,646 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.16% | 4,522 | +86 | +1.94% | $298,399 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.16% | 3,169 | -370 | -10.45% | $293,200 |
| ISHARES TR | IEFA | Other | 0.16% | 3,219 | +3,219 | +100.00% | $291,408 |
| AT&T INC | T | Communication Services | 0.13% | 8,324 | +8,324 | +100.00% | $242,316 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.13% | 781 | -29 | -3.58% | $242,261 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.13% | 855 | +3 | +0.35% | $238,851 |
| VANGUARD INDEX FDS | VTI | Other | 0.13% | 733 | +122 | +19.97% | $235,057 |
| SPDR INDEX SHS FDS | RWO | Other | 0.12% | 4,945 | -1,552 | -23.89% | $226,339 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 3,039 | +3,039 | +100.00% | $223,767 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 1,012 | +64 | +6.75% | $222,393 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 1,054 | +1,054 | +100.00% | $218,061 |
| MERCK &CO INC | MRK | Healthcare | 0.12% | 1,800 | +1,800 | +100.00% | $216,470 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.11% | 1,023 | +20 | +1.99% | $212,588 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 589 | -166 | -21.99% | $207,517 |
| FIDELITY COVINGTON TRUST | FUTY | Other | 0.11% | 3,453 | -183 | -5.03% | $203,977 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 286 | +286 | +100.00% | $202,425 |