Hoge Financial Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$186.8M
Q ending 2026-03-31
Prior quarter
$185.5M
Q ending 2025-12-31
Change
+0.7% QoQ · +30.6% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWB | Shares | $40.1M | 113K |
| Vanguard Bd Index Fds | BIV | Shares | $27.5M | 356K |
| Vanguard Intl Equity Index F | VT | Shares | $17.6M | 127K |
| Vanguard Index Fds | VTV | Shares | $13.2M | 67K |
| Ishares Tr | FLOT | Shares | $10.8M | 212K |
| Vanguard Index Fds | VB | Shares | $10.6M | 41K |
| Ishares Tr | EFA | Shares | $10.6M | 109K |
| Ishares Tr | EEM | Shares | $4.6M | 81K |
| Ishares Tr | IFRA | Shares | $3.8M | 66K |
| Nvidia Corporation | NVDA | Shares | $3.2M | 19K |
| Vanguard Index Fds | VUG | Shares | $3.1M | 7K |
| Ishares Tr | MUB | Shares | $2.8M | 27K |
| Microsoft Corp | MSFT | Shares | $2.6M | 7K |
| Ishares Tr | IDEV | Shares | $2.5M | 30K |
| Qualcomm Inc | QCOM | Shares | $2.2M | 17K |
| Meta Platforms Inc | META | Shares | $2.0M | 3K |
| Apple Inc | AAPL | Shares | $1.9M | 8K |
| Ishares Tr | IGF | Shares | $1.2M | 18K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.0M | 3K |
| Amazon Com Inc | AMZN | Shares | $992K | 5K |
| Exxon Mobil Corp | XOM | Shares | $982K | 6K |
| Vanguard Index Fds | VOO | Shares | $946K | 2K |
| Ishares Tr | IWD | Shares | $933K | 4K |
| Manulife Finl Corp | MFC | Shares | $921K | 27K |
| Ishares Tr | AGG | Shares | $909K | 9K |
| Vanguard Scottsdale Fds | VTHR | Shares | $900K | 3K |
| Rockwell Automation Inc | ROK | Shares | $794K | 2K |
| Vanguard Index Fds | VBK | Shares | $741K | 2K |
| Ishares Inc | IEMG | Shares | $644K | 9K |
| Broadcom Inc | AVGO | Shares | $593K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $591K | 908 |
| Vanguard World Fd | VDE | Shares | $588K | 3K |
| Mvb Finl Corp | MVBF | Shares | $587K | 24K |
| Mcdonalds Corp | MCD | Shares | $580K | 2K |
| Pepsico Inc | PEP | Shares | $567K | 4K |
| Eli Lilly &Co | LLY | Shares | $478K | 526 |
| Walmart Inc | WMT | Shares | $475K | 4K |
| Spdr Gold Tr | GLD | Shares | $451K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $430K | 885 |
| Tesla Inc | TSLA | Shares | $419K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $412K | 3K |
| Jpmorgan Chase &Co | JPM | Shares | $408K | 1K |
| Vanguard Bd Index Fds | BSV | Shares | $402K | 5K |
| Johnson &Johnson | JNJ | Shares | $398K | 2K |
| Vanguard Scottsdale Fds | VCSH | Shares | $363K | 5K |
| Spdr Series Trust | SDY | Shares | $362K | 2K |
| Vanguard Star Fds | VXUS | Shares | $361K | 5K |
| Coca Cola Co | KO | Shares | $352K | 5K |
| First Comwlth Finl Corp Pa | FCF | Shares | $331K | 19K |
| Linde Plc | Shares | $321K | 648 | |
| Norfolk Southn Corp | NSC | Shares | $308K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $306K | 530 |
| Dicks Sporting Goods Inc | DKS | Shares | $305K | 2K |
| Ishares Tr | GVI | Shares | $303K | 3K |
| Altria Group Inc | MO | Shares | $298K | 5K |
| Nextera Energy Inc | NEE | Shares | $293K | 3K |
| Ishares Tr | IEFA | Shares | $291K | 3K |
| At&T Inc | T | Shares | $242K | 8K |
| American Express Co | AXP | Shares | $242K | 781 |
| Constellation Energy Corp | CEG | Shares | $239K | 855 |
| Vanguard Index Fds | VTI | Shares | $235K | 733 |
| Spdr Index Shs Fds | RWO | Shares | $226K | 5K |
| Vanguard Bd Index Fds | BND | Shares | $224K | 3K |
| Abbvie Inc | ABBV | Shares | $222K | 1K |
| Chevron Corporation | CVX | Shares | $218K | 1K |
| Merck &Co Inc | MRK | Shares | $216K | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $213K | 1K |
| Amgen Inc | AMGN | Shares | $208K | 589 |
| Fidelity Covington Trust | FUTY | Shares | $204K | 3K |
| Caterpillar Inc | CAT | Shares | $202K | 286 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.