Hoge Financial Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Hoge Financial Services, LLC reported 83 stock positions worth $208.9 million. Its top holding was iShares Russell 1000 ETF (IWB) at 21.9% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 13.4%) and Vanguard Tot World STK ETF (VT, 9.5%). Compared with Q1 2026, it opened 15 new positions, sold out of 4, added to 42 and reduced 25. The biggest buy was Qualcomm (QCOM, shares +6%) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $208.9M (Q2 2026)
- SEC Filing
- 0001989834-26-000004 ↗ filed Jul 29, 2026
Holdings Value
Holdings 83 stocks · $208.9M
| IWB iShares Russell 1000 ETF | 21.86% | 111,486 | $45.7M | Reduce -1.0% |
| BIV Vanguard Intermediate-Term B | 13.42% | 365,539 | $28.0M | Add +2.6% |
| VT Vanguard Tot World STK ETF | 9.48% | 126,119 | $19.8M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.97% | 66,802 | $14.6M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.84% | 40,272 | $12.2M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 5.43% | 109,261 | $11.4M | Add +0.2% |
| FLOT iShares Floating Rate Bond E | 5.27% | 215,695 | $11.0M | Add +1.6% |
| EEM iShares MSCI Emerging Market | 2.62% | 79,901 | $5.5M | Reduce -1.8% |
| IFRA iShares US Infrastructure | 1.99% | 65,856 | $4.2M | Reduce -0.0% |
| NVDA Nvidia Corp. | 1.85% | 19,315 | $3.9M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.72% | 41,694 | $3.6M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.60% | 18,047 | $3.3M | Add +6.3% |
| MUB iShares National Muni Bond E | 1.34% | 25,925 | $2.8M | Reduce -2.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.29% | 30,199 | $2.7M | Add +0.3% |
| MSFT Microsoft Corp. | 1.25% | 7,024 | $2.6M | Reduce -1.4% |
| AAPL Apple Inc. | 1.05% | 7,616 | $2.2M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.02% | 3,791 | $2.1M | Add +10.4% |
| GOOGL Alphabet Inc. Class A | 0.70% | 4,116 | $1.5M | Add +3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.68% | 2,973 | $1.4M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 5,048 | $1.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.57% | 4,962 | $1.2M | Add +4.3% |
| IGF iShares Global Infrastructur | 0.55% | 17,378 | $1.2M | Reduce -2.8% |
| ROK Rockwell Automation Inc. | 0.53% | 2,215 | $1.1M | Add +0.1% |
| MFC Manulife Financial Corp. | 0.52% | 26,939 | $1.1M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.52% | 1,588 | $1.1M | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.51% | 4,381 | $1.1M | Add +0.3% |
| VTHR Vanguard Russell 3000 | 0.50% | 3,126 | $1.0M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.44% | 9,255 | $916K | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.43% | 2,431 | $889K | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.37% | 5,683 | $777K | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.36% | 9,187 | $761K | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.36% | 1,965 | $742K | Add +2.8% |
| MVBF MVB Financial Corp. | 0.33% | 23,764 | $689K | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 899 | $671K | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.26% | 444 | $533K | Reduce -15.6% |
| MU Micron Technology Inc. | 0.24% | 440 | $508K | New |
| VDE Vanguard Energy ETF | 0.24% | 3,298 | $495K | Reduce -3.0% |
| PEP Pepsico Inc. | 0.23% | 3,557 | $482K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,453 | $475K | Add +4.3% |
| MCD McDonald's Corp. | 0.22% | 1,718 | $464K | Reduce -8.0% |
| TSLA Tesla Inc. | 0.22% | 1,092 | $459K | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 892 | $446K | Add +0.8% |
| WMT Walmart Inc. | 0.21% | 3,842 | $435K | Add +0.6% |
| JNJ Johnson & Johnson | 0.20% | 1,683 | $427K | Add +3.3% |
| VXUS Vanguard Total Intl Stock | 0.19% | 4,704 | $402K | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 5,159 | $402K | Add +0.7% |
| AMD Advanced Micro Devices | 0.19% | 675 | $392K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 530 | $390K | No change |
| GLD SPDR Gold Shares | 0.18% | 1,049 | $386K | Add +0.2% |
| FCF First Commonwealth Finl Corp. | 0.18% | 18,953 | $385K | Add +0.8% |
| KO The Coca-Cola Co. | 0.18% | 4,719 | $383K | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 2,428 | $370K | Reduce -2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 4,630 | $366K | Add +1.1% |
| INTC Intel Corp. | 0.17% | 2,601 | $363K | New |
| DKS Dick's Sporting Goods Inc. | 0.17% | 1,552 | $352K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.16% | 974 | $344K | New |
| LIN Linde PLC | 0.16% | 660 | $342K | Add +1.9% |
| NSC Norfolk Southern Corp. | 0.16% | 1,078 | $339K | Add +0.6% |
| MO Altria Group Inc. | 0.16% | 4,598 | $331K | Add +1.7% |
| CAT Caterpillar Inc. | 0.15% | 301 | $320K | Add +5.2% |
| GVI iShares Intermediate Governm | 0.15% | 2,871 | $305K | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 3,154 | $305K | Reduce -2.0% |
| AXP American Express Co. | 0.13% | 818 | $277K | Add +4.7% |
| NEE Nextera Energy Inc. | 0.13% | 3,117 | $274K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 735 | $272K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.13% | 371 | $268K | New |
| ABBV Abbvie Inc. | 0.13% | 1,038 | $261K | Add +2.6% |
| PNC PNC Financial Services Group | 0.12% | 1,031 | $254K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.12% | 601 | $250K | New |
| V Visa Inc. Class A | 0.12% | 709 | $243K | New |
| MRK Merck & Co. Inc. | 0.11% | 1,865 | $240K | Add +3.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 2,311 | $236K | New |
| RWO State Street SPDR Dow Jones | 0.11% | 4,743 | $236K | Reduce -4.1% |
| LRCX Lam Research Corp. | 0.11% | 536 | $232K | New |
| BND Vanguard Total Bond Market | 0.11% | 3,069 | $225K | Add +1.0% |
| PM Philip Morris International | 0.10% | 1,205 | $218K | New |
| AMGN Amgen Inc. | 0.10% | 601 | $218K | Add +2.0% |
| CEG Constellation Energy | 0.10% | 856 | $212K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.10% | 1,804 | $212K | New |
| KMB Kimberly-Clark Corp. | 0.10% | 1,917 | $210K | New |
| MAR Marriott International Class A | 0.10% | 557 | $207K | New |
| NVS Novartis AG-Sponsored ADR | 0.10% | 1,291 | $202K | New |
| VTWO Vanguard Russell 2000 ETF | 0.10% | 1,666 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.22 |
| MUB iShares National Muni Bond E | Reduce -2.7% | 1.34% | −0.18 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.25% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.37% | −0.15 |
| T AT&T Inc. | Sold out | 0.00% | −0.13 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.11 |
| MCD McDonald's Corp. | Reduce -8.0% | 0.22% | −0.09 |
| IGF iShares Global Infrastructur | Reduce -2.8% | 0.55% | −0.09 |
| VDE Vanguard Energy ETF | Reduce -3.0% | 0.24% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 6.97% | −0.08 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.23% | −0.07 |
| IFRA iShares US Infrastructure | Reduce -0.0% | 1.99% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.13% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.1% | 0.18% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 0.15% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -4.1% | 0.11% | −0.01 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.22% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.3% | 0.59% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -15.6% | 0.26% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.32% | +0.01 |
| VTHR Vanguard Russell 3000 | Reduce -0.1% | 0.50% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 0.36% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.9% | 0.43% | +0.03 |
| VT Vanguard Tot World STK ETF | Reduce -0.7% | 9.48% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 1.72% | +0.08 |
| EEM iShares MSCI Emerging Market | Reduce -1.8% | 2.62% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.9% | 5.84% | +0.15 |
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 21.86% | +0.37 |
Portfolio Buys Q1 2026 → Q2 2026
| QCOM Qualcomm Inc. | Add +6.3% | 1.60% | +0.43 |
| MU Micron Technology Inc. | New | 0.24% | +0.24 |
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| GOOG Alphabet Inc. Class C | New | 0.16% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.68% | +0.14 |
| AMAT Applied Materials Inc. | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +4.0% | 1.85% | +0.12 |
| V Visa Inc. Class A | New | 0.12% | +0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| CSCO Cisco Systems Inc. | New | 0.10% | +0.10 |
| KMB Kimberly-Clark Corp. | New | 0.10% | +0.10 |
| ROK Rockwell Automation Inc. | Add +0.1% | 0.53% | +0.10 |
| MAR Marriott International Class A | New | 0.10% | +0.10 |
| NVS Novartis AG-Sponsored ADR | New | 0.10% | +0.10 |
| VTWO Vanguard Russell 2000 ETF | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.70% | +0.09 |
| CAT Caterpillar Inc. | Add +5.2% | 0.15% | +0.05 |
| AVGO Broadcom Inc. | Add +2.8% | 0.36% | +0.04 |
| AAPL Apple Inc. | Add +1.0% | 1.05% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.3% | 0.57% | +0.04 |
| MFC Manulife Financial Corp. | Add +0.7% | 0.52% | +0.03 |
| MVBF MVB Financial Corp. | Add +0.6% | 0.33% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.52% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.23% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.51% | +0.01 |
| PNC PNC Financial Services Group | Add +0.8% | 0.12% | +0.01 |
| FCF First Commonwealth Finl Corp. | Add +0.8% | 0.18% | +0.01 |
| ABBV Abbvie Inc. | Add +2.6% | 0.13% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +1.0% | 0.17% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.13% | +0.00 |
| AXP American Express Co. | Add +4.7% | 0.13% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.19% | −0.00 |
| MRK Merck & Co. Inc. | Add +3.6% | 0.11% | −0.00 |
| MO Altria Group Inc. | Add +1.7% | 0.16% | −0.00 |
| NSC Norfolk Southern Corp. | Add +0.6% | 0.16% | −0.00 |
| KO The Coca-Cola Co. | Add +1.8% | 0.18% | −0.01 |
| AMGN Amgen Inc. | Add +2.0% | 0.10% | −0.01 |
| LIN Linde PLC | Add +1.9% | 0.16% | −0.01 |
| JNJ Johnson & Johnson | Add +3.3% | 0.20% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.11% | −0.01 |
| GVI iShares Intermediate Governm | Add +1.2% | 0.15% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.21% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 0.18% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +0.7% | 0.19% | −0.02 |
| CEG Constellation Energy | Add +0.1% | 0.10% | −0.03 |
| META Meta Platforms Inc. Class A | Add +10.4% | 1.02% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $208.9M | IWB, BIV, VT, VTV, VB |
| Q1 2026 | 72 | $186.8M | IWB, BIV, VT, VTV, FLOT |
| Q4 2025 | 70 | $185.5M | IWB, BIV, VT, VTV, EFA |
| Q3 2025 | 71 | $174.4M | IWB, BIV, VT, VTV, EFA |
| Q2 2025 | 63 | $160.8M | IWB, BIV, VT, VTV, EFA |
| Q1 2025 | 57 | $143.0M | IWB, BIV, VT, VTV, EFA |
| Q4 2024 | 57 | $136.5M | IWB, VT, BIV, VTV, VB |
| Q3 2024 | 53 | $132.8M | IWB, VT, BIV, VTV, EFA |
| Q2 2024 | 50 | $122.0M | IWB, VT, BIV, EFA, VTV |
| Q1 2024 | 53 | $122.5M | IWB, VT, BIV, EFA, VTV |