Hoge Financial Services, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Hoge Financial Services, LLC reported 50 stock positions worth $122.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 24.6% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 10.8%) and Vanguard Intermediate-Term B (BIV, 9.2%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 32 and reduced 14. The biggest buy was iShares Russell 1000 ETF (IWB, shares +2%) and the biggest sale Qualcomm (QCOM, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $122.0M (Q2 2024)
- SEC Filing
- 0001989834-24-000003 ↗ filed Aug 8, 2024
Holdings Value
Holdings 50 stocks · $122.0M
| IWB iShares Russell 1000 ETF | 24.63% | 101,030 | $30.1M | Add +1.8% |
| VT Vanguard Tot World STK ETF | 10.78% | 116,768 | $13.2M | Add +3.5% |
| BIV Vanguard Intermediate-Term B | 9.18% | 149,545 | $11.2M | Add +2.3% |
| EFA iShares MSCI Eafe ETF | 6.84% | 106,565 | $8.3M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.61% | 50,294 | $8.1M | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.28% | 35,169 | $7.7M | Add +3.9% |
| FLOT iShares Floating Rate Bond E | 5.88% | 140,473 | $7.2M | Add +3.5% |
| QCOM Qualcomm Inc. | 2.76% | 16,939 | $3.4M | Reduce -42.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.66% | 8,681 | $3.2M | Reduce -10.2% |
| IGF iShares Global Infrastructur | 2.61% | 66,562 | $3.2M | Add +3.9% |
| EEM iShares MSCI Emerging Market | 2.51% | 71,964 | $3.1M | Add +4.2% |
| MUB iShares National Muni Bond E | 2.06% | 23,625 | $2.5M | Reduce -20.4% |
| IDEV iShares Core MSCI Dev MKTS | 1.69% | 31,350 | $2.1M | Reduce -10.3% |
| MSFT Microsoft Corp. | 1.21% | 3,317 | $1.5M | Add +35.0% |
| NVDA Nvidia Corp. | 1.08% | 10,650 | $1.3M | Add +76.6% |
| VDE Vanguard Energy ETF | 0.87% | 8,281 | $1.1M | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 0.82% | 1,983 | $1000K | Add +80.6% |
| AAPL Apple Inc. | 0.73% | 4,217 | $888K | Add +47.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.68% | 4,520 | $825K | Reduce -6.4% |
| MFC Manulife Financial Corp. | 0.66% | 30,399 | $809K | Add +5.0% |
| IWD iShares Russell 1000 Value E | 0.63% | 4,427 | $772K | Add +0.4% |
| ROK Rockwell Automation Inc. | 0.55% | 2,449 | $674K | Reduce -0.2% |
| MVBF MVB Financial Corp. | 0.54% | 35,338 | $659K | Add +0.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.49% | 2,385 | $597K | Reduce -11.7% |
| PEP Pepsico Inc. | 0.44% | 3,225 | $532K | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 0.43% | 1,057 | $529K | No change |
| AMD Advanced Micro Devices | 0.43% | 3,220 | $522K | Add +55.6% |
| IEMG iShares Core MSCI Emerging | 0.41% | 9,421 | $504K | Reduce -13.2% |
| XOM Exxon Mobil Corp. | 0.40% | 4,196 | $483K | Add +10.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.35% | 1,714 | $428K | Add +0.1% |
| RWO State Street SPDR Dow Jones | 0.33% | 9,729 | $404K | Reduce -15.6% |
| AMZN Amazon.com Inc. | 0.32% | 2,035 | $393K | Add +65.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 7,941 | $387K | Add +0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 4,864 | $376K | Add +1.0% |
| MCD McDonald's Corp. | 0.31% | 1,464 | $373K | Add +1.9% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 2,907 | $370K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 864 | $351K | Add +25.0% |
| DKS Dick's Sporting Goods Inc. | 0.26% | 1,486 | $319K | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 0.24% | 2,979 | $289K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.23% | 313 | $283K | Reduce -28.4% |
| KMB Kimberly-Clark Corp. | 0.21% | 1,892 | $261K | Add +21.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 3,538 | $257K | Add +1.8% |
| GLD SPDR Gold Shares | 0.21% | 1,170 | $252K | Add +6.6% |
| FCF First Commonwealth Finl Corp. | 0.20% | 17,796 | $246K | New |
| KO The Coca-Cola Co. | 0.20% | 3,850 | $245K | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,326 | $242K | New |
| LIN Linde PLC | 0.19% | 528 | $232K | Reduce -6.9% |
| VXUS Vanguard Total Intl Stock | 0.19% | 3,797 | $229K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 419 | $228K | Reduce -26.0% |
| AGL Agilon Health Inc. | 0.09% | 16,132 | $106K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| QCOM Qualcomm Inc. | Reduce -42.0% | 2.76% | −1.27 |
| WAB Wabtec Corp. | Sold out | 0.00% | −1.12 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.66 |
| MUB iShares National Muni Bond E | Reduce -20.4% | 2.06% | −0.54 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -10.3% | 1.69% | −0.23 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.19 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 6.84% | −0.19 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.19 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.17 |
| VDE Vanguard Energy ETF | Reduce -10.3% | 0.87% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -11.7% | 0.49% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.4% | 0.68% | −0.08 |
| RWO State Street SPDR Dow Jones | Reduce -15.6% | 0.33% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.2% | 2.66% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.0% | 0.19% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -28.4% | 0.23% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -13.2% | 0.41% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -0.2% | 0.55% | −0.03 |
| LIN Linde PLC | Reduce -6.9% | 0.19% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| IWB iShares Russell 1000 ETF | Add +1.8% | 24.63% | +1.28 |
| NVDA Nvidia Corp. | Add +76.6% | 1.08% | +0.63 |
| VT Vanguard Tot World STK ETF | Add +3.5% | 10.78% | +0.60 |
| META Meta Platforms Inc. Class A | Add +80.6% | 0.82% | +0.38 |
| MSFT Microsoft Corp. | Add +35.0% | 1.21% | +0.37 |
| AAPL Apple Inc. | Add +47.6% | 0.73% | +0.33 |
| FLOT iShares Floating Rate Bond E | Add +3.5% | 5.88% | +0.22 |
| FCF First Commonwealth Finl Corp. | New | 0.20% | +0.20 |
| GOOGL Alphabet Inc. Class A | New | 0.20% | +0.20 |
| EEM iShares MSCI Emerging Market | Add +4.2% | 2.51% | +0.20 |
| BIV Vanguard Intermediate-Term B | Add +2.3% | 9.18% | +0.17 |
| AMZN Amazon.com Inc. | Add +65.0% | 0.32% | +0.14 |
| AMD Advanced Micro Devices | Add +55.6% | 0.43% | +0.12 |
| IGF iShares Global Infrastructur | Add +3.9% | 2.61% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 6.61% | +0.12 |
| MFC Manulife Financial Corp. | Add +5.0% | 0.66% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +25.0% | 0.29% | +0.05 |
| KMB Kimberly-Clark Corp. | Add +21.4% | 0.21% | +0.05 |
| XOM Exxon Mobil Corp. | Add +10.0% | 0.40% | +0.03 |
| GLD SPDR Gold Shares | Add +6.6% | 0.21% | +0.02 |
| KO The Coca-Cola Co. | Add +6.1% | 0.20% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.35% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.0% | 0.31% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.8% | 0.19% | +0.00 |
| PEP Pepsico Inc. | Add +6.0% | 0.44% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.9% | 0.24% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.8% | 0.21% | 0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.6% | 0.32% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.7% | 0.30% | −0.01 |
| DKS Dick's Sporting Goods Inc. | Add +1.2% | 0.26% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.63% | −0.01 |
| MCD McDonald's Corp. | Add +1.9% | 0.31% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.9% | 6.28% | −0.04 |
| MVBF MVB Financial Corp. | Add +0.9% | 0.54% | −0.10 |
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 |