Hoge Financial Services, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Hoge Financial Services, LLC reported 53 stock positions worth $132.8 million. Its top holding was iShares Russell 1000 ETF (IWB) at 24.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 10.8%) and Vanguard Intermediate-Term B (BIV, 10.2%). Compared with Q2 2024, it opened 5 new positions, sold out of 2, added to 39 and reduced 9. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +15%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $132.8M (Q3 2024)
- SEC Filing
- 0001989834-24-000004 ↗ filed Nov 12, 2024
Holdings Value
Holdings 53 stocks · $132.8M
| IWB iShares Russell 1000 ETF | 24.35% | 102,838 | $32.3M | Add +1.8% |
| VT Vanguard Tot World STK ETF | 10.79% | 119,709 | $14.3M | Add +2.5% |
| BIV Vanguard Intermediate-Term B | 10.19% | 172,570 | $13.5M | Add +15.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.82% | 51,869 | $9.1M | Add +3.1% |
| EFA iShares MSCI Eafe ETF | 6.65% | 105,598 | $8.8M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.18% | 34,614 | $8.2M | Reduce -1.6% |
| FLOT iShares Floating Rate Bond E | 5.47% | 142,356 | $7.3M | Add +1.3% |
| IGF iShares Global Infrastructur | 2.80% | 68,380 | $3.7M | Add +2.7% |
| EEM iShares MSCI Emerging Market | 2.56% | 74,000 | $3.4M | Add +2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.17% | 7,519 | $2.9M | Reduce -13.4% |
| QCOM Qualcomm Inc. | 2.17% | 16,943 | $2.9M | Add +0.0% |
| MUB iShares National Muni Bond E | 1.96% | 23,895 | $2.6M | Add +1.1% |
| IDEV iShares Core MSCI Dev MKTS | 1.68% | 31,435 | $2.2M | Add +0.3% |
| NVDA Nvidia Corp. | 1.44% | 15,766 | $1.9M | Add +48.0% |
| MSFT Microsoft Corp. | 1.17% | 3,621 | $1.6M | Add +9.2% |
| META Meta Platforms Inc. Class A | 0.92% | 2,124 | $1.2M | Add +7.1% |
| AAPL Apple Inc. | 0.87% | 4,963 | $1.2M | Add +17.7% |
| VDE Vanguard Energy ETF | 0.77% | 8,368 | $1.0M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.69% | 4,570 | $917K | Add +1.1% |
| MFC Manulife Financial Corp. | 0.68% | 30,662 | $906K | Add +0.9% |
| IWD iShares Russell 1000 Value E | 0.64% | 4,450 | $845K | Add +0.5% |
| MVBF MVB Financial Corp. | 0.51% | 34,660 | $671K | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.51% | 2,548 | $671K | Add +48.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.48% | 2,401 | $642K | Add +0.7% |
| ROK Rockwell Automation Inc. | 0.45% | 2,231 | $599K | Reduce -8.9% |
| VOO Vanguard S&P 500 ETF | 0.44% | 1,116 | $589K | Add +5.6% |
| PEP Pepsico Inc. | 0.42% | 3,242 | $551K | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.41% | 9,450 | $543K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.38% | 4,311 | $505K | Add +2.7% |
| RWO State Street SPDR Dow Jones | 0.35% | 9,806 | $466K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 990 | $456K | Add +14.6% |
| AMZN Amazon.com Inc. | 0.34% | 2,440 | $455K | Add +19.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 7,983 | $422K | Add +0.5% |
| MCD McDonald's Corp. | 0.32% | 1,379 | $420K | Reduce -5.8% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 2,923 | $415K | Add +0.6% |
| LLY Eli Lilly & Co. | 0.26% | 384 | $340K | Add +22.7% |
| DKS Dick's Sporting Goods Inc. | 0.24% | 1,500 | $313K | Add +0.9% |
| FCF First Commonwealth Finl Corp. | 0.23% | 17,939 | $308K | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 0.23% | 3,007 | $304K | Add +0.9% |
| KO The Coca-Cola Co. | 0.22% | 4,128 | $297K | Add +7.2% |
| GLD SPDR Gold Shares | 0.22% | 1,211 | $294K | Add +3.5% |
| SMCI Super Micro Computer Inc. | 0.22% | 700 | $291K | New |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,688 | $280K | Add +27.3% |
| LIN Linde PLC | 0.21% | 573 | $273K | Add +8.5% |
| KMB Kimberly-Clark Corp. | 0.20% | 1,891 | $269K | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 0.19% | 3,814 | $247K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 413 | $237K | Reduce -1.4% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 2,775 | $218K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 2,731 | $217K | Reduce -43.9% |
| T AT&T Inc. | 0.16% | 9,622 | $212K | New |
| MO Altria Group Inc. | 0.16% | 4,079 | $208K | New |
| AMGN Amgen Inc. | 0.15% | 631 | $203K | New |
| AGL Agilon Health Inc. | 0.05% | 16,232 | $64K | Add +0.6% |
Portfolio Sells Q2 2024 → Q3 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.4% | 2.17% | −0.49 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.43 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.21 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 6.65% | −0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -43.9% | 0.16% | −0.14 |
| ROK Rockwell Automation Inc. | Reduce -8.9% | 0.45% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 6.18% | −0.10 |
| MVBF MVB Financial Corp. | Reduce -1.9% | 0.51% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -0.1% | 0.20% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 0.18% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.8% | 0.32% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| BIV Vanguard Intermediate-Term B | Add +15.4% | 10.19% | +1.01 |
| NVDA Nvidia Corp. | Add +48.0% | 1.44% | +0.36 |
| SMCI Super Micro Computer Inc. | New | 0.22% | +0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.1% | 6.82% | +0.21 |
| IGF iShares Global Infrastructur | Add +2.7% | 2.80% | +0.19 |
| BSV Vanguard Short-Term Bond ETF | New | 0.16% | +0.16 |
| T AT&T Inc. | New | 0.16% | +0.16 |
| MO Altria Group Inc. | New | 0.16% | +0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +48.7% | 0.51% | +0.15 |
| AMGN Amgen Inc. | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +17.7% | 0.87% | +0.14 |
| META Meta Platforms Inc. Class A | Add +7.1% | 0.92% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.6% | 0.34% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +2.8% | 2.56% | +0.04 |
| FCF First Commonwealth Finl Corp. | Add +0.8% | 0.23% | +0.03 |
| LLY Eli Lilly & Co. | Add +22.7% | 0.26% | +0.02 |
| KO The Coca-Cola Co. | Add +7.2% | 0.22% | +0.02 |
| AMZN Amazon.com Inc. | Add +19.9% | 0.34% | +0.02 |
| RWO State Street SPDR Dow Jones | Add +0.8% | 0.35% | +0.02 |
| MFC Manulife Financial Corp. | Add +0.9% | 0.68% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +2.5% | 10.79% | +0.02 |
| LIN Linde PLC | Add +8.5% | 0.21% | +0.02 |
| GLD SPDR Gold Shares | Add +3.5% | 0.22% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 0.69% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +27.3% | 0.21% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.6% | 0.44% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.6% | 0.31% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.64% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.5% | 0.32% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.19% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.3% | 0.41% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.7% | 0.48% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.9% | 0.23% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +0.3% | 1.68% | −0.01 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.38% | −0.02 |
| PEP Pepsico Inc. | Add +0.5% | 0.42% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Add +0.9% | 0.24% | −0.03 |
| AGL Agilon Health Inc. | Add +0.6% | 0.05% | −0.04 |
| MSFT Microsoft Corp. | Add +9.2% | 1.17% | −0.04 |
| VDE Vanguard Energy ETF | Add +1.1% | 0.77% | −0.09 |
| MUB iShares National Muni Bond E | Add +1.1% | 1.96% | −0.11 |
| IWB iShares Russell 1000 ETF | Add +1.8% | 24.35% | −0.28 |
| FLOT iShares Floating Rate Bond E | Add +1.3% | 5.47% | −0.41 |
| QCOM Qualcomm Inc. | Add +0.0% | 2.17% | −0.59 |
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 |