Hoge Financial Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Hoge Financial Services, LLC reported 57 stock positions worth $136.5 million. Its top holding was iShares Russell 1000 ETF (IWB) at 24.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 10.5%) and Vanguard Intermediate-Term B (BIV, 10.3%). Compared with Q3 2024, it opened 8 new positions, sold out of 4, added to 38 and reduced 11. The biggest buy was Nvidia (NVDA, shares +32%) and the biggest sale an exit from SS SPDR P S&P 500 Value ETF (SPYV).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $136.5M (Q4 2024)
- SEC Filing
- 0001989834-25-000001 ↗ filed Jan 31, 2025
Holdings Value
Holdings 57 stocks · $136.5M
| IWB iShares Russell 1000 ETF | 24.37% | 103,306 | $33.3M | Add +0.5% |
| VT Vanguard Tot World STK ETF | 10.46% | 121,611 | $14.3M | Add +1.6% |
| BIV Vanguard Intermediate-Term B | 10.29% | 188,061 | $14.1M | Add +9.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.79% | 54,728 | $9.3M | Add +5.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.16% | 34,981 | $8.4M | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 5.91% | 106,815 | $8.1M | Add +1.1% |
| FLOT iShares Floating Rate Bond E | 5.57% | 149,565 | $7.6M | Add +5.1% |
| IGF iShares Global Infrastructur | 2.64% | 68,937 | $3.6M | Add +0.8% |
| EEM iShares MSCI Emerging Market | 2.33% | 76,162 | $3.2M | Add +2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.25% | 7,477 | $3.1M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.04% | 20,735 | $2.8M | Add +31.5% |
| QCOM Qualcomm Inc. | 1.91% | 16,983 | $2.6M | Add +0.2% |
| MUB iShares National Muni Bond E | 1.82% | 23,264 | $2.5M | Reduce -2.6% |
| IDEV iShares Core MSCI Dev MKTS | 1.49% | 31,658 | $2.0M | Add +0.7% |
| MSFT Microsoft Corp. | 1.49% | 4,829 | $2.0M | Add +33.4% |
| AAPL Apple Inc. | 1.00% | 5,450 | $1.4M | Add +9.8% |
| META Meta Platforms Inc. Class A | 0.96% | 2,248 | $1.3M | Add +5.8% |
| MFC Manulife Financial Corp. | 0.69% | 30,900 | $949K | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.66% | 4,575 | $907K | Add +0.1% |
| VDE Vanguard Energy ETF | 0.66% | 7,407 | $899K | Reduce -11.5% |
| AMZN Amazon.com Inc. | 0.61% | 3,820 | $838K | Add +56.6% |
| IWD iShares Russell 1000 Value E | 0.61% | 4,474 | $828K | Add +0.5% |
| MVBF MVB Financial Corp. | 0.53% | 34,929 | $723K | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.51% | 2,564 | $692K | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.49% | 2,391 | $670K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.47% | 1,188 | $640K | Add +6.5% |
| ROK Rockwell Automation Inc. | 0.46% | 2,215 | $633K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.40% | 5,084 | $547K | Add +17.9% |
| PEP Pepsico Inc. | 0.40% | 3,557 | $541K | Add +9.7% |
| MCD McDonald's Corp. | 0.39% | 1,825 | $529K | Add +32.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 1,123 | $509K | Add +13.4% |
| IEMG iShares Core MSCI Emerging | 0.37% | 9,597 | $501K | Add +1.6% |
| RWO State Street SPDR Dow Jones | 0.31% | 9,780 | $419K | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,100 | $398K | Add +24.4% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 2,774 | $366K | Reduce -5.1% |
| DKS Dick's Sporting Goods Inc. | 0.25% | 1,505 | $344K | Add +0.3% |
| FCF First Commonwealth Finl Corp. | 0.22% | 18,078 | $306K | Add +0.8% |
| GLD SPDR Gold Shares | 0.22% | 1,245 | $301K | Add +2.8% |
| AGG iShares Core U.S. Aggregate | 0.22% | 3,045 | $295K | Add +1.3% |
| LLY Eli Lilly & Co. | 0.21% | 370 | $285K | Reduce -3.6% |
| WMT Walmart Inc. | 0.20% | 3,067 | $277K | New |
| TSLA Tesla Inc. | 0.19% | 654 | $264K | New |
| AVGO Broadcom Inc. | 0.19% | 1,132 | $263K | New |
| KO The Coca-Cola Co. | 0.19% | 4,192 | $261K | Add +1.6% |
| KMB Kimberly-Clark Corp. | 0.18% | 1,830 | $240K | Reduce -3.2% |
| NSC Norfolk Southern Corp. | 0.17% | 1,014 | $238K | New |
| LIN Linde PLC | 0.17% | 553 | $232K | Reduce -3.5% |
| V Visa Inc. Class A | 0.17% | 725 | $229K | New |
| VXUS Vanguard Total Intl Stock | 0.17% | 3,879 | $229K | Add +1.7% |
| T AT&T Inc. | 0.17% | 9,949 | $227K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.16% | 939 | $225K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 378 | $222K | Reduce -8.5% |
| MO Altria Group Inc. | 0.16% | 4,187 | $219K | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 2,808 | $217K | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 2,767 | $216K | Add +1.3% |
| VTWO Vanguard Russell 2000 ETF | 0.15% | 2,245 | $201K | New |
| AXP American Express Co. | 0.15% | 674 | $200K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.32 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.22 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -2.6% | 1.82% | −0.14 |
| VDE Vanguard Energy ETF | Reduce -11.5% | 0.66% | −0.11 |
| AGL Agilon Health Inc. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -3.6% | 0.21% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.1% | 0.27% | −0.04 |
| RWO State Street SPDR Dow Jones | Reduce -0.3% | 0.31% | −0.04 |
| LIN Linde PLC | Reduce -3.5% | 0.17% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -3.2% | 0.18% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.5% | 0.16% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.4% | 0.49% | +0.01 |
| ROK Rockwell Automation Inc. | Reduce -0.7% | 0.46% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 2.25% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +31.5% | 2.04% | +0.60 |
| MSFT Microsoft Corp. | Add +33.4% | 1.49% | +0.32 |
| AMZN Amazon.com Inc. | Add +56.6% | 0.61% | +0.27 |
| WMT Walmart Inc. | New | 0.20% | +0.20 |
| TSLA Tesla Inc. | New | 0.19% | +0.19 |
| AVGO Broadcom Inc. | New | 0.19% | +0.19 |
| NSC Norfolk Southern Corp. | New | 0.17% | +0.17 |
| V Visa Inc. Class A | New | 0.17% | +0.17 |
| JPM JPMorgan Chase & Co. | New | 0.16% | +0.16 |
| VTWO Vanguard Russell 2000 ETF | New | 0.15% | +0.15 |
| AXP American Express Co. | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +9.8% | 1.00% | +0.13 |
| BIV Vanguard Intermediate-Term B | Add +9.0% | 10.29% | +0.11 |
| FLOT iShares Floating Rate Bond E | Add +5.1% | 5.57% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +24.4% | 0.29% | +0.08 |
| MCD McDonald's Corp. | Add +32.3% | 0.39% | +0.07 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.96% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.4% | 0.37% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.5% | 0.47% | +0.03 |
| MVBF MVB Financial Corp. | Add +0.8% | 0.53% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +0.5% | 24.37% | +0.02 |
| XOM Exxon Mobil Corp. | Add +17.9% | 0.40% | +0.02 |
| DKS Dick's Sporting Goods Inc. | Add +0.3% | 0.25% | +0.02 |
| MFC Manulife Financial Corp. | Add +0.8% | 0.69% | +0.01 |
| T AT&T Inc. | Add +3.4% | 0.17% | +0.01 |
| MO Altria Group Inc. | Add +2.6% | 0.16% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.6% | 0.51% | +0.00 |
| GLD SPDR Gold Shares | Add +2.8% | 0.22% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 0.16% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +1.2% | 0.16% | −0.01 |
| FCF First Commonwealth Finl Corp. | Add +0.8% | 0.22% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 0.22% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.7% | 0.17% | −0.02 |
| PEP Pepsico Inc. | Add +9.7% | 0.40% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.66% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.1% | 6.16% | −0.03 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.61% | −0.03 |
| KO The Coca-Cola Co. | Add +1.6% | 0.19% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.5% | 6.79% | −0.03 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 0.37% | −0.04 |
| IGF iShares Global Infrastructur | Add +0.8% | 2.64% | −0.16 |
| IDEV iShares Core MSCI Dev MKTS | Add +0.7% | 1.49% | −0.18 |
| EEM iShares MSCI Emerging Market | Add +2.9% | 2.33% | −0.22 |
| QCOM Qualcomm Inc. | Add +0.2% | 1.91% | −0.26 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 10.46% | −0.33 |
| EFA iShares MSCI Eafe ETF | Add +1.1% | 5.91% | −0.74 |
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 |