Hoge Financial Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Hoge Financial Services, LLC reported 57 stock positions worth $143.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.1% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 12.4%) and Vanguard Tot World STK ETF (VT, 10.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 42 and reduced 9. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +24%) and the biggest sale an exit from Vngrd Mrgstr LRG-Cap ETF-Usd (VV).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $143.0M (Q1 2025)
- SEC Filing
- 0001989834-25-000002 ↗ filed Apr 21, 2025
Holdings Value
Holdings 57 stocks · $143.0M
| IWB iShares Russell 1000 ETF | 23.07% | 107,572 | $33.0M | Add +4.1% |
| BIV Vanguard Intermediate-Term B | 12.44% | 232,386 | $17.8M | Add +23.6% |
| VT Vanguard Tot World STK ETF | 10.30% | 127,015 | $14.7M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.92% | 57,306 | $9.9M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 6.30% | 110,195 | $9.0M | Add +3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.71% | 36,840 | $8.2M | Add +5.3% |
| FLOT iShares Floating Rate Bond E | 5.70% | 159,686 | $8.2M | Add +6.8% |
| EEM iShares MSCI Emerging Market | 2.48% | 81,005 | $3.5M | Add +6.4% |
| IGF iShares Global Infrastructur | 2.15% | 56,202 | $3.1M | Reduce -18.5% |
| NVDA Nvidia Corp. | 1.85% | 24,360 | $2.6M | Add +17.5% |
| QCOM Qualcomm Inc. | 1.83% | 17,025 | $2.6M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.81% | 6,996 | $2.6M | Reduce -6.4% |
| MUB iShares National Muni Bond E | 1.80% | 24,364 | $2.6M | Add +4.7% |
| MSFT Microsoft Corp. | 1.54% | 5,854 | $2.2M | Add +21.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.51% | 31,257 | $2.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.96% | 2,378 | $1.4M | Add +5.8% |
| AAPL Apple Inc. | 0.89% | 5,744 | $1.3M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 1,834 | $977K | Add +63.3% |
| MFC Manulife Financial Corp. | 0.68% | 31,162 | $971K | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.62% | 4,771 | $889K | Add +4.3% |
| VDE Vanguard Energy ETF | 0.61% | 6,755 | $876K | Reduce -8.8% |
| IWD iShares Russell 1000 Value E | 0.59% | 4,493 | $845K | Add +0.4% |
| IFRA iShares US Infrastructure | 0.58% | 18,489 | $833K | New |
| AMZN Amazon.com Inc. | 0.55% | 4,113 | $783K | Add +7.7% |
| XOM Exxon Mobil Corp. | 0.46% | 5,490 | $653K | Add +8.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.44% | 2,514 | $633K | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 0.43% | 1,209 | $621K | Add +1.8% |
| MVBF MVB Financial Corp. | 0.43% | 35,213 | $610K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,039 | $581K | Add +174.9% |
| MCD McDonald's Corp. | 0.40% | 1,852 | $579K | Add +1.5% |
| ROK Rockwell Automation Inc. | 0.40% | 2,202 | $569K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.38% | 3,633 | $545K | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.36% | 9,482 | $512K | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 894 | $419K | New |
| RWO State Street SPDR Dow Jones | 0.28% | 9,256 | $404K | Reduce -5.4% |
| GLD SPDR Gold Shares | 0.25% | 1,263 | $364K | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.25% | 2,343 | $362K | Add +11.6% |
| LLY Eli Lilly & Co. | 0.25% | 438 | $362K | Add +18.4% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 2,656 | $360K | Reduce -4.3% |
| DKS Dick's Sporting Goods Inc. | 0.21% | 1,521 | $307K | Add +1.1% |
| KO The Coca-Cola Co. | 0.21% | 4,236 | $303K | Add +1.1% |
| V Visa Inc. Class A | 0.20% | 813 | $285K | Add +12.1% |
| FCF First Commonwealth Finl Corp. | 0.20% | 18,208 | $283K | Add +0.7% |
| WMT Walmart Inc. | 0.19% | 3,156 | $277K | Add +2.9% |
| KMB Kimberly-Clark Corp. | 0.19% | 1,907 | $271K | Add +4.2% |
| LIN Linde PLC | 0.19% | 575 | $268K | Add +4.0% |
| MO Altria Group Inc. | 0.18% | 4,285 | $257K | Add +2.3% |
| NSC Norfolk Southern Corp. | 0.17% | 1,037 | $246K | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.17% | 991 | $243K | Add +5.5% |
| VXUS Vanguard Total Intl Stock | 0.17% | 3,890 | $242K | Add +0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 2,919 | $230K | Add +5.5% |
| JNJ Johnson & Johnson | 0.15% | 1,299 | $215K | New |
| AMGN Amgen Inc. | 0.15% | 688 | $214K | New |
| PM Philip Morris International | 0.15% | 1,347 | $214K | New |
| AVGO Broadcom Inc. | 0.15% | 1,273 | $213K | Add +12.5% |
| T AT&T Inc. | 0.14% | 7,324 | $207K | Reduce -26.4% |
| SLV iShares Silver Trust | 0.14% | 6,619 | $205K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.51 |
| IGF iShares Global Infrastructur | Reduce -18.5% | 2.15% | −0.49 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.4% | 1.81% | −0.43 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.22 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.19 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.16 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.15 |
| AXP American Express Co. | Sold out | 0.00% | −0.15 |
| ROK Rockwell Automation Inc. | Reduce -0.6% | 0.40% | −0.07 |
| VDE Vanguard Energy ETF | Reduce -8.8% | 0.61% | −0.05 |
| RWO State Street SPDR Dow Jones | Reduce -5.4% | 0.28% | −0.02 |
| T AT&T Inc. | Reduce -26.4% | 0.14% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.3% | 0.25% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.2% | 0.36% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.3% | 1.51% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +23.6% | 12.44% | +2.15 |
| IFRA iShares US Infrastructure | New | 0.58% | +0.58 |
| EFA iShares MSCI Eafe ETF | Add +3.2% | 6.30% | +0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +63.3% | 0.68% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.29% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +174.9% | 0.41% | +0.24 |
| JNJ Johnson & Johnson | New | 0.15% | +0.15 |
| AMGN Amgen Inc. | New | 0.15% | +0.15 |
| PM Philip Morris International | New | 0.15% | +0.15 |
| SLV iShares Silver Trust | New | 0.14% | +0.14 |
| EEM iShares MSCI Emerging Market | Add +6.4% | 2.48% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 6.92% | +0.14 |
| FLOT iShares Floating Rate Bond E | Add +6.8% | 5.70% | +0.13 |
| XOM Exxon Mobil Corp. | Add +8.0% | 0.46% | +0.06 |
| MSFT Microsoft Corp. | Add +21.2% | 1.54% | +0.05 |
| LLY Eli Lilly & Co. | Add +18.4% | 0.25% | +0.04 |
| GLD SPDR Gold Shares | Add +1.4% | 0.25% | +0.03 |
| V Visa Inc. Class A | Add +12.1% | 0.20% | +0.03 |
| KO The Coca-Cola Co. | Add +1.1% | 0.21% | +0.02 |
| MO Altria Group Inc. | Add +2.3% | 0.18% | +0.02 |
| LIN Linde PLC | Add +4.0% | 0.19% | +0.02 |
| MCD McDonald's Corp. | Add +1.5% | 0.40% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +4.2% | 0.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.5% | 0.17% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.5% | 0.16% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.3% | 0.17% | +0.00 |
| NSC Norfolk Southern Corp. | Add +2.3% | 0.17% | −0.00 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.96% | −0.01 |
| WMT Walmart Inc. | Add +2.9% | 0.19% | −0.01 |
| PEP Pepsico Inc. | Add +2.1% | 0.38% | −0.02 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.59% | −0.02 |
| MFC Manulife Financial Corp. | Add +0.8% | 0.68% | −0.02 |
| MUB iShares National Muni Bond E | Add +4.7% | 1.80% | −0.02 |
| FCF First Commonwealth Finl Corp. | Add +0.7% | 0.20% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 0.43% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +11.6% | 0.25% | −0.04 |
| DKS Dick's Sporting Goods Inc. | Add +1.1% | 0.21% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.3% | 0.62% | −0.04 |
| AVGO Broadcom Inc. | Add +12.5% | 0.15% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +5.1% | 0.44% | −0.05 |
| AMZN Amazon.com Inc. | Add +7.7% | 0.55% | −0.07 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.83% | −0.08 |
| MVBF MVB Financial Corp. | Add +0.8% | 0.43% | −0.10 |
| AAPL Apple Inc. | Add +5.4% | 0.89% | −0.11 |
| VT Vanguard Tot World STK ETF | Add +4.4% | 10.30% | −0.16 |
| NVDA Nvidia Corp. | Add +17.5% | 1.85% | −0.19 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.3% | 5.71% | −0.44 |
| IWB iShares Russell 1000 ETF | Add +4.1% | 23.07% | −1.30 |
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 |