Hoge Financial Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Hoge Financial Services, LLC reported 63 stock positions worth $160.8 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.9% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 12.1%) and Vanguard Tot World STK ETF (VT, 10.3%). Compared with Q1 2025, it opened 7 new positions, sold out of 1, added to 38 and reduced 18. The biggest buy was iShares Russell 1000 ETF (IWB, shares +5%) and the biggest sale iShares Global Infrastructur (IGF, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $160.8M (Q2 2025)
- SEC Filing
- 0001989834-25-000006 ↗ filed Jul 31, 2025
Holdings Value
Holdings 63 stocks · $160.8M
| IWB iShares Russell 1000 ETF | 23.85% | 112,795 | $38.4M | Add +4.9% |
| BIV Vanguard Intermediate-Term B | 12.11% | 250,661 | $19.5M | Add +7.9% |
| VT Vanguard Tot World STK ETF | 10.31% | 128,844 | $16.6M | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.92% | 62,889 | $11.1M | Add +9.7% |
| EFA iShares MSCI Eafe ETF | 6.28% | 112,772 | $10.1M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.80% | 39,296 | $9.3M | Add +6.7% |
| FLOT iShares Floating Rate Bond E | 5.33% | 167,485 | $8.6M | Add +4.9% |
| EEM iShares MSCI Emerging Market | 2.57% | 85,700 | $4.1M | Add +5.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.90% | 6,952 | $3.0M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 1.69% | 17,096 | $2.7M | Add +0.4% |
| IGF iShares Global Infrastructur | 1.67% | 45,298 | $2.7M | Reduce -19.4% |
| MSFT Microsoft Corp. | 1.66% | 5,371 | $2.7M | Reduce -8.3% |
| MUB iShares National Muni Bond E | 1.57% | 24,209 | $2.5M | Reduce -0.6% |
| IDEV iShares Core MSCI Dev MKTS | 1.49% | 31,573 | $2.4M | Add +1.0% |
| NVDA Nvidia Corp. | 1.45% | 14,738 | $2.3M | Reduce -39.5% |
| META Meta Platforms Inc. Class A | 1.13% | 2,470 | $1.8M | Add +3.9% |
| IFRA iShares US Infrastructure | 1.07% | 34,700 | $1.7M | Add +87.7% |
| AAPL Apple Inc. | 0.79% | 6,161 | $1.3M | Add +7.3% |
| MFC Manulife Financial Corp. | 0.62% | 31,435 | $1.0M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.61% | 4,470 | $981K | Add +8.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 4,888 | $953K | Add +2.5% |
| IWD iShares Russell 1000 Value E | 0.52% | 4,311 | $837K | Reduce -4.0% |
| AGG iShares Core U.S. Aggregate | 0.51% | 8,328 | $826K | New |
| MVBF MVB Financial Corp. | 0.50% | 35,455 | $799K | Add +0.7% |
| ROK Rockwell Automation Inc. | 0.45% | 2,183 | $725K | Reduce -0.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.43% | 2,494 | $691K | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.42% | 1,181 | $671K | Reduce -2.3% |
| VDE Vanguard Energy ETF | 0.40% | 5,410 | $644K | Reduce -19.9% |
| XOM Exxon Mobil Corp. | 0.38% | 5,602 | $605K | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 958 | $592K | Reduce -7.8% |
| IEMG iShares Core MSCI Emerging | 0.35% | 9,503 | $570K | Add +0.2% |
| MCD McDonald's Corp. | 0.34% | 1,865 | $540K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.33% | 2,999 | $530K | Add +28.0% |
| PEP Pepsico Inc. | 0.31% | 3,749 | $498K | Add +3.2% |
| AVGO Broadcom Inc. | 0.27% | 1,569 | $433K | Add +23.3% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 2,699 | $368K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 753 | $362K | Reduce -58.9% |
| LLY Eli Lilly & Co. | 0.22% | 454 | $353K | Add +3.6% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,215 | $352K | Add +22.6% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 2,581 | $350K | Reduce -2.8% |
| WMT Walmart Inc. | 0.21% | 3,506 | $343K | Add +11.1% |
| V Visa Inc. Class A | 0.20% | 910 | $322K | Add +11.9% |
| KO The Coca-Cola Co. | 0.20% | 4,459 | $316K | Add +5.3% |
| RWO State Street SPDR Dow Jones | 0.19% | 6,830 | $301K | Reduce -26.2% |
| DKS Dick's Sporting Goods Inc. | 0.19% | 1,517 | $300K | Reduce -0.3% |
| FCF First Commonwealth Finl Corp. | 0.19% | 18,365 | $298K | Add +0.9% |
| VXUS Vanguard Total Intl Stock | 0.18% | 4,271 | $295K | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 527 | $291K | Reduce -41.0% |
| TSLA Tesla Inc. | 0.18% | 899 | $285K | New |
| NFLX Netflix Inc. | 0.17% | 210 | $281K | New |
| LIN Linde PLC | 0.17% | 598 | $281K | Add +4.0% |
| NSC Norfolk Southern Corp. | 0.17% | 1,063 | $272K | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 3,432 | $270K | New |
| CEG Constellation Energy | 0.17% | 830 | $268K | New |
| GLD SPDR Gold Shares | 0.16% | 859 | $262K | Reduce -32.0% |
| PM Philip Morris International | 0.16% | 1,429 | $261K | Add +6.1% |
| MO Altria Group Inc. | 0.16% | 4,409 | $258K | Add +2.9% |
| KMB Kimberly-Clark Corp. | 0.15% | 1,939 | $247K | Add +1.7% |
| AXP American Express Co. | 0.15% | 764 | $244K | New |
| T AT&T Inc. | 0.14% | 7,604 | $220K | Add +3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 2,667 | $212K | Reduce -8.6% |
| JNJ Johnson & Johnson | 0.13% | 1,381 | $211K | Add +6.3% |
| AMGN Amgen Inc. | 0.13% | 737 | $208K | Add +7.1% |
Portfolio Sells Q1 2025 → Q2 2025
| IGF iShares Global Infrastructur | Reduce -19.4% | 1.67% | −0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -58.9% | 0.23% | −0.46 |
| NVDA Nvidia Corp. | Reduce -39.5% | 1.45% | −0.40 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 1.57% | −0.22 |
| VDE Vanguard Energy ETF | Reduce -19.9% | 0.40% | −0.21 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -41.0% | 0.18% | −0.11 |
| RWO State Street SPDR Dow Jones | Reduce -26.2% | 0.19% | −0.10 |
| GLD SPDR Gold Shares | Reduce -32.0% | 0.16% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -4.0% | 0.52% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.8% | 0.37% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.8% | 0.22% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -8.6% | 0.13% | −0.03 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.3% | 0.19% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 0.42% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.8% | 0.43% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -0.9% | 0.45% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 1.90% | +0.08 |
| MSFT Microsoft Corp. | Reduce -8.3% | 1.66% | +0.12 |
Portfolio Buys Q1 2025 → Q2 2025
| IWB iShares Russell 1000 ETF | Add +4.9% | 23.85% | +0.78 |
| AGG iShares Core U.S. Aggregate | New | 0.51% | +0.51 |
| IFRA iShares US Infrastructure | Add +87.7% | 1.07% | +0.48 |
| PLTR Palantir Technologies Inc. Class A | New | 0.23% | +0.23 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| META Meta Platforms Inc. Class A | Add +3.9% | 1.13% | +0.18 |
| NFLX Netflix Inc. | New | 0.17% | +0.17 |
| BSV Vanguard Short-Term Bond ETF | New | 0.17% | +0.17 |
| CEG Constellation Energy | New | 0.17% | +0.17 |
| AXP American Express Co. | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +23.3% | 0.27% | +0.12 |
| EEM iShares MSCI Emerging Market | Add +5.8% | 2.57% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.7% | 5.80% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +28.0% | 0.33% | +0.08 |
| MVBF MVB Financial Corp. | Add +0.7% | 0.50% | +0.07 |
| AMZN Amazon.com Inc. | Add +8.7% | 0.61% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +22.6% | 0.22% | +0.05 |
| WMT Walmart Inc. | Add +11.1% | 0.21% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +1.4% | 10.31% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +9.8% | 0.18% | +0.01 |
| PM Philip Morris International | Add +6.1% | 0.16% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.7% | 6.92% | +0.00 |
| V Visa Inc. Class A | Add +11.9% | 0.20% | +0.00 |
| NSC Norfolk Southern Corp. | Add +2.5% | 0.17% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.2% | 0.35% | −0.00 |
| T AT&T Inc. | Add +3.8% | 0.14% | −0.01 |
| FCF First Commonwealth Finl Corp. | Add +0.9% | 0.19% | −0.01 |
| LIN Linde PLC | Add +4.0% | 0.17% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.0% | 1.49% | −0.01 |
| KO The Coca-Cola Co. | Add +5.3% | 0.20% | −0.02 |
| MO Altria Group Inc. | Add +2.9% | 0.16% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +2.3% | 6.28% | −0.02 |
| JNJ Johnson & Johnson | Add +6.3% | 0.13% | −0.02 |
| AMGN Amgen Inc. | Add +7.1% | 0.13% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.5% | 0.59% | −0.03 |
| LLY Eli Lilly & Co. | Add +3.6% | 0.22% | −0.03 |
| KMB Kimberly-Clark Corp. | Add +1.7% | 0.15% | −0.04 |
| MFC Manulife Financial Corp. | Add +0.9% | 0.62% | −0.05 |
| MCD McDonald's Corp. | Add +0.7% | 0.34% | −0.07 |
| PEP Pepsico Inc. | Add +3.2% | 0.31% | −0.07 |
| XOM Exxon Mobil Corp. | Add +2.0% | 0.38% | −0.08 |
| AAPL Apple Inc. | Add +7.3% | 0.79% | −0.10 |
| QCOM Qualcomm Inc. | Add +0.4% | 1.69% | −0.14 |
| BIV Vanguard Intermediate-Term B | Add +7.9% | 12.11% | −0.33 |
| FLOT iShares Floating Rate Bond E | Add +4.9% | 5.33% | −0.37 |
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 |