Hoge Financial Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Hoge Financial Services, LLC reported 71 stock positions worth $174.4 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.4% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 11.6%) and Vanguard Tot World STK ETF (VT, 10.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 1, added to 41 and reduced 20. The biggest buy was a new position in Vanguard Russell 3000 (VTHR) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $174.4M (Q3 2025)
- SEC Filing
- 0001989834-25-000007 ↗ filed Nov 4, 2025
Holdings Value
Holdings 71 stocks · $174.4M
| IWB iShares Russell 1000 ETF | 23.39% | 111,653 | $40.8M | Reduce -1.0% |
| BIV Vanguard Intermediate-Term B | 11.57% | 258,448 | $20.2M | Add +3.1% |
| VT Vanguard Tot World STK ETF | 10.17% | 128,741 | $17.7M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.78% | 63,396 | $11.8M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 5.87% | 109,760 | $10.2M | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.76% | 39,505 | $10.0M | Add +0.5% |
| FLOT iShares Floating Rate Bond E | 5.12% | 174,670 | $8.9M | Add +4.3% |
| EEM iShares MSCI Emerging Market | 2.55% | 83,223 | $4.4M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.90% | 6,907 | $3.3M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.67% | 5,635 | $2.9M | Add +4.9% |
| NVDA Nvidia Corp. | 1.66% | 15,483 | $2.9M | Add +5.0% |
| QCOM Qualcomm Inc. | 1.63% | 17,134 | $2.9M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.45% | 3,451 | $2.5M | Add +39.7% |
| IGF iShares Global Infrastructur | 1.45% | 41,256 | $2.5M | Reduce -8.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.43% | 31,208 | $2.5M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 1.35% | 22,066 | $2.3M | Reduce -8.8% |
| IFRA iShares US Infrastructure | 1.18% | 39,117 | $2.1M | Add +12.7% |
| AAPL Apple Inc. | 1.00% | 6,849 | $1.7M | Add +11.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 4,899 | $1.0M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.57% | 4,561 | $1.0M | Add +2.0% |
| MFC Manulife Financial Corp. | 0.57% | 31,703 | $988K | Add +0.8% |
| IWD iShares Russell 1000 Value E | 0.51% | 4,330 | $882K | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 0.48% | 8,410 | $843K | Add +1.0% |
| VTHR Vanguard Russell 3000 | 0.48% | 2,839 | $836K | New |
| GOOGL Alphabet Inc. Class A | 0.48% | 3,423 | $832K | Add +14.1% |
| MVBF MVB Financial Corp. | 0.48% | 33,116 | $830K | Reduce -6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 2,955 | $825K | New |
| ROK Rockwell Automation Inc. | 0.44% | 2,193 | $767K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.42% | 2,485 | $740K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.42% | 1,184 | $725K | Add +0.3% |
| VDE Vanguard Energy ETF | 0.39% | 5,350 | $673K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.36% | 5,542 | $625K | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 934 | $622K | Reduce -2.5% |
| IEMG iShares Core MSCI Emerging | 0.36% | 9,434 | $622K | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.35% | 1,829 | $603K | Add +16.6% |
| MCD McDonald's Corp. | 0.34% | 1,947 | $592K | Add +4.4% |
| PEP Pepsico Inc. | 0.33% | 4,052 | $569K | Add +8.1% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 2,793 | $509K | Add +3.5% |
| TSLA Tesla Inc. | 0.25% | 999 | $444K | Add +11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 841 | $423K | Add +11.7% |
| JPM JPMorgan Chase & Co. | 0.24% | 1,326 | $418K | Add +9.1% |
| WMT Walmart Inc. | 0.23% | 3,838 | $396K | Add +9.5% |
| SDY SS SPDR S&P Dividend ETF | 0.20% | 2,517 | $353K | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.20% | 460 | $352K | Add +1.3% |
| DKS Dick's Sporting Goods Inc. | 0.19% | 1,530 | $340K | Add +0.9% |
| NSC Norfolk Southern Corp. | 0.18% | 1,066 | $320K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 527 | $317K | No change |
| FCF First Commonwealth Finl Corp. | 0.18% | 18,512 | $316K | Add +0.8% |
| VXUS Vanguard Total Intl Stock | 0.18% | 4,292 | $315K | Add +0.5% |
| GLD SPDR Gold Shares | 0.18% | 886 | $315K | Add +3.1% |
| MO Altria Group Inc. | 0.17% | 4,510 | $298K | Add +2.3% |
| RWO State Street SPDR Dow Jones | 0.17% | 6,421 | $294K | Reduce -6.0% |
| LIN Linde PLC | 0.17% | 617 | $293K | Add +3.2% |
| KO The Coca-Cola Co. | 0.16% | 4,298 | $285K | Reduce -3.6% |
| JNJ Johnson & Johnson | 0.16% | 1,536 | $285K | Add +11.2% |
| CEG Constellation Energy | 0.16% | 838 | $276K | Add +1.0% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 3,465 | $273K | Add +1.0% |
| AXP American Express Co. | 0.15% | 788 | $262K | Add +3.1% |
| ORCL Oracle Corp. | 0.15% | 930 | $262K | New |
| PM Philip Morris International | 0.14% | 1,469 | $238K | Add +2.8% |
| V Visa Inc. Class A | 0.13% | 686 | $234K | Reduce -24.6% |
| NFLX Netflix Inc. | 0.13% | 194 | $233K | Reduce -7.6% |
| T AT&T Inc. | 0.13% | 7,773 | $220K | Add +2.2% |
| NEE Nextera Energy Inc. | 0.13% | 2,906 | $219K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 2,683 | $214K | Add +0.6% |
| ABBV Abbvie Inc. | 0.12% | 913 | $212K | New |
| FUTY Fidelity MSCI US Utilities | 0.12% | 3,718 | $210K | New |
| VTWO Vanguard Russell 2000 ETF | 0.12% | 2,135 | $209K | New |
| MA Mastercard Inc. Class A | 0.12% | 361 | $206K | New |
| PNC PNC Financial Services Group | 0.12% | 1,002 | $201K | New |
| KMB Kimberly-Clark Corp. | 0.12% | 1,615 | $201K | Reduce -16.7% |
Portfolio Sells Q2 2025 → Q3 2025
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 23.39% | −0.46 |
| EFA iShares MSCI Eafe ETF | Reduce -2.7% | 5.87% | −0.40 |
| MUB iShares National Muni Bond E | Reduce -8.8% | 1.35% | −0.23 |
| IGF iShares Global Infrastructur | Reduce -8.9% | 1.45% | −0.22 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 10.17% | −0.15 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.13 |
| V Visa Inc. Class A | Reduce -24.6% | 0.13% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.2% | 1.43% | −0.06 |
| NFLX Netflix Inc. | Reduce -7.6% | 0.13% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -16.7% | 0.12% | −0.04 |
| KO The Coca-Cola Co. | Reduce -3.6% | 0.16% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -2.9% | 2.55% | −0.03 |
| MVBF MVB Financial Corp. | Reduce -6.6% | 0.48% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -6.0% | 0.17% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.36% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.5% | 0.20% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -1.1% | 0.39% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.36% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.4% | 0.42% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.7% | 0.36% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 1.90% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VTHR Vanguard Russell 3000 | New | 0.48% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.47% | +0.47 |
| META Meta Platforms Inc. Class A | Add +39.7% | 1.45% | +0.32 |
| AAPL Apple Inc. | Add +11.2% | 1.00% | +0.21 |
| NVDA Nvidia Corp. | Add +5.0% | 1.66% | +0.21 |
| ORCL Oracle Corp. | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +14.1% | 0.48% | +0.15 |
| NEE Nextera Energy Inc. | New | 0.13% | +0.13 |
| ABBV Abbvie Inc. | New | 0.12% | +0.12 |
| FUTY Fidelity MSCI US Utilities | New | 0.12% | +0.12 |
| VTWO Vanguard Russell 2000 ETF | New | 0.12% | +0.12 |
| IFRA iShares US Infrastructure | Add +12.7% | 1.18% | +0.12 |
| MA Mastercard Inc. Class A | New | 0.12% | +0.12 |
| PNC PNC Financial Services Group | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +11.1% | 0.25% | +0.08 |
| AVGO Broadcom Inc. | Add +16.6% | 0.35% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +3.5% | 0.29% | +0.06 |
| JNJ Johnson & Johnson | Add +11.2% | 0.16% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +9.1% | 0.24% | +0.02 |
| GLD SPDR Gold Shares | Add +3.1% | 0.18% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.7% | 0.24% | +0.02 |
| PEP Pepsico Inc. | Add +8.1% | 0.33% | +0.02 |
| NSC Norfolk Southern Corp. | Add +0.3% | 0.18% | +0.01 |
| WMT Walmart Inc. | Add +9.5% | 0.23% | +0.01 |
| MSFT Microsoft Corp. | Add +4.9% | 1.67% | +0.01 |
| MO Altria Group Inc. | Add +2.3% | 0.17% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +0.9% | 0.19% | +0.01 |
| MCD McDonald's Corp. | Add +4.4% | 0.34% | +0.00 |
| AXP American Express Co. | Add +3.1% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.42% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.18% | −0.00 |
| FCF First Commonwealth Finl Corp. | Add +0.8% | 0.18% | −0.00 |
| LIN Linde PLC | Add +3.2% | 0.17% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 0.59% | −0.01 |
| CEG Constellation Energy | Add +1.0% | 0.16% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.6% | 0.12% | −0.01 |
| T AT&T Inc. | Add +2.2% | 0.13% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.16% | −0.01 |
| ROK Rockwell Automation Inc. | Add +0.5% | 0.44% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.51% | −0.02 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.20% | −0.02 |
| PM Philip Morris International | Add +2.8% | 0.14% | −0.03 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 0.48% | −0.03 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.57% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.5% | 5.76% | −0.04 |
| MFC Manulife Financial Corp. | Add +0.8% | 0.57% | −0.06 |
| QCOM Qualcomm Inc. | Add +0.2% | 1.63% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.8% | 6.78% | −0.15 |
| FLOT iShares Floating Rate Bond E | Add +4.3% | 5.12% | −0.21 |
| BIV Vanguard Intermediate-Term B | Add +3.1% | 11.57% | −0.54 |
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 |