Hoge Financial Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Hoge Financial Services, LLC reported 70 stock positions worth $185.5 million. Its top holding was iShares Russell 1000 ETF (IWB) at 23.1% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 12.0%) and Vanguard Tot World STK ETF (VT, 10.2%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 53 and reduced 13. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +10%) and the biggest sale iShares Global Infrastructur (IGF, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $185.5M (Q4 2025)
- SEC Filing
- 0001989834-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 70 stocks · $185.5M
| IWB iShares Russell 1000 ETF | 23.12% | 114,894 | $42.9M | Add +2.9% |
| BIV Vanguard Intermediate-Term B | 11.97% | 285,268 | $22.2M | Add +10.4% |
| VT Vanguard Tot World STK ETF | 10.16% | 133,618 | $18.8M | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.84% | 66,474 | $12.7M | Add +4.9% |
| EFA iShares MSCI Eafe ETF | 5.98% | 115,612 | $11.1M | Add +5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.76% | 41,430 | $10.7M | Add +4.9% |
| FLOT iShares Floating Rate Bond E | 5.32% | 194,069 | $9.9M | Add +11.1% |
| EEM iShares MSCI Emerging Market | 2.55% | 86,580 | $4.7M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.82% | 6,939 | $3.4M | Add +0.5% |
| NVDA Nvidia Corp. | 1.80% | 17,939 | $3.3M | Add +15.9% |
| QCOM Qualcomm Inc. | 1.58% | 17,162 | $2.9M | Add +0.2% |
| IFRA iShares US Infrastructure | 1.52% | 53,674 | $2.8M | Add +37.2% |
| MSFT Microsoft Corp. | 1.48% | 5,674 | $2.7M | Add +0.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.37% | 30,912 | $2.5M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 1.36% | 23,547 | $2.5M | Add +6.7% |
| META Meta Platforms Inc. Class A | 1.24% | 3,490 | $2.3M | Add +1.1% |
| IGF iShares Global Infrastructur | 1.06% | 32,124 | $2.0M | Reduce -22.1% |
| AAPL Apple Inc. | 1.05% | 7,185 | $2.0M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.63% | 3,739 | $1.2M | Add +9.2% |
| MFC Manulife Financial Corp. | 0.63% | 31,975 | $1.2M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.59% | 4,753 | $1.1M | Add +4.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 4,923 | $1.0M | Add +0.5% |
| IWD iShares Russell 1000 Value E | 0.49% | 4,351 | $915K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 2,964 | $901K | Add +0.3% |
| MVBF MVB Financial Corp. | 0.46% | 33,281 | $860K | Add +0.5% |
| ROK Rockwell Automation Inc. | 0.46% | 2,202 | $857K | Add +0.4% |
| VTHR Vanguard Russell 3000 | 0.46% | 2,848 | $855K | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.46% | 8,521 | $851K | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.42% | 1,235 | $774K | Add +4.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.41% | 2,488 | $752K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.38% | 5,846 | $703K | Add +5.5% |
| AVGO Broadcom Inc. | 0.36% | 1,940 | $671K | Add +6.1% |
| IEMG iShares Core MSCI Emerging | 0.34% | 9,316 | $626K | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 914 | $623K | Reduce -2.1% |
| MCD McDonald's Corp. | 0.33% | 1,974 | $603K | Add +1.4% |
| PEP Pepsico Inc. | 0.31% | 4,025 | $578K | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.30% | 515 | $553K | Add +12.0% |
| VDE Vanguard Energy ETF | 0.29% | 4,316 | $543K | Reduce -19.3% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 2,763 | $491K | Reduce -1.1% |
| TSLA Tesla Inc. | 0.26% | 1,059 | $476K | Add +6.0% |
| WMT Walmart Inc. | 0.25% | 4,087 | $455K | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 1,390 | $448K | Add +4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 849 | $427K | Add +0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 4,840 | $381K | Add +39.7% |
| GLD SPDR Gold Shares | 0.19% | 877 | $348K | Reduce -1.0% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 2,465 | $343K | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.18% | 1,594 | $330K | Add +3.8% |
| VXUS Vanguard Total Intl Stock | 0.18% | 4,370 | $330K | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 529 | $325K | Add +0.4% |
| KO The Coca-Cola Co. | 0.17% | 4,627 | $323K | Add +7.7% |
| FCF First Commonwealth Finl Corp. | 0.17% | 18,673 | $315K | Add +0.9% |
| NSC Norfolk Southern Corp. | 0.17% | 1,074 | $310K | Add +0.8% |
| DKS Dick's Sporting Goods Inc. | 0.16% | 1,539 | $305K | Add +0.6% |
| CEG Constellation Energy | 0.16% | 852 | $301K | Add +1.7% |
| AXP American Express Co. | 0.16% | 810 | $300K | Add +2.8% |
| RWO State Street SPDR Dow Jones | 0.16% | 6,497 | $292K | Add +1.2% |
| NEE Nextera Energy Inc. | 0.15% | 3,539 | $284K | Add +21.8% |
| SLV iShares Silver Trust | 0.15% | 4,379 | $282K | New |
| MO Altria Group Inc. | 0.14% | 4,436 | $256K | Reduce -1.6% |
| V Visa Inc. Class A | 0.14% | 720 | $252K | Add +5.0% |
| AMGN Amgen Inc. | 0.13% | 755 | $247K | New |
| LIN Linde PLC | 0.13% | 573 | $244K | Reduce -7.1% |
| GVI iShares Intermediate Governm | 0.13% | 2,210 | $237K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 2,909 | $232K | Add +8.4% |
| PM Philip Morris International | 0.12% | 1,405 | $225K | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.12% | 948 | $217K | Add +3.8% |
| VTWO Vanguard Russell 2000 ETF | 0.12% | 2,144 | $213K | Add +0.4% |
| PNC PNC Financial Services Group | 0.11% | 1,003 | $209K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 611 | $205K | New |
| FUTY Fidelity MSCI US Utilities | 0.11% | 3,636 | $201K | Reduce -2.2% |
Portfolio Sells Q3 2025 → Q4 2025
| IGF iShares Global Infrastructur | Reduce -22.1% | 1.06% | −0.38 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.15 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.13 |
| T AT&T Inc. | Sold out | 0.00% | −0.13 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.12 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.12 |
| VDE Vanguard Energy ETF | Reduce -19.3% | 0.29% | −0.09 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.9% | 1.37% | −0.06 |
| LIN Linde PLC | Reduce -7.1% | 0.13% | −0.04 |
| MO Altria Group Inc. | Reduce -1.6% | 0.14% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.1% | 0.26% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.34% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.34% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.1% | 0.18% | −0.02 |
| PM Philip Morris International | Reduce -4.4% | 0.12% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.31% | −0.01 |
| FUTY Fidelity MSCI US Utilities | Reduce -2.2% | 0.11% | −0.01 |
| GLD SPDR Gold Shares | Reduce -1.0% | 0.19% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Add +10.4% | 11.97% | +0.40 |
| IFRA iShares US Infrastructure | Add +37.2% | 1.52% | +0.34 |
| FLOT iShares Floating Rate Bond E | Add +11.1% | 5.32% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +9.2% | 0.63% | +0.15 |
| SLV iShares Silver Trust | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +15.9% | 1.80% | +0.15 |
| AMGN Amgen Inc. | New | 0.13% | +0.13 |
| GVI iShares Intermediate Governm | New | 0.13% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.11% | +0.11 |
| EFA iShares MSCI Eafe ETF | Add +5.3% | 5.98% | +0.11 |
| LLY Eli Lilly & Co. | Add +12.0% | 0.30% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.9% | 6.84% | +0.07 |
| MFC Manulife Financial Corp. | Add +0.9% | 0.63% | +0.06 |
| AAPL Apple Inc. | Add +4.9% | 1.05% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +39.7% | 0.21% | +0.05 |
| NEE Nextera Energy Inc. | Add +21.8% | 0.15% | +0.03 |
| ROK Rockwell Automation Inc. | Add +0.4% | 0.46% | +0.02 |
| XOM Exxon Mobil Corp. | Add +5.5% | 0.38% | +0.02 |
| WMT Walmart Inc. | Add +6.5% | 0.25% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.2% | 0.59% | +0.02 |
| AVGO Broadcom Inc. | Add +6.1% | 0.36% | +0.02 |
| JNJ Johnson & Johnson | Add +3.8% | 0.18% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.49% | +0.01 |
| MUB iShares National Muni Bond E | Add +6.7% | 1.36% | +0.01 |
| AXP American Express Co. | Add +2.8% | 0.16% | +0.01 |
| KO The Coca-Cola Co. | Add +7.7% | 0.17% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +4.0% | 2.55% | +0.01 |
| CEG Constellation Energy | Add +1.7% | 0.16% | +0.00 |
| TSLA Tesla Inc. | Add +6.0% | 0.26% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.4% | 0.13% | +0.00 |
| V Visa Inc. Class A | Add +5.0% | 0.14% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +4.8% | 0.24% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 0.42% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.9% | 5.76% | +0.00 |
| PNC PNC Financial Services Group | Add +0.1% | 0.11% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 0.18% | −0.00 |
| ABBV Abbvie Inc. | Add +3.8% | 0.12% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.4% | 0.12% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.4% | 0.18% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +1.2% | 0.16% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +3.8% | 10.16% | −0.01 |
| FCF First Commonwealth Finl Corp. | Add +0.9% | 0.17% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.49% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.23% | −0.01 |
| MVBF MVB Financial Corp. | Add +0.5% | 0.46% | −0.01 |
| MCD McDonald's Corp. | Add +1.4% | 0.33% | −0.01 |
| NSC Norfolk Southern Corp. | Add +0.8% | 0.17% | −0.02 |
| VTHR Vanguard Russell 3000 | Add +0.3% | 0.46% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.41% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.56% | −0.02 |
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 |