Hoge Financial Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Hoge Financial Services, LLC reported 72 stock positions worth $186.8 million. Its top holding was iShares Russell 1000 ETF (IWB) at 21.5% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 14.7%) and Vanguard Tot World STK ETF (VT, 9.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 4, added to 39 and reduced 27. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +25%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001989834
- Portfolio Value
- $186.8M (Q1 2026)
- SEC Filing
- 0001989834-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 72 stocks · $186.8M
| IWB iShares Russell 1000 ETF | 21.49% | 112,594 | $40.1M | Reduce -2.0% |
| BIV Vanguard Intermediate-Term B | 14.71% | 356,107 | $27.5M | Add +24.8% |
| VT Vanguard Tot World STK ETF | 9.41% | 127,050 | $17.6M | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.05% | 67,085 | $13.2M | Add +0.9% |
| FLOT iShares Floating Rate Bond E | 5.79% | 212,275 | $10.8M | Add +9.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.70% | 40,644 | $10.6M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 5.67% | 109,083 | $10.6M | Reduce -5.7% |
| EEM iShares MSCI Emerging Market | 2.47% | 81,369 | $4.6M | Reduce -6.0% |
| IFRA iShares US Infrastructure | 2.02% | 65,877 | $3.8M | Add +22.7% |
| NVDA Nvidia Corp. | 1.73% | 18,567 | $3.2M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.64% | 7,006 | $3.1M | Add +1.0% |
| MUB iShares National Muni Bond E | 1.51% | 26,653 | $2.8M | Add +13.2% |
| MSFT Microsoft Corp. | 1.42% | 7,122 | $2.6M | Add +25.5% |
| IDEV iShares Core MSCI Dev MKTS | 1.35% | 30,111 | $2.5M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 1.17% | 16,977 | $2.2M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.05% | 3,433 | $2.0M | Reduce -1.6% |
| AAPL Apple Inc. | 1.02% | 7,539 | $1.9M | Add +4.9% |
| IGF iShares Global Infrastructur | 0.64% | 17,886 | $1.2M | Reduce -44.3% |
| GOOGL Alphabet Inc. Class A | 0.61% | 3,973 | $1.1M | Add +6.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 5,062 | $1.1M | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 2,967 | $1.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.53% | 4,758 | $992K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.53% | 5,790 | $982K | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.51% | 1,583 | $946K | Add +28.2% |
| IWD iShares Russell 1000 Value E | 0.50% | 4,368 | $933K | Add +0.4% |
| MFC Manulife Financial Corp. | 0.49% | 26,747 | $921K | Reduce -16.4% |
| AGG iShares Core U.S. Aggregate | 0.49% | 9,162 | $909K | Add +7.5% |
| VTHR Vanguard Russell 3000 | 0.48% | 3,130 | $900K | Add +9.9% |
| ROK Rockwell Automation Inc. | 0.42% | 2,212 | $794K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.40% | 2,453 | $741K | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 0.34% | 9,232 | $644K | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.32% | 1,912 | $593K | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 908 | $591K | Reduce -0.7% |
| VDE Vanguard Energy ETF | 0.31% | 3,400 | $588K | Reduce -21.2% |
| MVBF MVB Financial Corp. | 0.31% | 23,622 | $587K | Reduce -29.0% |
| MCD McDonald's Corp. | 0.31% | 1,867 | $580K | Reduce -5.4% |
| PEP Pepsico Inc. | 0.30% | 3,651 | $567K | Reduce -9.3% |
| LLY Eli Lilly & Co. | 0.26% | 526 | $478K | Add +2.1% |
| WMT Walmart Inc. | 0.25% | 3,818 | $475K | Reduce -6.6% |
| GLD SPDR Gold Shares | 0.24% | 1,047 | $451K | Add +19.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 885 | $430K | Add +4.2% |
| TSLA Tesla Inc. | 0.22% | 1,127 | $419K | Add +6.4% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 2,811 | $412K | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,393 | $408K | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 5,122 | $402K | Add +5.8% |
| JNJ Johnson & Johnson | 0.21% | 1,629 | $398K | Add +2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 4,578 | $363K | Add +57.4% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 2,480 | $362K | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.19% | 4,683 | $361K | Add +7.2% |
| KO The Coca-Cola Co. | 0.19% | 4,635 | $352K | Add +0.2% |
| FCF First Commonwealth Finl Corp. | 0.18% | 18,812 | $331K | Add +0.7% |
| LIN Linde PLC | 0.17% | 648 | $321K | Add +13.1% |
| NSC Norfolk Southern Corp. | 0.16% | 1,072 | $308K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 530 | $306K | Add +0.2% |
| DKS Dick's Sporting Goods Inc. | 0.16% | 1,537 | $305K | Reduce -0.1% |
| GVI iShares Intermediate Governm | 0.16% | 2,837 | $303K | Add +28.4% |
| MO Altria Group Inc. | 0.16% | 4,522 | $298K | Add +1.9% |
| NEE Nextera Energy Inc. | 0.16% | 3,169 | $293K | Reduce -10.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 3,219 | $291K | New |
| T AT&T Inc. | 0.13% | 8,324 | $242K | New |
| AXP American Express Co. | 0.13% | 781 | $242K | Reduce -3.6% |
| CEG Constellation Energy | 0.13% | 855 | $239K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 733 | $235K | Add +20.0% |
| RWO State Street SPDR Dow Jones | 0.12% | 4,945 | $226K | Reduce -23.9% |
| BND Vanguard Total Bond Market | 0.12% | 3,039 | $224K | New |
| ABBV Abbvie Inc. | 0.12% | 1,012 | $222K | Add +6.8% |
| CVX Chevron Corp. | 0.12% | 1,054 | $218K | New |
| MRK Merck & Co. Inc. | 0.12% | 1,800 | $216K | New |
| PNC PNC Financial Services Group | 0.11% | 1,023 | $213K | Add +2.0% |
| AMGN Amgen Inc. | 0.11% | 589 | $208K | Reduce -22.0% |
| FUTY Fidelity MSCI US Utilities | 0.11% | 3,453 | $204K | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.11% | 286 | $202K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IWB iShares Russell 1000 ETF | Reduce -2.0% | 21.49% | −1.64 |
| VT Vanguard Tot World STK ETF | Reduce -4.9% | 9.41% | −0.75 |
| IGF iShares Global Infrastructur | Reduce -44.3% | 0.64% | −0.42 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 1.17% | −0.41 |
| EFA iShares MSCI Eafe ETF | Reduce -5.7% | 5.67% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 1.05% | −0.19 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.15 |
| MVBF MVB Financial Corp. | Reduce -29.0% | 0.31% | −0.15 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.14 |
| MFC Manulife Financial Corp. | Reduce -16.4% | 0.49% | −0.13 |
| PM Philip Morris International | Sold out | 0.00% | −0.12 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.12 |
| EEM iShares MSCI Emerging Market | Reduce -6.0% | 2.47% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.9% | 5.70% | −0.06 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.32% | −0.04 |
| RWO State Street SPDR Dow Jones | Reduce -23.9% | 0.12% | −0.04 |
| AXP American Express Co. | Reduce -3.6% | 0.13% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -2.6% | 1.35% | −0.03 |
| AMGN Amgen Inc. | Reduce -22.0% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.32% | −0.02 |
| MCD McDonald's Corp. | Reduce -5.4% | 0.31% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.4% | 0.40% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.3% | 0.30% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.2% | 0.16% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.1% | 0.16% | −0.00 |
| FUTY Fidelity MSCI US Utilities | Reduce -5.0% | 0.11% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -10.4% | 0.16% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.9% | 0.34% | +0.01 |
| WMT Walmart Inc. | Reduce -6.6% | 0.25% | +0.01 |
| VDE Vanguard Energy ETF | Reduce -21.2% | 0.31% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.53% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +24.8% | 14.71% | +2.74 |
| IFRA iShares US Infrastructure | Add +22.7% | 2.02% | +0.49 |
| FLOT iShares Floating Rate Bond E | Add +9.4% | 5.79% | +0.47 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 7.05% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.16% | +0.16 |
| MUB iShares National Muni Bond E | Add +13.2% | 1.51% | +0.15 |
| T AT&T Inc. | New | 0.13% | +0.13 |
| BND Vanguard Total Bond Market | New | 0.12% | +0.12 |
| CVX Chevron Corp. | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | New | 0.11% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +28.2% | 0.51% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +57.4% | 0.19% | +0.07 |
| GLD SPDR Gold Shares | Add +19.4% | 0.24% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.54% | +0.05 |
| LIN Linde PLC | Add +13.1% | 0.17% | +0.04 |
| JNJ Johnson & Johnson | Add +2.2% | 0.21% | +0.04 |
| GVI iShares Intermediate Governm | Add +28.4% | 0.16% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +7.5% | 0.49% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.8% | 0.59% | +0.03 |
| MO Altria Group Inc. | Add +1.9% | 0.16% | +0.02 |
| VTHR Vanguard Russell 3000 | Add +9.9% | 0.48% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +7.2% | 0.19% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +20.0% | 0.13% | +0.02 |
| KO The Coca-Cola Co. | Add +0.2% | 0.19% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +5.8% | 0.21% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.6% | 0.19% | +0.01 |
| FCF First Commonwealth Finl Corp. | Add +0.7% | 0.18% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.50% | +0.01 |
| ABBV Abbvie Inc. | Add +6.8% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Add +2.0% | 0.11% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.2% | 0.23% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.16% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +6.3% | 0.61% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.22% | −0.02 |
| TSLA Tesla Inc. | Add +6.4% | 0.22% | −0.03 |
| AAPL Apple Inc. | Add +4.9% | 1.02% | −0.03 |
| CEG Constellation Energy | Add +0.3% | 0.13% | −0.03 |
| ROK Rockwell Automation Inc. | Add +0.5% | 0.42% | −0.04 |
| LLY Eli Lilly & Co. | Add +2.1% | 0.26% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +1.7% | 0.22% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.53% | −0.06 |
| MSFT Microsoft Corp. | Add +25.5% | 1.42% | −0.06 |
| NVDA Nvidia Corp. | Add +3.5% | 1.73% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 1.64% | −0.19 |
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 |