HOGE FINANCIAL SERVICES, LLC

CIK 0001989834 · CANONSBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

HOGE FINANCIAL SERVICES, LLC reported 83 positions worth $208.9M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IWB (21.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$208.9M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.7%
Est. Net Flow (Q)
2026 Q2
10 / 83 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWBISHARES TRSH$45.7M21.86%111,486
2BIVVANGUARD BD INDEX FDSSH$28.0M13.42%365,539
3VTVANGUARD INTL EQUITY INDEX FSH$19.8M9.48%126,119
4VTVVANGUARD INDEX FDSSH$14.6M6.97%66,802
5VBVANGUARD INDEX FDSSH$12.2M5.84%40,272
6EFAISHARES TRSH$11.4M5.43%109,261
7FLOTISHARES TRSH$11.0M5.27%215,695
8EEMISHARES TRSH$5.5M2.62%79,901
9IFRAISHARES TRSH$4.2M1.99%65,856
10NVDANVIDIA CORPORATIONSH$3.9M1.85%19,315

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HOGE FINANCIAL SERVICES, LLC hold as of Q2 2026?

HOGE FINANCIAL SERVICES, LLC reported 83 positions worth $208.9M in its Q2 2026 13F filing. Largest positions: IWB (21.9%), BIV (13.4%), VT (9.5%), VTV (7.0%) and VB (5.8%).

What did HOGE FINANCIAL SERVICES, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HOGE FINANCIAL SERVICES, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.