HOGE FINANCIAL SERVICES, LLC

Est. AUM

$186.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 ETF	$40.1M	112594	21.49%	SOLE
2	VANGUARD BD INDEX FDS	INTERMED TERM	$27.5M	356107	14.71%	SOLE
3	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$17.6M	127050	9.41%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$13.2M	67085	7.05%	SOLE
5	ISHARES TR	FLTG RATE NT ETF	$10.8M	212275	5.79%	SOLE
6	VANGUARD INDEX FDS	SMALL CP ETF	$10.6M	40644	5.70%	SOLE
7	ISHARES TR	MSCI EAFE ETF	$10.6M	109083	5.67%	SOLE
8	ISHARES TR	MSCI EMG MKT ETF	$4.6M	81369	2.47%	SOLE
9	ISHARES TR	US INFRASTRUC	$3.8M	65877	2.02%	SOLE
10	NVIDIA CORPORATION	COM	$3.2M	18567	1.73%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$3.1M	7006	1.64%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$2.8M	26653	1.51%	SOLE
13	MICROSOFT CORP	COM	$2.6M	7122	1.42%	SOLE
14	ISHARES TR	CORE MSCI INTL	$2.5M	30111	1.35%	SOLE
15	QUALCOMM INC	COM	$2.2M	16977	1.17%	SOLE
16	META PLATFORMS INC	CL A	$2.0M	3433	1.05%	SOLE
17	APPLE INC	COM	$1.9M	7539	1.02%	SOLE
18	ISHARES TR	GLB INFRASTR ETF	$1.2M	17886	0.64%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.1M	3973	0.61%	SOLE
20	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	5062	0.59%	SOLE
21	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.0M	2967	0.54%	SOLE
22	AMAZON COM INC	COM	$992K	4758	0.53%	SOLE
23	EXXON MOBIL CORP	COM	$982K	5790	0.53%	SOLE
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$946K	1583	0.51%	SOLE
25	ISHARES TR	RUS 1000 VAL ETF	$933K	4368	0.50%	SOLE
26	MANULIFE FINL CORP	COM	$921K	26747	0.49%	SOLE
27	ISHARES TR	CORE US AGGBD ET	$909K	9162	0.49%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$900K	3130	0.48%	SOLE
29	ROCKWELL AUTOMATION INC	COM	$793K	2212	0.42%	SOLE
30	VANGUARD INDEX FDS	SML CP GRW ETF	$741K	2453	0.40%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$643K	9232	0.34%	SOLE
32	BROADCOM INC	COM	$592K	1912	0.32%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$590K	908	0.32%	SOLE
34	VANGUARD WORLD FD	ENERGY ETF	$588K	3400	0.31%	SOLE
35	MVB FINL CORP	COM	$586K	23622	0.31%	SOLE
36	MCDONALDS CORP	COM	$580K	1867	0.31%	SOLE
37	PEPSICO INC	COM	$567K	3651	0.30%	SOLE
38	ELI LILLY &CO	COM	$477K	526	0.26%	SOLE
39	WALMART INC	COM	$474K	3818	0.25%	SOLE
40	SPDR GOLD TR	GOLD SHS	$450K	1047	0.24%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$430K	885	0.23%	SOLE
42	TESLA INC	COM	$418K	1127	0.22%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$412K	2811	0.22%	SOLE
44	JPMORGAN CHASE &CO	COM	$407K	1393	0.22%	SOLE
45	VANGUARD BD INDEX FDS	SHORT TRM BOND	$401K	5122	0.21%	SOLE
46	JOHNSON &JOHNSON	COM	$398K	1629	0.21%	SOLE
47	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$362K	4578	0.19%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$361K	2480	0.19%	SOLE
49	VANGUARD STAR FDS	VG TL INTL STK F	$361K	4683	0.19%	SOLE
50	COCA COLA CO	COM	$352K	4635	0.19%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.