Q2 2026 13F · SEC CIK 1989834

Hoge Financial Services, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $208.9M
Reported positions: 83
Top holdings a year, 3 yrs: +11.6%
Assets under management: $621.9M

Hoge Financial Services, LLC is a wealth manager that reported 83 positions worth $208.9M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares Tr (IWB, 21.9%), Vanguard Bd Index Fds (BIV, 13.4%), Vanguard Intl Equity Index F (VT, 9.5%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 16.6% for the S&P 500.

Hoge Financial Services, LLC holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hoge Financial Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWBIshares Tr	21.9%	21.5%	111,486	-1.0%	$45.7M
BIVVanguard Bd Index Fds	13.4%	14.7%	365,539	+2.6%	$28.0M
VTVanguard Intl Equity Index F	9.5%	9.4%	126,119	-0.7%	$19.8M
VTVVanguard Index Fds	7.0%	7.0%	66,802	-0.4%	$14.6M
VBVanguard Index Fds	5.8%	5.7%	40,272	-0.9%	$12.2M
EFAIshares Tr	5.4%	5.7%	109,261	+0.2%	$11.4M
FLOTIshares Tr	5.3%	5.8%	215,695	+1.6%	$11.0M
EEMIshares Tr	2.6%	2.5%	79,901	-1.8%	$5.5M
IFRAIshares Tr	2.0%	2.0%	65,856	-0.0%	$4.2M
NVDANvidia Corporation	1.9%	1.7%	19,315	+4.0%	$3.9M
VUGVanguard Index Fds	1.7%	1.6%	41,694	+495.1%	$3.6M
QCOMQualcomm Inc	1.6%	1.2%	18,047	+6.3%	$3.3M
MUBIshares Tr	1.3%	1.5%	25,925	-2.7%	$2.8M
IDEVIshares Tr	1.3%	1.3%	30,199	+0.3%	$2.7M
MSFTMicrosoft Corp	1.3%	1.4%	7,024	-1.4%	$2.6M
AAPLApple Inc	1.1%	1.0%	7,616	+1.0%	$2.2M
METAMeta Platforms Inc	1.0%	1.0%	3,791	+10.4%	$2.1M
GOOGLAlphabet Inc	0.7%	0.6%	4,116	+3.6%	$1.5M
TSMTaiwan Semiconductor Manufac	0.7%	0.5%	2,973	+0.2%	$1.4M
VBRVanguard Index Fds	0.6%	0.6%	5,048	-0.3%	$1.2M
AMZNAmazon Com Inc	0.6%	0.5%	4,962	+4.3%	$1.2M
IGFiShares Global Infrastructure	0.6%	0.6%	17,378	-2.8%	$1.2M
ROKRockwell Automation Inc	0.5%	0.4%	2,215	+0.1%	$1.1M
MFCManulife Finl Corp	0.5%	0.5%	26,939	+0.7%	$1.1M
VOOVanguard Index Fds	0.5%	0.5%	1,588	+0.3%	$1.1M
IWDIshares Tr	0.5%	0.5%	4,381	+0.3%	$1.1M
VTHRVanguard Russell 3000 ETF	0.5%	0.5%	3,126	-0.1%	$1.0M
AGGIshares Tr	0.4%	0.5%	9,255	+1.0%	$916K
VBKVanguard Index Fds	0.4%	0.4%	2,431	-0.9%	$889K
XOMExxon Mobil Corp	0.4%	0.5%	5,683	-1.8%	$777K
IEMGIshares Inc	0.4%	0.3%	9,187	-0.5%	$761K
AVGOBroadcom Inc	0.4%	0.3%	1,965	+2.8%	$742K
MVBFMvb Finl Corp	0.3%	0.3%	23,764	+0.6%	$689K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	899	-1.0%	$671K
LLYEli Lilly & Co	0.3%	0.3%	444	-15.6%	$533K
MUMicron Technology Inc	0.2%	—	440	—	$508K
VDEVanguard World Fd	0.2%	0.3%	3,298	-3.0%	$495K
PEPPepsico Inc	0.2%	0.3%	3,557	-2.6%	$482K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,453	+4.3%	$475K
MCDMcdonalds Corp	0.2%	0.3%	1,718	-8.0%	$464K
TSLATesla Inc	0.2%	0.2%	1,092	-3.1%	$459K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	892	+0.8%	$446K
WMTWalmart Inc	0.2%	0.3%	3,842	+0.6%	$435K
JNJJohnson & Johnson	0.2%	0.2%	1,683	+3.3%	$427K
VXUSVanguard Star Fds	0.2%	0.2%	4,704	+0.4%	$402K
BSVVanguard Bd Index Fds	0.2%	0.2%	5,159	+0.7%	$402K
AMDAdvanced Micro Devices Inc	0.2%	—	675	—	$392K
QQQInvesco Qqq Tr	0.2%	—	530	—	$390K
GLDSpdr Gold Tr	0.2%	0.2%	1,049	+0.2%	$386K
FCFFirst Commonwealth Financial C	0.2%	—	18,953	—	$385K

What Hoge Financial Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

LLY Eli Lilly & Co-15.6% shares
MCD Mcdonalds Corp-8.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.7% /yr; S&P 500 +11.7%
3 years: +11.6% /yr; S&P 500 +16.6%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$208.9M	83
Q1 2026	$186.8M	72
Q4 2025	$185.5M	70
Q3 2025	$174.4M	71
Q2 2025	$160.8M	63
Q1 2025	$143.0M	57
Q4 2024	$136.5M	57
Q3 2024	$132.8M	53
Q2 2024	$122.0M	50
Q1 2024	$122.5M	53
Q4 2023	$99.7M	46

Questions about Hoge Financial Services, LLC's portfolio

What stocks does Hoge Financial Services, LLC own?

Hoge Financial Services, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 83 positions worth $208.9M. The largest are Ishares Tr (IWB) at 21.9%, Vanguard Bd Index Fds (BIV) at 13.4%, Vanguard Intl Equity Index F (VT) at 9.5%, Vanguard Index Fds (VTV) at 7.0% and Vanguard Index Fds (VB) at 5.8%.

What did Hoge Financial Services, LLC buy last quarter?

In Q2 2026, Hoge Financial Services, LLC added Vanguard Index Fds (VUG) (+495.1% shares), Meta Platforms Inc (META) (+10.4% shares) and Qualcomm Inc (QCOM) (+6.3% shares), compared with its Q1 2026 filing.

What did Hoge Financial Services, LLC sell last quarter?

In Q2 2026, Hoge Financial Services, LLC cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Spdr Ser Tr (SDY), cut from its top 50 Coca Cola Co (KO), Eli Lilly & Co (LLY) (-15.6% shares) and Mcdonalds Corp (MCD) (-8.0% shares), compared with its Q1 2026 filing.

How has Hoge Financial Services, LLC's portfolio performed?

A portfolio copying Hoge Financial Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +16.6% for the S&P 500. Over 1 year: +7.7% against +11.7%.

When is Hoge Financial Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hoge Financial Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hoge Financial Services, LLC manage?

Hoge Financial Services, LLC reported $621.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $208.9M.