HOGE FINANCIAL SERVICES, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, HOGE FINANCIAL SERVICES, LLC held in its portfolio 70 assets valued at $185,539,842 (i.e. $185.54M).
The most valuable assets in the portfolio included: ISHARES TR ($42.91M), VANGUARD BD INDEX FDS ($22.22M), and VANGUARD INTL EQUITY INDEX F ($18.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HOGE FINANCIAL SERVICES, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 114894 | 42905909 | RUS 1000 ETF |
| VANGUARD BD INDEX FDS | 285268 | 22216666 | INTERMED TERM |
| VANGUARD INTL EQUITY INDEX F | 133618 | 18848190 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 66474 | 12695795 | VALUE ETF |
| ISHARES TR | 115612 | 11102262 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 41430 | 10686797 | SMALL CP ETF |
| ISHARES TR | 194069 | 9870325 | FLTG RATE NT ETF |
| ISHARES TR | 86580 | 4736816 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 6939 | 3385226 | GROWTH ETF |
| NVIDIA CORPORATION | 17939 | 3345702 | COM |
| QUALCOMM INC | 17162 | 2935583 | COM |
| ISHARES TR | 53674 | 2824341 | US INFRASTRUC |
| MICROSOFT CORP | 5674 | 2744106 | COM |
| ISHARES TR | 30912 | 2549660 | CORE MSCI INTL |
| ISHARES TR | 23547 | 2522085 | NATIONAL MUN ETF |
| META PLATFORMS INC | 3490 | 2304020 | CL A |
| ISHARES TR | 32124 | 1971118 | GLB INFRASTR ETF |
| APPLE INC | 7185 | 1953330 | COM |
| ALPHABET INC | 3739 | 1170343 | CAP STK CL A |
| MANULIFE FINL CORP | 31975 | 1160059 | COM |
| AMAZON COM INC | 4753 | 1097087 | COM |
| VANGUARD INDEX FDS | 4923 | 1042553 | SM CP VAL ETF |
| ISHARES TR | 4351 | 915197 | RUS 1000 VAL ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2964 | 900685 | SPONSORED ADS |
| MVB FINL CORP | 33281 | 859651 | COM |
| ROCKWELL AUTOMATION INC | 2202 | 856566 | COM |
| VANGUARD SCOTTSDALE FDS | 2848 | 855427 | VNG RUS3000IDX |
| ISHARES TR | 8521 | 851121 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 1235 | 774284 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 2488 | 751716 | SML CP GRW ETF |
| EXXON MOBIL CORP | 5846 | 703454 | COM |
| BROADCOM INC | 1940 | 671300 | COM |
| ISHARES INC | 9316 | 626197 | CORE MSCI EMKT |
| SPDR S&P 500 ETF TR | 914 | 622982 | TR UNIT |
| MCDONALDS CORP | 1974 | 603374 | COM |
| PEPSICO INC | 4025 | 577692 | COM |
| ELI LILLY &CO | 515 | 553483 | COM |
| VANGUARD WORLD FD | 4316 | 543438 | ENERGY ETF |
| PALANTIR TECHNOLOGIES INC | 2763 | 491123 | CL A |
| TESLA INC | 1059 | 476253 | COM |
| WALMART INC | 4087 | 455316 | COM |
| JPMORGAN CHASE &CO. | 1390 | 447762 | COM |
| BERKSHIRE HATHAWAY INC DEL | 849 | 426750 | CL B NEW |
| VANGUARD BD INDEX FDS | 4840 | 381473 | SHORT TRM BOND |
| SPDR GOLD TR | 877 | 347564 | GOLD SHS |
| SPDR SERIES TRUST | 2465 | 343006 | STATE STREET SPD |
| JOHNSON &JOHNSON | 1594 | 329833 | COM |
| VANGUARD STAR FDS | 4370 | 329683 | VG TL INTL STK F |
| INVESCO QQQ TR | 529 | 325079 | UNIT SER 1 |
| COCA COLA CO | 4627 | 323443 | COM |
| FIRST COMWLTH FINL CORP PA | 18673 | 314820 | COM |
| NORFOLK SOUTHN CORP | 1074 | 310145 | COM |
| DICKS SPORTING GOODS INC | 1539 | 304675 | COM |
| CONSTELLATION ENERGY CORP | 852 | 301103 | COM |
| AMERICAN EXPRESS CO | 810 | 299614 | COM |
| SPDR INDEX SHS FDS | 6497 | 292491 | DJ GLB RL ES ETF |
| NEXTERA ENERGY INC | 3539 | 284115 | COM |
| ISHARES SILVER TR | 4379 | 282095 | ISHARES |
| ALTRIA GROUP INC | 4436 | 255794 | COM |
| VISA INC | 720 | 252479 | COM CL A |
| AMGEN INC | 755 | 247008 | COM |
| LINDE PLC | 573 | 244338 | SHS |
| ISHARES TR | 2210 | 237223 | INTRM GOV CR ETF |
| VANGUARD SCOTTSDALE FDS | 2909 | 231895 | SHRT TRM CORP BD |
| PHILIP MORRIS INTL INC | 1405 | 225330 | COM |
| ABBVIE INC | 948 | 216505 | COM |
| VANGUARD SCOTTSDALE FDS | 2144 | 213355 | VNG RUS2000IDX |
| PNC FINL SVCS GROUP INC | 1003 | 209262 | COM |
| VANGUARD INDEX FDS | 611 | 204975 | TOTAL STK MKT |
| FIDELITY COVINGTON TRUST | 3636 | 200795 | MSCI UTILS INDEX |
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