CIK 1989834
HOGE FINANCIAL SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
70
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 70
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 115K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 285K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 134K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 66K | $1M+ | SH |
| EFA | ISHARES TR | 116K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 41K | $1M+ | SH |
| FLOT | ISHARES TR | 194K | $1M+ | SH |
| EEM | ISHARES TR | 87K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC | 17K | $1M+ | SH |
| IFRA | ISHARES TR | 54K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| IDEV | ISHARES TR | 31K | $1M+ | SH |
| MUB | ISHARES TR | 24K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| IGF | ISHARES TR | 32K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| MFC | MANULIFE FINL CORP | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| MVBF | MVB FINL CORP | 33K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 3K | $500K+ | SH |
| AGG | ISHARES TR | 9K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 914 | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| LLY | ELI LILLY &CO | 515 | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 4K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE &CO. | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 849 | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 877 | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| JNJ | JOHNSON &JOHNSON | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 529 | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |