HOGE FINANCIAL SERVICES, LLC

CIK 0001989834 • 6 13F filings • Apr 21, 2025 – Jul 29, 2026

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Filer information

Filed by: HOGE FINANCIAL SERVICES, LLC, Chief Compliance Officer
Address: 400 SOUTHPOINTE BLVD., PLAZA ONE, SUITE 420, CANONSBURG, PA, 15317
Phone: 724-745-9406
AUM: $185.5M

AUM over time

$208.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $185.5M70 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$217K	0.1%Prev: 0.1%	948 SH	Increased+35 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.6%Prev: 0.5%	3,739 SH	Increased+316 SH
ALTRIA GROUP INC	COM	$256K	0.1%Prev: 0.2%	4,436 SH	Decreased-74 SH
AMAZON COM INC	COM	$1.1M	0.6%Prev: 0.6%	4,753 SH	Increased+192 SH
AMERICAN EXPRESS CO	COM	$300K	0.2%Prev: 0.2%	810 SH	Increased+22 SH
AMGEN INC	COM	$247K	0.1%	755 SH	New
APPLE INC	COM	$2.0M	1.1%Prev: 1.0%	7,185 SH	Increased+336 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$427K	0.2%Prev: 0.2%	849 SH	Increased+8 SH
BROADCOM INC	COM	$671K	0.4%Prev: 0.3%	1,940 SH	Increased+111 SH
COCA COLA CO	COM	$323K	0.2%Prev: 0.2%	4,627 SH	Increased+329 SH
CONSTELLATION ENERGY CORP	COM	$301K	0.2%Prev: 0.2%	852 SH	Increased+14 SH
DICKS SPORTING GOODS INC	COM	$305K	0.2%Prev: 0.2%	1,539 SH	Decreased+9 SH
ELI LILLY &CO	COM	$553K	0.3%Prev: 0.2%	515 SH	Increased+55 SH
EXXON MOBIL CORP	COM	$703K	0.4%Prev: 0.4%	5,846 SH	Increased+304 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$201K	0.1%Prev: 0.1%	3,636 SH	Decreased-82 SH
FIRST COMWLTH FINL CORP PA	COM	$315K	0.2%Prev: 0.2%	18,673 SH	Decreased+161 SH
INVESCO QQQ TR	UNIT SER 1	$325K	0.2%Prev: 0.2%	529 SH	Increased+2 SH
ISHARES INC	CORE MSCI EMKT	$626K	0.3%Prev: 0.4%	9,316 SH	Increased-118 SH
ISHARES SILVER TR	ISHARES	$282K	0.2%	4,379 SH	New
ISHARES TR	CORE MSCI INTL	$2.5M	1.4%Prev: 1.4%	30,912 SH	Increased-296 SH
ISHARES TR	CORE US AGGBD ET	$851K	0.5%Prev: 0.5%	8,521 SH	Increased+111 SH
ISHARES TR	FLTG RATE NT ETF	$9.9M	5.3%Prev: 5.1%	194,069 SH	Increased+19,399 SH
ISHARES TR	GLB INFRASTR ETF	$2.0M	1.1%Prev: 1.4%	32,124 SH	Decreased-9,132 SH
ISHARES TR	INTRM GOV CR ETF	$237K	0.1%	2,210 SH	New
ISHARES TR	MSCI EAFE ETF	$11.1M	6.0%Prev: 5.9%	115,612 SH	Increased+5,852 SH
ISHARES TR	MSCI EMG MKT ETF	$4.7M	2.6%Prev: 2.5%	86,580 SH	Increased+3,357 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	1.4%Prev: 1.3%	23,547 SH	Increased+1,481 SH
ISHARES TR	RUS 1000 ETF	$42.9M	23.1%Prev: 23.4%	114,894 SH	Increased+3,241 SH
ISHARES TR	RUS 1000 VAL ETF	$915K	0.5%Prev: 0.5%	4,351 SH	Increased+21 SH
ISHARES TR	US INFRASTRUC	$2.8M	1.5%Prev: 1.2%	53,674 SH	Increased+14,557 SH
JOHNSON &JOHNSON	COM	$330K	0.2%Prev: 0.2%	1,594 SH	Increased+58 SH
JPMORGAN CHASE &CO.	COM	$448K	0.2%Prev: 0.2%	1,390 SH	Increased+64 SH
LINDE PLC	SHS	$244K	0.1%Prev: 0.2%	573 SH	Decreased-44 SH
MANULIFE FINL CORP	COM	$1.2M	0.6%Prev: 0.6%	31,975 SH	Increased+272 SH
MCDONALDS CORP	COM	$603K	0.3%Prev: 0.3%	1,974 SH	Increased+27 SH
META PLATFORMS INC	CL A	$2.3M	1.2%Prev: 1.5%	3,490 SH	Decreased+39 SH
MICROSOFT CORP	COM	$2.7M	1.5%Prev: 1.7%	5,674 SH	Decreased+39 SH
MVB FINL CORP	COM	$860K	0.5%Prev: 0.5%	33,281 SH	Increased+165 SH
NEXTERA ENERGY INC	COM	$284K	0.2%Prev: 0.1%	3,539 SH	Increased+633 SH
NORFOLK SOUTHN CORP	COM	$310K	0.2%Prev: 0.2%	1,074 SH	Decreased+8 SH
NVIDIA CORPORATION	COM	$3.3M	1.8%Prev: 1.7%	17,939 SH	Increased+2,456 SH
PALANTIR TECHNOLOGIES INC	CL A	$491K	0.3%Prev: 0.3%	2,763 SH	Decreased-30 SH
PEPSICO INC	COM	$578K	0.3%Prev: 0.3%	4,025 SH	Increased-27 SH
PHILIP MORRIS INTL INC	COM	$225K	0.1%Prev: 0.1%	1,405 SH	Decreased-64 SH
PNC FINL SVCS GROUP INC	COM	$209K	0.1%Prev: 0.1%	1,003 SH	Increased+1 SH
QUALCOMM INC	COM	$2.9M	1.6%Prev: 1.6%	17,162 SH	Increased+28 SH
ROCKWELL AUTOMATION INC	COM	$857K	0.5%Prev: 0.4%	2,202 SH	Increased+9 SH
SPDR GOLD TR	GOLD SHS	$348K	0.2%Prev: 0.2%	877 SH	Increased-9 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$292K	0.2%Prev: 0.2%	6,497 SH	Decreased+76 SH
SPDR S&P 500 ETF TR	TR UNIT	$623K	0.3%Prev: 0.4%	914 SH	Increased-20 SH
SPDR SERIES TRUST	STATE STREET SPD	$343K	0.2%	2,465 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$901K	0.5%Prev: 0.5%	2,964 SH	Increased+9 SH
TESLA INC	COM	$476K	0.3%Prev: 0.3%	1,059 SH	Increased+60 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$22.2M	12.0%Prev: 11.6%	285,268 SH	Increased+26,820 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$381K	0.2%Prev: 0.2%	4,840 SH	Increased+1,375 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.4M	1.8%Prev: 1.9%	6,939 SH	Increased+32 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$774K	0.4%Prev: 0.4%	1,235 SH	Increased+51 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	0.6%Prev: 0.6%	4,923 SH	Increased+24 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.7M	5.8%Prev: 5.8%	41,430 SH	Increased+1,925 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$752K	0.4%Prev: 0.4%	2,488 SH	Increased+3 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$205K	0.1%	611 SH	New
VANGUARD INDEX FDS	VALUE ETF	$12.7M	6.8%Prev: 6.8%	66,474 SH	Increased+3,078 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$18.8M	10.2%Prev: 10.2%	133,618 SH	Increased+4,877 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$232K	0.1%Prev: 0.1%	2,909 SH	Increased+226 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$213K	0.1%Prev: 0.1%	2,144 SH	Increased+9 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$855K	0.5%Prev: 0.5%	2,848 SH	Increased+9 SH
VANGUARD STAR FDS	VG TL INTL STK F	$330K	0.2%Prev: 0.2%	4,370 SH	Increased+78 SH
VANGUARD WORLD FD	ENERGY ETF	$543K	0.3%Prev: 0.4%	4,316 SH	Decreased-1,034 SH
VISA INC	COM CL A	$252K	0.1%Prev: 0.1%	720 SH	Increased+34 SH
WALMART INC	COM	$455K	0.2%Prev: 0.2%	4,087 SH	Increased+249 SH

Sold (vs prior filing)

AT&T INC — $220K
KIMBERLY-CLARK CORP — $201K
MASTERCARD INCORPORATED — $206K
NETFLIX INC — $233K
ORACLE CORP — $262K
SPDR SERIES TRUST — $353K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001989834-26-000001	$185.5M	View
Nov 4, 2025	Q3 2025	13F-HR	0001989834-25-000007	$174.4M	View
Jul 29, 2026	Q2 2026