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CIK: 0001989834
Total reported value
$208.9M
$208.9M
71 檔
48.3%
At the close of Q3 2025, Hoge Financial Services, LLC disclosed equity holdings valued at approximately $208.9M, spread across 71 reported holdings.
In Q3 2025, Hoge Financial Services, LLC displayed an active expansion posture, initiating 16 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 23.39% | +0.37% | -1.01% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.57% | -1.29% | +3.11% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.17% | +0.07% | -0.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.78% | -0.08% | +0.81% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.87% | -0.24% | -2.67% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.76% | +0.14% | +0.53% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.12% | -0.52% | +4.29% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.55% | +0.15% | -2.89% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.90% | +0.08% | -0.65% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.17% | +4.92% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.12% | +5.05% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | +0.43% | +0.22% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | -0.03% | +39.72% | |
| 14 | IGF | Ishares Global Infrastructur | ETF-Other | 1.45% | -0.09% | -8.92% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.43% | -0.06% | -1.16% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.35% | -0.17% | -8.85% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-Other | 1.18% | -0.03% | +12.73% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.03% | +11.17% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | +0.23% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.04% | +2.04% | |
| 21 | MFC | Manulife Financial CORP | Stock-Financials | 0.57% | +0.03% | +0.85% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | +0.01% | +0.44% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.05% | +0.98% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.48% | +0.02% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.09% | +14.14% | |
| 26 | MVBF | Mvb Financial CORP | Stock-Other | 0.48% | +0.02% | -6.60% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.14% | — | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.44% | +0.11% | +0.46% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.42% | +0.03% | -0.36% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | +0.25% | |
| 31 | VDE | Vanguard Energy ETF | ETF-Other | 0.39% | -0.07% | -1.11% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.16% | -1.07% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | — | -2.51% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.02% | -0.73% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.04% | +16.57% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.09% | +4.40% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.07% | +8.08% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.29% | -0.22% | EXIT | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | +11.12% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +11.69% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +9.14% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | +9.47% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.20% | -0.01% | -2.48% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | — | +1.32% | |
| 45 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.19% | +0.01% | +0.86% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.18% | — | +0.28% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.03% | — | |
| 48 | FCF | First Commonwealth Finl CORP | Stock-Other | 0.18% | — | +0.80% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | — | +0.49% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.06% | +3.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IFRA | Ishares US Infrastructure | +0.6% | +12.73% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +39.72% | Add |
| 3 | IWB | Ishares Russell 1000 ETF | +0.3% | -1.01% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.14% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +16.57% | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +4.92% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | +11.17% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.1% | -0.65% | Trim |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | -2.89% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +9.14% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +0.53% | Add |
| 12 | MVBF | Mvb Financial CORP | +0.1% | -6.60% | Trim |
| 13 | ROK | Rockwell Automation Inc | 0% | +0.46% | Trim |
| 14 | WMT | Walmart Inc | 0% | +9.47% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | +2.04% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | — | -0.73% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | +0.25% | Trim |
| 18 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.36% | Trim |
| 19 | VBR | Vanguard Small-cap Value ETF | 0% | +0.23% | Add |
| 20 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -1.16% | Trim |
| 21 | RWO | State Street Spdr Dow Jones | -0.1% | -5.99% | Trim |
| 22 | VT | Vanguard Tot World Stk ETF | -0.1% | -0.08% | Add |
| 23 | VTV | Vanguard Value ETF | -0.1% | +0.81% | Add |
| 24 | NVDA | Nvidia CORP | -0.2% | +5.05% | Trim |
| 25 | QCOM | Qualcomm Inc | -0.2% | +0.22% | Add |
| 26 | VDE | Vanguard Energy ETF | -0.2% | -1.11% | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | -0.4% | -2.67% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +11.69% | Trim |
| 29 | MUB | Ishares National Muni Bond E | -0.5% | -8.85% | Trim |
| 30 | FLOT | Ishares Floating Rate Bond E | -0.6% | +4.29% | Add |
| 31 | IGF | Ishares Global Infrastructur | -0.7% | -8.92% | Trim |
| 32 | BIV | Vanguard Intermediate-term B | -0.9% | +3.11% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 34 | VTHR | Vanguard Russell 3000 | — | NEW | New buy |
| 35 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 36 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 37 | TSLA | Tesla Inc | — | NEW | New buy |
| 38 | CEG | Constellation Energy | — | NEW | New buy |
| 39 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 40 | AXP | American Express Co | — | NEW | New buy |
| 41 | ORCL | Oracle CORP | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 45 | ABBV | Abbvie Inc | — | NEW | New buy |
| 46 | FUTY | Fidelity Msci US Utilities | — | NEW | New buy |
| 47 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 48 | MA | Mastercard Inc - A | — | NEW | New buy |
| 49 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 50 | PNC | Pnc Financial Services Group | — | NEW | New buy |
According to official SEC Form 13F filings, Hoge Financial Services, LLC reported a total U.S. public equity portfolio value of $208.9M across 71 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, BIV, VT) accounted for 48.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
AGG
市值: $843.2K
Top Position Liquidated / Trimmed
AMGN
前期市值: $214.5K
During Q3 2025, Hoge Financial Services, LLC's top holdings by market value included IWB (23.4%)、BIV (11.6%)、VT (10.2%). The largest single position, IWB, represented 23.4% of total portfolio value.
In Q3 2025, Hoge Financial Services, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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