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CIK: 0001989834
Total reported value
$208.9M
$208.9M
70 檔
51.6%
In Q4 2025, Hoge Financial Services, LLC's U.S. equity holdings reached a combined market value of $208.9M, distributed across 70 disclosed stock positions.
In Q4 2025, Hoge Financial Services, LLC displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 23.12% | +0.37% | +2.90% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.97% | -1.29% | +10.38% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.16% | +0.07% | +3.79% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.84% | -0.08% | +4.86% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.98% | -0.24% | +5.33% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.76% | +0.14% | +4.87% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.32% | -0.52% | +11.11% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.55% | +0.15% | +4.03% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.82% | +0.08% | +0.46% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.12% | +15.86% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 1.58% | +0.43% | +0.16% | |
| 12 | IFRA | Ishares US Infrastructure | ETF-Other | 1.52% | -0.03% | +37.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.17% | +0.69% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.37% | -0.06% | -0.95% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.36% | -0.17% | +6.71% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.03% | +1.13% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-Other | 1.06% | -0.09% | -22.14% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.03% | +4.91% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.09% | +9.23% | |
| 20 | MFC | Manulife Financial CORP | Stock-Financials | 0.63% | +0.03% | +0.86% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.04% | +4.21% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | — | +0.49% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | +0.01% | +0.48% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.14% | +0.30% | |
| 25 | MVBF | Mvb Financial CORP | Stock-Other | 0.46% | +0.02% | +0.50% | |
| 26 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.46% | +0.11% | +0.41% | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.46% | +0.02% | +0.32% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.05% | +1.32% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | +4.31% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.41% | +0.03% | +0.12% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.16% | +5.49% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.04% | +6.07% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.02% | -1.25% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | -2.14% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.09% | +1.39% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.07% | -0.67% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | — | +11.96% | |
| 38 | VDE | Vanguard Energy ETF | ETF-Other | 0.29% | -0.07% | -19.33% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.22% | EXIT | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | — | +6.01% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.04% | +6.49% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +4.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | +0.95% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | -0.03% | +39.68% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.06% | -1.02% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.18% | -0.01% | -2.07% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | +3.78% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | — | +1.82% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.03% | +0.38% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.01% | +7.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +0.4% | +10.38% | Add |
| 2 | IFRA | Ishares US Infrastructure | +0.3% | +37.21% | Add |
| 3 | FLOT | Ishares Floating Rate Bond E | +0.2% | +11.11% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.23% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +15.86% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.33% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +11.96% | Add |
| 8 | VTV | Vanguard Value ETF | +0.1% | +4.86% | Add |
| 9 | MFC | Manulife Financial CORP | +0.1% | +0.86% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +4.91% | Add |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.1% | +39.68% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +4.21% | Add |
| 13 | ROK | Rockwell Automation Inc | 0% | +0.41% | Add |
| 14 | XOM | Exxon Mobil CORP | 0% | +5.49% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.30% | Add |
| 16 | NEE | Nextera Energy Inc | 0% | +21.78% | Add |
| 17 | WMT | Walmart Inc | 0% | +6.49% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +3.78% | Add |
| 19 | MUB | Ishares National Muni Bond E | 0% | +6.71% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +6.07% | Add |
| 21 | KO | Coca-cola Co/the | 0% | +7.65% | Add |
| 22 | AXP | American Express Co | 0% | +2.79% | Add |
| 23 | GLD | Spdr Gold Shares | 0% | -1.02% | Trim |
| 24 | TSLA | Tesla Inc | 0% | +6.01% | Add |
| 25 | VB | Vanguard Small-cap ETF | — | +4.87% | Add |
| 26 | EEM | Ishares Msci Emerging Market | — | +4.03% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | — | +4.31% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | 0% | +3.79% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | +0.48% | Add |
| 30 | MVBF | Mvb Financial CORP | 0% | +0.50% | Add |
| 31 | MO | Altria Group Inc | 0% | -1.64% | Trim |
| 32 | DKS | Dick's Sporting Goods Inc | 0% | +0.59% | Add |
| 33 | LIN | Linde plc | 0% | -7.13% | Trim |
| 34 | QCOM | Qualcomm Inc | -0.1% | +0.16% | Add |
| 35 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -0.95% | Trim |
| 36 | VUG | Vanguard Growth ETF | -0.1% | +0.46% | Add |
| 37 | VDE | Vanguard Energy ETF | -0.1% | -19.33% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | +0.69% | Add |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +1.13% | Add |
| 40 | IWB | Ishares Russell 1000 ETF | -0.3% | +2.90% | Add |
| 41 | IGF | Ishares Global Infrastructur | -0.4% | -22.14% | Trim |
| 42 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 43 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 44 | AMGN | Amgen Inc | — | NEW | New buy |
| 45 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 47 | T | At&t Inc | — | EXIT | Sold out |
| 48 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 50 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hoge Financial Services, LLC reported a total U.S. public equity portfolio value of $208.9M across 70 disclosed positions in Q4 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 51.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLV
市值: $282.1K
Top Position Liquidated / Trimmed
ORCL
前期市值: $261.8K
During Q4 2025, Hoge Financial Services, LLC's top holdings by market value included IWB (23.1%)、BIV (12.0%)、VT (10.2%). The largest single position, IWB, represented 23.1% of total portfolio value.
In Q4 2025, Hoge Financial Services, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 6 holdings, and fully liquidating 5 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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