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CIK: 0001989834
Total reported value
$208.9M
$208.9M
72 檔
52.3%
The Q1 2026 SEC filing reveals that Hoge Financial Services, LLC held a total portfolio value of $208.9M, covering 72 public equity positions.
In Q1 2026, Hoge Financial Services, LLC displayed an active expansion posture, initiating 6 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 21.49% | +0.37% | -2.00% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.71% | -1.29% | +24.83% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 9.41% | +0.07% | -4.92% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.05% | -0.08% | +0.92% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.79% | -0.52% | +9.38% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.70% | +0.14% | -1.90% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.67% | -0.24% | -5.65% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.47% | +0.15% | -6.02% | |
| 9 | IFRA | Ishares US Infrastructure | ETF-Other | 2.02% | -0.03% | +22.74% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.12% | +3.50% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.64% | +0.08% | +0.97% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.51% | -0.17% | +13.19% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.17% | +25.52% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.35% | -0.06% | -2.59% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.17% | +0.43% | -1.08% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.03% | -1.63% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.03% | +4.93% | |
| 18 | IGF | Ishares Global Infrastructur | ETF-Other | 0.64% | -0.09% | -44.32% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.09% | +6.26% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | +2.82% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | +0.14% | +0.10% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.04% | +0.11% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.16% | -0.96% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | +28.18% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | +0.01% | +0.39% | |
| 26 | MFC | Manulife Financial CORP | Stock-Financials | 0.49% | +0.03% | -16.35% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.05% | +7.52% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.48% | +0.02% | +9.90% | |
| 29 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.42% | +0.11% | +0.45% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.40% | +0.03% | -1.41% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.02% | -0.90% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.04% | -1.44% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | -0.66% | |
| 34 | VDE | Vanguard Energy ETF | ETF-Other | 0.31% | -0.07% | -21.22% | |
| 35 | MVBF | Mvb Financial CORP | Stock-Other | 0.31% | +0.02% | -29.02% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.09% | -5.42% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.07% | -9.29% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | — | +2.14% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.04% | -6.58% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.06% | +19.38% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | +4.24% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | +6.42% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.22% | EXIT | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.01% | +0.22% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | -0.03% | +5.83% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.01% | +2.20% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | -0.01% | +57.37% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.19% | -0.01% | +0.61% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | — | +7.16% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | -0.01% | +0.17% |
According to official SEC Form 13F filings, Hoge Financial Services, LLC reported a total U.S. public equity portfolio value of $208.9M across 72 disclosed positions in Q1 2026.
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 52.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEFA
市值: $291.4K
Top Position Liquidated / Trimmed
SLV
前期市值: $282.1K
During Q1 2026, Hoge Financial Services, LLC's top holdings by market value included IWB (21.5%)、BIV (14.7%)、VT (9.4%). The largest single position, IWB, represented 21.5% of total portfolio value.
In Q1 2026, Hoge Financial Services, LLC made 76 total portfolio adjustments, initiating 6 new buys, adding to 39 positions, trimming 27 holdings, and fully liquidating 4 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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