Investor
HOGE FINANCIAL SERVICES, LLC
CIK 0001989834 · filed 2026-04-20 · SEC filing
13F book
$186.8M
Positions
72
6 new · 4 sold
Largest name
21.5%
Ishares Tr
Est. mark
−$3.6M
Price effect on 66 names still held. Flow $4.89M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 112.6K | $40.1M | 21.5% | −$1.9M | Cut−$2.76M |
| Vanguard Bd Index Fds | — | 356.1K | $27.5M | 14.7% | −$199.7K | Added$5.27M |
| Vanguard Intl Equity Index F | — | 127K | $17.6M | 9.4% | −$344.2K | Cut−$1.27M |
| Vanguard Index Fds | — | 67.1K | $13.2M | 7.0% | $346.4K | Added$466.3K |
| Ishares Tr | — | 212.3K | $10.8M | 5.8% | $17.5K | Added$945.1K |
| Vanguard Index Fds | — | 40.6K | $10.6M | 5.7% | $161.5K | Cut−$41.2K |
| Ishares Tr | — | 109.1K | $10.6M | 5.7% | $119.9K | Cut−$507.1K |
| Ishares Tr | — | 81.4K | $4.62M | 2.5% | $169.2K | Cut−$115.8K |
| Ishares Tr | — | 65.9K | $3.77M | 2.0% | $245.8K | Added$943.8K |
| Nvidia Corp | NVDA | 18.6K | $3.24M | 1.7% | −$216.2K | Added−$106.7K |
| Vanguard Growth Etf | — | 7.01K | $3.06M | 1.6% | −$354.5K | Added−$325.2K |
| Ishares Tr | — | 26.7K | $2.83M | 1.5% | −$22.6K | Added$307.1K |
| Microsoft Corp | MSFT | 7.12K | $2.64M | 1.4% | −$637.6K | Added−$100K |
| Ishares Tr | — | 30.1K | $2.52M | 1.3% | $32.8K | Cut−$33.2K |
| Qualcomm Inc | — | 17K | $2.19M | 1.2% | −$716.6K | Cut−$748.3K |
| Meta Platforms, Inc. | META | 3.43K | $1.96M | 1.0% | −$307.1K | Cut−$344.7K |
| Apple Inc. | AAPL | 7.54K | $1.9M | 1.0% | −$139.4K | Added−$50.1K |
| Ishares Tr | — | 17.9K | $1.2M | 0.6% | $100.9K | Cut−$772.8K |
| Alphabet Inc | — | 3.97K | $1.14M | 0.6% | −$93.8K | Added−$26.4K |
| Vanguard Index Fds | — | 5.06K | $1.1M | 0.6% | $26.9K | Added$57.1K |
| Taiwan Semiconductor Mfg Ltd | — | 2.97K | $1M | 0.5% | $100.9K | Added$101.9K |
| Amazon Com Inc | AMZN | 4.76K | $992.4K | 0.5% | −$105.7K | Added−$104.7K |
| Exxon Mobil Corp | — | 5.79K | $982.3K | 0.5% | $285.6K | Cut$278.8K |
| Vanguard Index Fds | — | 1.58K | $946.1K | 0.5% | −$36.2K | Added$171.8K |
| Ishares Tr | — | 4.37K | $933.3K | 0.5% | $14.4K | Added$18.1K |
| Manulife Finl Corp | — | 26.7K | $921.2K | 0.5% | −$49.2K | Cut−$238.9K |
| Ishares Tr | — | 9.16K | $909.5K | 0.5% | −$5.27K | Added$58.4K |
| Vanguard Scottsdale Fds | — | 3.13K | $900.2K | 0.5% | −$36.3K | Added$44.8K |
| Rockwell Automation, Inc | ROK | 2.21K | $793.8K | 0.4% | −$66.3K | Added−$62.7K |
| Vanguard Index Fds | — | 2.45K | $741.5K | 0.4% | $311 | Cut−$10.3K |
| Ishares Inc | — | 9.23K | $643.9K | 0.3% | $23.4K | Cut$17.7K |
| Broadcom Inc. | AVGO | 1.91K | $592.9K | 0.3% | −$68.7K | Cut−$78.4K |
| Spdr S&P 500 Etf Tr | — | 908 | $590.6K | 0.3% | −$28.2K | Cut−$32.3K |
| Vanguard World Fd | — | 3.4K | $588.3K | 0.3% | $160.2K | Cut$44.8K |
| Mvb Finl Corp | — | 23.6K | $586.5K | 0.3% | −$23.6K | Cut−$273.1K |
| Mcdonalds Corp | MCD | 1.87K | $580.1K | 0.3% | $9.43K | Cut−$23.3K |
| Pepsico Inc | PEP | 3.65K | $567K | 0.3% | $43K | Cut−$10.7K |
| Eli Lilly & Co | LLY | 526 | $477.7K | 0.3% | −$85.8K | Added−$75.8K |
| Walmart Inc. | WMT | 3.82K | $474.5K | 0.3% | $49.2K | Cut$19.2K |
| Spdr Gold Tr | — | 1.05K | $450.5K | 0.2% | $29.8K | Added$103K |
| Berkshire Hathaway Inc Del | — | 885 | $430.3K | 0.2% | −$13.9K | Added$3.57K |
| Tesla, Inc. | TSLA | 1.13K | $419K | 0.2% | −$82.6K | Added−$57.3K |
| Palantir Technologies Inc. | PLTR | 2.81K | $412.4K | 0.2% | −$85.8K | Added−$78.8K |
| Jpmorgan Chase & Co. | — | 1.39K | $407.9K | 0.2% | −$40.7K | Added−$39.9K |
| Vanguard Bd Index Fds | — | 5.12K | $401.6K | 0.2% | −$1.95K | Added$20.2K |
| Johnson & Johnson | JNJ | 1.63K | $398.2K | 0.2% | $59.8K | Added$68.3K |
| Vanguard Scottsdale Fds | — | 4.58K | $362.9K | 0.2% | −$1.28K | Added$131K |
| Spdr Series Trust | — | 2.48K | $361.9K | 0.2% | $16.7K | Added$18.9K |
| Vanguard Star Fds | — | 4.68K | $361.1K | 0.2% | $7.29K | Added$31.4K |
| Coca Cola Co | KO | 4.63K | $352.5K | 0.2% | $28.4K | Added$29K |
| First Comwlth Finl Corp Pa | — | 18.8K | $330.7K | 0.2% | $13.4K | Added$15.9K |
| Linde Plc | LIN | 648 | $321.4K | 0.2% | $39.9K | Added$77.1K |
| Norfolk Southn Corp | — | 1.07K | $307.7K | 0.2% | −$1.84K | Cut−$2.42K |
| Invesco Qqq Tr | — | 530 | $305.8K | 0.2% | −$19.8K | Added−$19.3K |
| Dicks Sporting Goods Inc | — | 1.54K | $304.8K | 0.2% | $492 | Cut$96 |
| Ishares Tr | — | 2.84K | $302.6K | 0.2% | −$1.46K | Added$65.4K |
| Altria Group, Inc. | MO | 4.52K | $298.4K | 0.2% | $36.9K | Added$42.6K |
| Nextera Energy Inc | — | 3.17K | $293.2K | 0.2% | $38.8K | Cut$9.09K |
| Ishares Tr | — | 3.22K | $291.4K | 0.2% | — | New |
| At&T Inc | — | 8.32K | $242.3K | 0.1% | — | New |
| American Express Co | AXP | 781 | $242.3K | 0.1% | −$46.6K | Cut−$57.4K |
| Constellation Energy Corp | CEG | 855 | $238.9K | 0.1% | −$63.1K | Added−$62.3K |
| Vanguard Index Fds | — | 733 | $235.1K | 0.1% | −$9.04K | Added$30.1K |
| Spdr Index Shs Fds | — | 4.95K | $226.3K | 0.1% | $3.72K | Cut−$66.2K |
| Vanguard Bd Index Fds | — | 3.04K | $223.8K | 0.1% | — | New |
| AbbVie Inc. | ABBV | 1.01K | $222.4K | 0.1% | −$8.18K | Added$5.89K |
| Chevron Corp New | CVX | 1.05K | $218.1K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 1.8K | $216.5K | 0.1% | — | New |
| Pnc Finl Svcs Group Inc | — | 1.02K | $212.6K | 0.1% | −$830 | Added$3.33K |
| Amgen Inc | AMGN | 589 | $207.5K | 0.1% | $14.8K | Cut−$39.5K |
| Fidelity Covington Trust | — | 3.45K | $204K | 0.1% | $13.3K | Cut$3.18K |
| Caterpillar Inc | CAT | 286 | $202.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.