HOGE FINANCIAL SERVICES, LLC
CIK: 0001989834SEC EDGAR →
Portfolio Value
$185.5B
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 114,894 | $42.9B | 23.12% |
| 2 | VANGUARD BD INDEX FDS | 285,268 | $22.2B | 11.97% |
| 3 | VANGUARD INTL EQUITY INDEX F | 133,618 | $18.8B | 10.16% |
| 4 | VANGUARD INDEX FDS | 66,474 | $12.7B | 6.84% |
| 5 | ISHARES TR | 115,612 | $11.1B | 5.98% |
| 6 | VANGUARD INDEX FDS | 41,430 | $10.7B | 5.76% |
| 7 | ISHARES TR | 194,069 | $9.9B | 5.32% |
| 8 | ISHARES TR | 86,580 | $4.7B | 2.55% |
| 9 | VANGUARD INDEX FDS | 6,939 | $3.4B | 1.82% |
| 10 | NVIDIA CORPORATION | 17,939 | $3.3B | 1.80% |
Quarterly Changes
New Positions (70)
$42.9B · 115K shares
$22.2B · 285K shares
$18.8B · 134K shares
$12.7B · 66K shares
$11.1B · 116K shares
$10.7B · 41K shares
$9.9B · 194K shares
$4.7B · 87K shares
$3.4B · 7K shares
$3.3B · 18K shares
$2.9B · 17K shares
$2.8B · 54K shares
$2.7B · 6K shares
$2.5B · 31K shares
$2.5B · 24K shares
$2.3B · 3K shares
$2.0B · 32K shares
$2.0B · 7K shares
$1.2B · 4K shares
$1.2B · 32K shares
$1.1B · 5K shares
$1.0B · 5K shares
$915.0M · 4K shares
$900.0M · 3K shares
$859.0M · 33K shares
$856.0M · 2K shares
$855.0M · 3K shares
$851.0M · 9K shares
$774.0M · 1K shares
$751.0M · 2K shares
$703.0M · 6K shares
$671.0M · 2K shares
$626.0M · 9K shares
$622.0M · 914 shares
$603.0M · 2K shares
$577.0M · 4K shares
$553.0M · 515 shares
$543.0M · 4K shares
$491.0M · 3K shares
$476.0M · 1K shares
$455.0M · 4K shares
$447.0M · 1K shares
$426.0M · 849 shares
$381.0M · 5K shares
$347.0M · 877 shares
$343.0M · 2K shares
$329.0M · 2K shares
$329.0M · 4K shares
$325.0M · 529 shares
$323.0M · 5K shares
$314.0M · 19K shares
$310.0M · 1K shares
$304.0M · 2K shares
$301.0M · 852 shares
$299.0M · 810 shares
$292.0M · 6K shares
$284.0M · 4K shares
$282.0M · 4K shares
$255.0M · 4K shares
$252.0M · 720 shares
$247.0M · 755 shares
$244.0M · 573 shares
$237.0M · 2K shares
$231.0M · 3K shares
$225.0M · 1K shares
$216.0M · 948 shares
$213.0M · 2K shares
$209.0M · 1K shares
$204.0M · 611 shares
$200.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $159.3B | 85.8% |
| Technology | 8 | $13.3B | 7.2% |
| Communication Services | 2 | $3.5B | 1.9% |
| Consumer Cyclical | 4 | $2.5B | 1.3% |
| Consumer Defensive | 4 | $1.6B | 0.9% |
| Healthcare | 4 | $1.3B | 0.7% |
| Unknown | 4 | $1.3B | 0.7% |
| Industrials | 2 | $1.2B | 0.6% |
| Energy | 1 | $703.0M | 0.4% |
| Utilities | 2 | $585.0M | 0.3% |
| Basic Materials | 1 | $244.0M | 0.1% |