HOGE FINANCIAL SERVICES, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$185.5B
Holdings
70
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWBISHARES TR | 114,894 | $42.9B | 23.12% | |
| 2 | BIVVANGUARD BD INDEX FDS | 285,268 | $22.2B | 11.97% | |
| 3 | VTVANGUARD INTL EQUITY INDEX F | 133,618 | $18.8B | 10.16% | |
| 4 | VTVVANGUARD INDEX FDS | 66,474 | $12.7B | 6.84% | |
| 5 | EFAISHARES TR | 115,612 | $11.1B | 5.98% | |
| 6 | VBVANGUARD INDEX FDS | 41,430 | $10.7B | 5.76% | |
| 7 | FLOTISHARES TR | 194,069 | $9.9B | 5.32% | |
| 8 | EEMISHARES TR | 86,580 | $4.7B | 2.55% | |
| 9 | VUGVANGUARD INDEX FDS | 6,939 | $3.4B | 1.82% | |
| 10 | NVDANVIDIA CORPORATION | 17,939 | $3.3B | 1.80% | |
| 11 | QCOMQUALCOMM INC | 17,162 | $2.9B | 1.58% | |
| 12 | IFRAISHARES TR | 53,674 | $2.8B | 1.52% | |
| 13 | MSFTMICROSOFT CORP | 5,674 | $2.7B | 1.48% | |
| 14 | IDEVISHARES TR | 30,912 | $2.5B | 1.37% | |
| 15 | MUBISHARES TR | 23,547 | $2.5B | 1.36% | |
| 16 | METAMETA PLATFORMS INC | 3,490 | $2.3B | 1.24% | |
| 17 | IGFISHARES TR | 32,124 | $2.0B | 1.06% | |
| 18 | AAPLAPPLE INC | 7,185 | $2.0B | 1.05% | |
| 19 | GOOGLALPHABET INC | 3,739 | $1.2B | 0.63% | |
| 20 | MFCMANULIFE FINL CORP | 31,975 | $1.2B | 0.63% | |
| 21 | AMZNAMAZON COM INC | 4,753 | $1.1B | 0.59% | |
| 22 | VBRVANGUARD INDEX FDS | 4,923 | $1.0B | 0.56% | |
| 23 | IWDISHARES TR | 4,351 | $915.0M | 0.49% | |
| 24 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,964 | $900.0M | 0.49% | |
| 25 | MVBFMVB FINL CORP | 33,281 | $859.0M | 0.46% | |
| 26 | ROKROCKWELL AUTOMATION INC | 2,202 | $856.0M | 0.46% | |
| 27 | VTHRVANGUARD SCOTTSDALE FDS | 2,848 | $855.0M | 0.46% | |
| 28 | AGGISHARES TR | 8,521 | $851.0M | 0.46% | |
| 29 | VOOVANGUARD INDEX FDS | 1,235 | $774.0M | 0.42% | |
| 30 | VBKVANGUARD INDEX FDS | 2,488 | $751.0M | 0.40% | |
| 31 | XOMEXXON MOBIL CORP | 5,846 | $703.0M | 0.38% | |
| 32 | AVGOBROADCOM INC | 1,940 | $671.0M | 0.36% | |
| 33 | IEMGISHARES INC | 9,316 | $626.0M | 0.34% | |
| 34 | SPYSPDR S&P 500 ETF TR | 914 | $622.0M | 0.34% | |
| 35 | MCDMCDONALDS CORP | 1,974 | $603.0M | 0.32% | |
| 36 | PEPPEPSICO INC | 4,025 | $577.0M | 0.31% | |
| 37 | LLYELI LILLY &CO | 515 | $553.0M | 0.30% | |
| 38 | VDEVANGUARD WORLD FD | 4,316 | $543.0M | 0.29% | |
| 39 | PLTRPALANTIR TECHNOLOGIES INC | 2,763 | $491.0M | 0.26% | |
| 40 | TSLATESLA INC | 1,059 | $476.0M | 0.26% | |
| 41 | WMTWALMART INC | 4,087 | $455.0M | 0.25% | |
| 42 | JPMJPMORGAN CHASE &CO. | 1,390 | $447.0M | 0.24% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 849 | $426.0M | 0.23% | |
| 44 | BSVVANGUARD BD INDEX FDS | 4,840 | $381.0M | 0.21% | |
| 45 | GQ9SPDR GOLD TR | 877 | $347.0M | 0.19% | |
| 46 | SDYSPDR SERIES TRUST | 2,465 | $343.0M | 0.18% | |
| 47 | JNJJOHNSON &JOHNSON | 1,594 | $329.0M | 0.18% | |
| 48 | VXUSVANGUARD STAR FDS | 4,370 | $329.0M | 0.18% | |
| 49 | NDQINVESCO QQQ TR | 529 | $325.0M | 0.18% | |
| 50 | KOCOCA COLA CO | 4,627 | $323.0M | 0.17% | |
| 51 | FCFFIRST COMWLTH FINL CORP PA | 18,673 | $314.0M | 0.17% | |
| 52 | NSCNORFOLK SOUTHN CORP | 1,074 | $310.0M | 0.17% | |
| 53 | DKSDICKS SPORTING GOODS INC | 1,539 | $304.0M | 0.16% | |
| 54 | CEGCONSTELLATION ENERGY CORP | 852 | $301.0M | 0.16% | |
| 55 | AXPAMERICAN EXPRESS CO | 810 | $299.0M | 0.16% | |
| 56 | RWOSPDR INDEX SHS FDS | 6,497 | $292.0M | 0.16% | |
| 57 | NEENEXTERA ENERGY INC | 3,539 | $284.0M | 0.15% | |
| 58 | SLVISHARES SILVER TR | 4,379 | $282.0M | 0.15% | |
| 59 | MOALTRIA GROUP INC | 4,436 | $255.0M | 0.14% | |
| 60 | VVISA INC | 720 | $252.0M | 0.14% | |
| 61 | AMGNAMGEN INC | 755 | $247.0M | 0.13% | |
| 62 | LINLINDE PLC | 573 | $244.0M | 0.13% | |
| 63 | GVIISHARES TR | 2,210 | $237.0M | 0.13% | |
| 64 | VCSHVANGUARD SCOTTSDALE FDS | 2,909 | $231.0M | 0.12% | |
| 65 | 4I1PHILIP MORRIS INTL INC | 1,405 | $225.0M | 0.12% | |
| 66 | ABBVABBVIE INC | 948 | $216.0M | 0.12% | |
| 67 | VTWOVANGUARD SCOTTSDALE FDS | 2,144 | $213.0M | 0.11% | |
| 68 | PNCPNC FINL SVCS GROUP INC | 1,003 | $209.0M | 0.11% | |
| 69 | VTIVANGUARD INDEX FDS | 611 | $204.0M | 0.11% | |
| 70 | FUTYFIDELITY COVINGTON TRUST | 3,636 | $200.0M | 0.11% |