Hoge Financial Services, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $40.8B, Vanguard Bd Index Fd Inc Inter with a value of $20.2B, Vanguard Total World Stk Index with a value of $17.7B, Vanguard Value ETF with a value of $11.8B, and Ishares Tr Msci Eafe ETF with a value of $10.2B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $161B to 174B.

Hoge Financial Services, LLC is based out at Canonsburg, PA

Below you can find more details about Hoge Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $146 Billion
Technology: $12.6 Billion
Financial Services: $3.88 Billion
Communication Services: $3.82 Billion
Consumer Cyclical: $2.38 Billion
Consumer Defensive: $1.99 Billion
Industrials: $1.09 Billion
Healthcare: $848 Million
Other: $1.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $174 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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