account_balance

Investment manager · 13F filer · SEC CIK 1989834

Hoge Financial Services, LLC

Reported value$212Mas of Sep 30, 2026

Positions80 5 new, 8 sold out

Top 10 weight74.6%IWB alone is 22%

FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IWBiShares Tr

22.1%

BIVVanguard Bd Index FDS

13.2%Added +5%

VTVanguard Intl Equity Index F

9.6%Added +2%

VTVVanguard Index FDS

6.9%

VBVanguard Index FDS

5.5%

EFAiShares Tr

5.4%

FLOTiShares Tr

5.4%Added +4%

EEMiShares Tr

2.6%

NVDANVIDIA Corp

2.2%

IFRAiShares Tr

1.8%+3%

VUGVanguard Index FDS

1.8%

QCOM

IWBiShares Tr

22.1%

BIVVanguard Bd Index FDS

13.2%+5%

VTVanguard Intl Equity Index F

9.6%+2%

VTVVanguard Index FDS

6.9%

VBVanguard Index FDS

5.5%

EFAiShares Tr

5.4%

FLOT5.4%

EEM2.6%

NVDA

VUG

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IWB iShares Tr 22.1% Held

BIV Vanguard Bd Index FDS 13.2% Added +5%

VT Vanguard Intl Equity Index F 9.6% Added +2%

VTV Vanguard Index FDS 6.9% Held

VB Vanguard Index FDS 5.5% Held

EFA iShares Tr 5.4% Held

FLOT iShares Tr 5.4% Added +4%

EEM iShares Tr 2.6% Held

NVDA NVIDIA Corp 2.2% Added +4%

IFRA iShares Tr 1.8% Added +3%

VUG Vanguard Index FDS 1.8% Held

QCOM Qualcomm Inc 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 29, 2026 filing

add_circleNew

PLTR $362K
MPC $211K
T $208K
CVX $208K

arrow_upwardAdded

MU +98%
QQQ +63%
TSLA +14%
MFC +8%

arrow_downwardTrimmed

MSFT −16%
VTHR −5%
VDE −5%
IEMG −4%

remove_circleSold out

AMAT $268K
LRCX $232K
AMGN $218K
CSCO $212K

Hoge Financial Services, LLC

Where the money is

Biggest moves since Jun 30, 2026

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