DOSSIER · 13F-HR · Q2 2026

HOGE FINANCIAL SERVICES, LLC

$209M in tracked AUM across 83 positions as of Q2 2026.

HF
CIK 0001989834 · last filed Jun 30, 2026
Total AUM
$209M
as of Q2 2026
Holdings
83
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

HOGE FINANCIAL SERVICES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES TR
$46M111K21.9%
02
BIV
VANGUARD BD INDEX FDS
$28M366K13.4%
03
VT
VANGUARD INTL EQUITY INDEX F
$20M126K9.5%
04
VTV
VANGUARD INDEX FDS
$15M67K7.0%
05
VB
VANGUARD INDEX FDS
$12M40K5.8%
06
EFA
ISHARES TR
$11M109K5.4%
07
FLOT
ISHARES TR
$11M216K5.3%
08
EEM
ISHARES TR
$5M80K2.6%
09
IFRA
ISHARES TR
$4M66K2.0%
10
NVDA
NVIDIA CORPORATION
$4M19K1.9%

Filing history

2026Q2Jun 30
$209M 11.8%
83 positionsView →
2026Q1Mar 31
$187M 0.7%
72 positionsView →
2025Q4Dec 31
$186M 6.4%
70 positionsView →
2025Q3Sep 30
$174M 8.5%
71 positionsView →
2025Q2Jun 30
$161M 12.5%
63 positionsLocked
2025Q1Mar 31
$143M 4.7%
57 positionsLocked
2024Q4Dec 31
$137M 2.8%
57 positionsLocked
2024Q3Sep 30
$133M 8.8%
53 positionsLocked
2024Q2Jun 30
$122M 0.3%
50 positionsLocked
2024Q1Mar 31
$122M 22.8%
53 positionsLocked
2023Q4Dec 31
$100M
46 positionsLocked