Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HOGE FINANCIAL SERVICES, LLC (CIK 1989834) reported $186.8M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($40.1M, 21.49%), BIV ($27.5M, 14.71%), VT ($17.6M, 9.41%), VTV ($13.2M, 7.05%), FLOT ($10.8M, 5.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $40.1M | 21.49% | 112,594 | Trimmed |
| 2 | BIV | VANGUARD BD INDEX FDS | $27.5M | 14.71% | 356,107 | Added |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $17.6M | 9.41% | 127,050 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $13.2M | 7.05% | 67,085 | Added |
| 5 | FLOT | ISHARES TR | $10.8M | 5.79% | 212,275 | Added |
| 6 | VB | VANGUARD INDEX FDS | $10.6M | 5.70% | 40,644 | Trimmed |
| 7 | EFA | ISHARES TR | $10.6M | 5.67% | 109,083 | Trimmed |
| 8 | EEM | ISHARES TR | $4.6M | 2.47% | 81,369 | Trimmed |
| 9 | IFRA | ISHARES TR | $3.8M | 2.02% | 65,877 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.2M | 1.73% | 18,567 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $3.1M | 1.64% | 7,006 | Added |
| 12 | MUB | ISHARES TR | $2.8M | 1.51% | 26,653 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.6M | 1.42% | 7,122 | Added |
| 14 | IDEV | ISHARES TR | $2.5M | 1.35% | 30,111 | Trimmed |
| 15 | QCOM | QUALCOMM INC | $2.2M | 1.17% | 16,977 | Trimmed |
| 16 | META | META PLATFORMS INC | $2.0M | 1.05% | 3,433 | Trimmed |
| 17 | AAPL | APPLE INC | $1.9M | 1.02% | 7,539 | Added |
| 18 | IGF | ISHARES TR | $1.2M | 0.64% | 17,886 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.1M | 0.61% | 3,973 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $1.1M | 0.59% | 5,062 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.0M | 0.54% | 2,967 | Added |
| 22 | XOM | EXXON MOBIL CORP | $982,285 | 0.53% | 5,790 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $992,407 | 0.53% | 4,758 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $946,119 | 0.51% | 1,583 | Added |
| 25 | IWD | ISHARES TR | $933,265 | 0.50% | 4,368 | Added |
Source: SEC Form 13F filings · as of 2026-03-31