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 $208.9M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWB ($45.7M, 21.86%), BIV ($28.0M, 13.42%), VT ($19.8M, 9.48%), VTV ($14.6M, 6.97%), VB ($12.2M, 5.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $45.7M | 21.86% | 111,486 | Trimmed |
| 2 | BIV | VANGUARD BD INDEX FDS | $28.0M | 13.42% | 365,539 | Added |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $19.8M | 9.48% | 126,119 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $14.6M | 6.97% | 66,802 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $12.2M | 5.84% | 40,272 | Trimmed |
| 6 | EFA | ISHARES TR | $11.4M | 5.43% | 109,261 | Added |
| 7 | FLOT | ISHARES TR | $11.0M | 5.27% | 215,695 | Added |
| 8 | EEM | ISHARES TR | $5.5M | 2.62% | 79,901 | Trimmed |
| 9 | IFRA | ISHARES TR | $4.2M | 1.99% | 65,856 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $3.9M | 1.85% | 19,315 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $3.6M | 1.72% | 41,694 | Added |
| 12 | QCOM | QUALCOMM INC | $3.3M | 1.60% | 18,047 | Added |
| 13 | MUB | ISHARES TR | $2.8M | 1.34% | 25,925 | Trimmed |
| 14 | IDEV | ISHARES TR | $2.7M | 1.29% | 30,199 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.6M | 1.25% | 7,024 | Trimmed |
| 16 | AAPL | APPLE INC | $2.2M | 1.05% | 7,616 | Added |
| 17 | META | META PLATFORMS INC | $2.1M | 1.02% | 3,791 | Added |
| 18 | GOOGL | ALPHABET INC | $1.5M | 0.70% | 4,116 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 0.68% | 2,973 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $1.2M | 0.59% | 5,048 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $1.2M | 0.57% | 4,962 | Added |
| 22 | IGF | ISHARES TR | $1.2M | 0.55% | 17,378 | Trimmed |
| 23 | ROK | ROCKWELL AUTOMATION INC | $1.1M | 0.53% | 2,215 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $1.1M | 0.52% | 1,588 | Added |
| 25 | MFC | MANULIFE FINL CORP | $1.1M | 0.52% | 26,939 | Added |
Source: SEC Form 13F filings · as of 2026-06-30