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Disclosery

13F-HR filed by HOGE FINANCIAL SERVICES, LLC

HOGE FINANCIAL SERVICES, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-20, with 72 holding rows worth $186,827,248.

Accession
0001989834-26-000002
Filer
CIK 1989834
Filed
2026-04-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 72 entries on the cover page, a total value of $186,827,248 stated on the cover page (in dollars after the unit check, H1), rows summing to $186,827,248 with VALUE read as dollars as filed, 13F file number 028-23662. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES RUSSELL 1000 ETF464287622ETF112,594$40,146,537dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS356,107$27,484,368dollars as filed
Vanguard Total World Stock ETF922042742SHS127,050$17,577,488dollars as filed
Vanguard Value ETF922908744SHS67,085$13,162,113dollars as filed
iShares Floating Rate Bond ETF46429B655SHS212,275$10,815,430dollars as filed
Vanguard Small-Cap ETF922908751SHS40,644$10,645,576dollars as filed
ISHARES TR464287465MSCI EAFE ETF109,083$10,595,208dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF81,369$4,620,968dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS65,877$3,768,166dollars as filed
NVIDIA Corp67066G104COM18,567$3,239,030dollars as filed
Vanguard Growth922908736COM7,006$3,060,016dollars as filed
ISHARES TR464288414NATIONAL MUN ETF26,653$2,829,227dollars as filed
Microsoft Corp594918104COM7,122$2,644,067dollars as filed
ISHARES TR46435G326CORE MSCI INTL30,111$2,516,415dollars as filed
Qualcomm Incorporated747525103COM16,977$2,187,294dollars as filed
META PLATFORMS INC CL A30303M102COM3,433$1,959,305dollars as filed
Apple Inc037833100COM7,539$1,903,260dollars as filed
ISHARES TR464288372COM17,886$1,198,362dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,973$1,143,952dollars as filed
Vanguard Small-Cap Value ETF922908611SHS5,062$1,099,699dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,967$1,002,576dollars as filed
Amazon.com, Inc023135106COM4,758$992,407dollars as filed
EXXON MOBIL CORP30231G102COM5,790$982,285dollars as filed
Vanguard S&P 500 ETF922908363COM1,583$946,119dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,368$933,265dollars as filed
MANULIFE FINL CORP56501R106COM26,747$921,152dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS9,162$909,479dollars as filed
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX3,130$900,246dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,212$793,848dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS2,453$741,452dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS9,232$643,906dollars as filed
Broadcom Inc.11135F101COM1,912$592,904dollars as filed
SPY78462F103SHS908$590,643dollars as filed
Vanguard Energy ETF92204A306SHS3,400$588,268dollars as filed
MVB FINANCIAL CORP553810102COMMON STOCK23,622$586,541dollars as filed
McDonalds Corporation580135101COM1,867$580,100dollars as filed
PepsiCo,Inc.713448108COM3,651$567,031dollars as filed
Eli Lilly and Company532457108COM526$477,697dollars as filed
Walmart Inc.931142103COM3,818$474,520dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,047$450,514dollars as filed
Berkshire Hathaway Inc084670702COM885$430,322dollars as filed
Tesla Motors, Inc88160R101COM1,127$418,962dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,811$412,363dollars as filed
JPMorgan Chase & Co46625H100COM1,393$407,899dollars as filed
Vanguard Short-Term Bond ETF921937827SHS5,122$401,637dollars as filed
Johnson & Johnson478160104COM1,629$398,153dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM4,578$362,926dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,480$361,882dollars as filed
VANGUARD STAR FDS921909768COM4,683$361,105dollars as filed
Coca-Cola Company191216100COM4,635$352,458dollars as filed
FIRST COMWLTH FINL CORP PA319829107COM18,812$330,706dollars as filed
Linde plcG54950103COM648$321,415dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,072$307,723dollars as filed
INVESCO QQQ TR46090E103COM530$305,817dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock1,537$304,771dollars as filed
ISHARES TR464288612INTRM GOV CR ETF2,837$302,646dollars as filed
Altria Group Inc02209S103COM4,522$298,399dollars as filed
NextEra Energy,Inc.65339F101COM3,169$293,200dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,219$291,408dollars as filed
AT&T Inc00206R102COM8,324$242,316dollars as filed
American Express Company025816109COM781$242,261dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock855$238,851dollars as filed
VTI922908769COM733$235,057dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF4,945$226,339dollars as filed
Vanguard Total Bond Market ETF921937835SHS3,039$223,767dollars as filed
AbbVie,Inc.00287Y109COM1,012$222,393dollars as filed
Chevron Corporation166764100COM1,054$218,061dollars as filed
Merck & Co.,Inc.58933Y105COM1,800$216,470dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,023$212,588dollars as filed
Amgen Inc.031162100COM589$207,517dollars as filed
FIDELITY COVINGTON TRUST316092865MSCI UTILS INDEX3,453$203,977dollars as filed
Caterpillar Inc.149123101COM286$202,425dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001989834-26-000002this filing2026-04-20acceptance time not in the bulk data set