§ 13F · FUND PROFILE
HOGE FINANCIAL SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174M (13F)Positions · 71Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 113K | $40M | 21.5% | −2% |
| 2 | BIV | VANGUARD BD INDEX FDS | 356K | $27M | 14.7% | +25% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 127K | $18M | 9.4% | −5% |
| 4 | VTV | VANGUARD INDEX FDS | 67K | $13M | 7.0% | +1% |
| 5 | FLOT | ISHARES TR | 212K | $11M | 5.8% | +9% |
| 6 | VB | VANGUARD INDEX FDS | 41K | $11M | 5.7% | −2% |
| 7 | EFA | ISHARES TR | 109K | $11M | 5.7% | −6% |
| 8 | EEM | ISHARES TR | 81K | $5M | 2.5% | −6% |
| 9 | IFRA | ISHARES TR | 66K | $4M | 2.0% | +23% |
| 10 | NVDA | NVIDIA CORPORATION | 19K | $3M | 1.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOGE SIGNAL
AC read
HOGE FINANCIAL SERVICES, LLC is a Other fund managing $174 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed