§ 13F · FUND PROFILE
HOGE FINANCIAL SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160.8T (13F)Positions · 63Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$971.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 115K | $42.9T | 23.1% | +3% |
| 2 | BIV | VANGUARD BD INDEX FDS | 285K | $22.2T | 12.0% | +10% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 134K | $18.8T | 10.2% | +4% |
| 4 | VTV | VANGUARD INDEX FDS | 66K | $12.7T | 6.8% | +5% |
| 5 | EFA | ISHARES TR | 116K | $11.1T | 6.0% | +5% |
| 6 | VB | VANGUARD INDEX FDS | 41K | $10.7T | 5.8% | +5% |
| 7 | FLOT | ISHARES TR | 194K | $9.9T | 5.3% | +11% |
| 8 | EEM | ISHARES TR | 87K | $4.7T | 2.6% | +4% |
| 9 | VUG | VANGUARD INDEX FDS | 7K | $3.4T | 1.8% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 18K | $3.3T | 1.8% | +16% |
§ 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 $160812.3 trillion in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed