Institutional Fund
Hoge Financial Services, LLC
Canonsburg, PACIK 19898345 filings on record
Portfolio Value
$186.83M
Q1 2026
Holdings
72
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+0.7%
from $185.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.5%
- Vanguard Bd Index Fds14.7%
- Vanguard Intl Equity Index F9.4%
- Vanguard Index Fds7.0%
- Ishares Tr5.8%
- Vanguard Index Fds5.7%
- Other35.9%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 112.6K | $40.15M | 21.5% | −2.3K | Reduced |
| 2 | Vanguard Bd Index Fds | 356.1K | $27.48M | 14.7% | +70.8K | Added |
| 3 | Vanguard Intl Equity Index F | 127.0K | $17.58M | 9.4% | −6.6K | Reduced |
| 4 | Vanguard Index Fds | 67.1K | $13.16M | 7.0% | +611 | Added |
| 5 | Ishares Tr | 212.3K | $10.82M | 5.8% | +18.2K | Added |
| 6 | Vanguard Index Fds | 40.6K | $10.65M | 5.7% | −786 | Reduced |
| 7 | Ishares Tr | 109.1K | $10.60M | 5.7% | −6.5K | Reduced |
| 8 | Ishares Tr | 81.4K | $4.62M | 2.5% | −5.2K | Reduced |
| 9 | Ishares Tr | 65.9K | $3.77M | 2.0% | +12.2K | Added |
| 10 | Nvidia Corporation | 18.6K | $3.24M | 1.7% | +628 | Added |
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