Hoge Financial Services

CANONSBURG, PAfiles as HOGE FINANCIAL SERVICES, LLC

$209m in 83 US stocks at the end of 30 June 2026. The top 10 are 74.7% of the money. It changed about 4.0% of the portfolio this quarter.

Value

$209m

Stocks

Top 10 share

74.7%

Turnover

4.0%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
IntelINTC
0.2% of the fund
AlphabetGOOG
0.2% of the fund
Applied MaterialsAMAT
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
VisaV
0.1% of the fund
IsharesEMXC
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
Philip Morris InternationalPM
0.1% of the fund
Cisco SystemsCSCO
0.1% of the fund
Kimberly-ClarkKMB
0.1% of the fund
Marriott InternationalMAR
<0.1% of the fund
Novartis AGNVS
<0.1% of the fund
Vanguard Scottsdale FDSVTWO
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBIV
13.4% of the fund
+3%
NvidiaNVDA
1.9% of the fund
+4%
QualcommQCOM
1.6% of the fund
+6%
Meta PlatformsMETA
1.0% of the fund
+10%
AlphabetGOOGL
0.7% of the fund
+4%
Amazon.comAMZN
0.6% of the fund
+4%
BroadcomAVGO
0.4% of the fund
+3%
JPMorgan ChaseJPM
0.2% of the fund
+4%
Johnson & JohnsonJNJ
0.2% of the fund
+3%
CaterpillarCAT
0.2% of the fund
+5%
American ExpressAXP
0.1% of the fund
+5%
AbbVieABBV
0.1% of the fund
+3%
MerckMRK
0.1% of the fund
+4%
AmgenAMGN
0.1% of the fund
+2%

Cut

Sold some of their stake.

Ishares TRMUB
1.3% of the fund
-3%
Ishares TRIGF
0.6% of the fund
-3%
Eli LillyLLY
0.3% of the fund
-16%
Vanguard World FDVDE
0.2% of the fund
-3%
PepsiCoPEP
0.2% of the fund
-3%
McDonald'sMCD
0.2% of the fund
-8%
TeslaTSLA
0.2% of the fund
-3%
Spdr Series TrustSDY
0.2% of the fund
-2%
Ishares TRIEFA
0.1% of the fund
-2%
Spdr Index SHS FDSRWO
0.1% of the fund
-4%

Sold out

Sold their entire stake.

Palantir TechnologiesPLTR
-100%
AT&TT
-100%
ChevronCVX
-100%
Fidelity Covington TrustFUTY
-100%

Holdings

Ishares TRIWB
Share
21.9%
Value
$46m
Shares
111,486
Held
Vanguard BD Index FDSBIV
Share
13.4%
Value
$28m
Shares
365,539
+3%
Vanguard Intl Equity Index FVT
Share
9.5%
Value
$20m
Shares
126,119
Held
Vanguard Index FDSVTV
Share
7.0%
Value
$15m
Shares
66,802
Held
Vanguard Index FDSVB
Share
5.8%
Value
$12m
Shares
40,272
Held
Ishares TREFA
Share
5.4%
Value
$11m
Shares
109,261
Held
Ishares TRFLOT
Share
5.3%
Value
$11m
Shares
215,695
Held
Ishares TREEM
Share
2.6%
Value
$5m
Shares
79,901
Held
Ishares TRIFRA
Share
2.0%
Value
$4m
Shares
65,856
Held
NvidiaNVDA
Share
1.9%
Value
$4m
Shares
19,315
+4%
Vanguard Index FDSVUG
Share
1.7%
Value
$4m
Shares
41,694
Held
QualcommQCOM
Share
1.6%
Value
$3m
Shares
18,047
+6%
Ishares TRMUB
Share
1.3%
Value
$3m
Shares
25,925
-3%
Ishares TRIDEV
Share
1.3%
Value
$3m
Shares
30,199
Held
MicrosoftMSFT
Share
1.3%
Value
$3m
Shares
7,024
Held
AppleAAPL
Share
1.1%
Value
$2m
Shares
7,616
Held
Meta PlatformsMETA
Share
1.0%
Value
$2m
Shares
3,791
+10%
AlphabetGOOGL
Share
0.7%
Value
$1m
Shares
4,116
+4%
Taiwan Semiconductor ManufacturingTSM
Share
0.7%
Value
$1m
Shares
2,973
Held
Vanguard Index FDSVBR
Share
0.6%
Value
$1m
Shares
5,048
Held
Amazon.comAMZN
Share
0.6%
Value
$1m
Shares
4,962
+4%
Ishares TRIGF
Share
0.6%
Value
$1m
Shares
17,378
-3%
Rockwell AutomationROK
Share
0.5%
Value
$1m
Shares
2,215
Held
Manulife FinancialMFC
Share
0.5%
Value
$1m
Shares
26,939
Held
Vanguard Index FDSVOO
Share
0.5%
Value
$1m
Shares
1,588
Held
Ishares TRIWD
Share
0.5%
Value
$1m
Shares
4,381
Held
Vanguard Scottsdale FDSVTHR
Share
0.5%
Value
$1m
Shares
3,126
Held
Ishares TRAGG
Share
0.4%
Value
$916,015
Shares
9,255
Held
Vanguard Index FDSVBK
Share
0.4%
Value
$888,865
Shares
2,431
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$777,032
Shares
5,683
Held
IsharesIEMG
Share
0.4%
Value
$761,038
Shares
9,187
Held
BroadcomAVGO
Share
0.4%
Value
$742,228
Shares
1,965
+3%
MVB FinancialMVBF
Share
0.3%
Value
$689,405
Shares
23,764
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$670,976
Shares
899
Held
Eli LillyLLY
Share
0.3%
Value
$532,645
Shares
444
-16%
Micron TechnologyMU
Share
0.2%
Value
$507,888
Shares
440
New
Vanguard World FDVDE
Share
0.2%
Value
$495,088
Shares
3,298
-3%
PepsiCoPEP
Share
0.2%
Value
$481,670
Shares
3,557
-3%
JPMorgan ChaseJPM
Share
0.2%
Value
$475,476
Shares
1,453
+4%
McDonald'sMCD
Share
0.2%
Value
$464,296
Shares
1,718
-8%
TeslaTSLA
Share
0.2%
Value
$459,295
Shares
1,092
-3%
Berkshire HathawayBRK-B
Share
0.2%
Value
$446,348
Shares
892
Held
WalmartWMT
Share
0.2%
Value
$435,135
Shares
3,842
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$427,445
Shares
1,683
+3%
Vanguard Star FDSVXUS
Share
0.2%
Value
$402,124
Shares
4,704
Held
Vanguard BD Index FDSBSV
Share
0.2%
Value
$401,913
Shares
5,159
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$392,114
Shares
675
New
Invesco QQQ TRQQQ
Share
0.2%
Value
$390,179
Shares
530
Held
Spdr Gold TRGLD
Share
0.2%
Value
$386,431
Shares
1,049
Held
First Commonwealth FinancialFCF
Share
0.2%
Value
$385,313
Shares
18,953
Held
Coca-ColaKO
Share
0.2%
Value
$383,474
Shares
4,719
Held
Spdr Series TrustSDY
Share
0.2%
Value
$369,530
Shares
2,428
-2%
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$365,895
Shares
4,630
Held
IntelINTC
Share
0.2%
Value
$363,178
Shares
2,601
New
Dick's Sporting GoodsDKS
Share
0.2%
Value
$351,902
Shares
1,552
Held
AlphabetGOOG
Share
0.2%
Value
$344,248
Shares
974
New
LindeLIN
Share
0.2%
Value
$342,296
Shares
660
Held
Norfolk SouthernNSC
Share
0.2%
Value
$339,193
Shares
1,078
Held
Altria GroupMO
Share
0.2%
Value
$330,828
Shares
4,598
Held
CaterpillarCAT
Share
0.2%
Value
$320,472
Shares
301
+5%
Ishares TRGVI
Share
0.1%
Value
$304,649
Shares
2,871
Held
Ishares TRIEFA
Share
0.1%
Value
$304,628
Shares
3,154
-2%
American ExpressAXP
Share
0.1%
Value
$276,762
Shares
818
+5%
NextEra EnergyNEE
Share
0.1%
Value
$273,549
Shares
3,117
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$271,902
Shares
735
Held
Applied MaterialsAMAT
Share
0.1%
Value
$267,988
Shares
371
New
AbbVieABBV
Share
0.1%
Value
$261,139
Shares
1,038
+3%
PNC Financial Services GroupPNC
Share
0.1%
Value
$253,802
Shares
1,031
Held
UnitedHealth GroupUNH
Share
0.1%
Value
$249,937
Shares
601
New
VisaV
Share
0.1%
Value
$243,104
Shares
709
New
MerckMRK
Share
0.1%
Value
$239,610
Shares
1,865
+4%
IsharesEMXC
Share
0.1%
Value
$236,444
Shares
2,311
New
Spdr Index SHS FDSRWO
Share
0.1%
Value
$235,792
Shares
4,743
-4%
Lam ResearchLRCX
Share
0.1%
Value
$232,290
Shares
536
New
Vanguard BD Index FDSBND
Share
0.1%
Value
$225,325
Shares
3,069
Held
Philip Morris InternationalPM
Share
0.1%
Value
$218,034
Shares
1,205
New
AmgenAMGN
Share
0.1%
Value
$217,537
Shares
601
+2%
Constellation EnergyCEG
Share
0.1%
Value
$212,484
Shares
856
Held
Cisco SystemsCSCO
Share
0.1%
Value
$211,891
Shares
1,804
New
Kimberly-ClarkKMB
Share
0.1%
Value
$210,384
Shares
1,917
New
Marriott InternationalMAR
Share
<0.1%
Value
$206,511
Shares
557
New
Novartis AGNVS
Share
<0.1%
Value
$202,391
Shares
1,291
New
Vanguard Scottsdale FDSVTWO
Share
<0.1%
Value
$202,320
Shares
1,666
New

Company	Share of fund	Value	Shares	Change
Ishares TRIWB	21.9%	$46m	111,486	Held
Vanguard BD Index FDSBIV	13.4%	$28m	365,539	+3%
Vanguard Intl Equity Index FVT	9.5%	$20m	126,119	Held
Vanguard Index FDSVTV	7.0%	$15m	66,802	Held
Vanguard Index FDSVB	5.8%	$12m	40,272	Held
Ishares TREFA	5.4%	$11m	109,261	Held
Ishares TRFLOT	5.3%	$11m	215,695	Held
Ishares TREEM	2.6%	$5m	79,901	Held
Ishares TRIFRA	2.0%	$4m	65,856	Held
NvidiaNVDA	1.9%	$4m	19,315	+4%
Vanguard Index FDSVUG	1.7%	$4m	41,694	Held
QualcommQCOM	1.6%	$3m	18,047	+6%
Ishares TRMUB	1.3%	$3m	25,925	-3%
Ishares TRIDEV	1.3%	$3m	30,199	Held
MicrosoftMSFT	1.3%	$3m	7,024	Held
AppleAAPL	1.1%	$2m	7,616	Held
Meta PlatformsMETA	1.0%	$2m	3,791	+10%
AlphabetGOOGL	0.7%	$1m	4,116	+4%
Taiwan Semiconductor ManufacturingTSM	0.7%	$1m	2,973	Held
Vanguard Index FDSVBR	0.6%	$1m	5,048	Held
Amazon.comAMZN	0.6%	$1m	4,962	+4%
Ishares TRIGF	0.6%	$1m	17,378	-3%
Rockwell AutomationROK	0.5%	$1m	2,215	Held
Manulife FinancialMFC	0.5%	$1m	26,939	Held
Vanguard Index FDSVOO	0.5%	$1m	1,588	Held
Ishares TRIWD	0.5%	$1m	4,381	Held
Vanguard Scottsdale FDSVTHR	0.5%	$1m	3,126	Held
Ishares TRAGG	0.4%	$916,015	9,255	Held
Vanguard Index FDSVBK	0.4%	$888,865	2,431	Held
ExxonMobil HoldingsXOM	0.4%	$777,032	5,683	Held
IsharesIEMG	0.4%	$761,038	9,187	Held
BroadcomAVGO	0.4%	$742,228	1,965	+3%
MVB FinancialMVBF	0.3%	$689,405	23,764	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$670,976	899	Held
Eli LillyLLY	0.3%	$532,645	444	-16%
Micron TechnologyMU	0.2%	$507,888	440	New
Vanguard World FDVDE	0.2%	$495,088	3,298	-3%
PepsiCoPEP	0.2%	$481,670	3,557	-3%
JPMorgan ChaseJPM	0.2%	$475,476	1,453	+4%
McDonald'sMCD	0.2%	$464,296	1,718	-8%
TeslaTSLA	0.2%	$459,295	1,092	-3%
Berkshire HathawayBRK-B	0.2%	$446,348	892	Held
WalmartWMT	0.2%	$435,135	3,842	Held
Johnson & JohnsonJNJ	0.2%	$427,445	1,683	+3%
Vanguard Star FDSVXUS	0.2%	$402,124	4,704	Held
Vanguard BD Index FDSBSV	0.2%	$401,913	5,159	Held
Advanced Micro DevicesAMD	0.2%	$392,114	675	New
Invesco QQQ TRQQQ	0.2%	$390,179	530	Held
Spdr Gold TRGLD	0.2%	$386,431	1,049	Held
First Commonwealth FinancialFCF	0.2%	$385,313	18,953	Held
Coca-ColaKO	0.2%	$383,474	4,719	Held
Spdr Series TrustSDY	0.2%	$369,530	2,428	-2%
Vanguard Scottsdale FDSVCSH	0.2%	$365,895	4,630	Held
IntelINTC	0.2%	$363,178	2,601	New
Dick's Sporting GoodsDKS	0.2%	$351,902	1,552	Held
AlphabetGOOG	0.2%	$344,248	974	New
LindeLIN	0.2%	$342,296	660	Held
Norfolk SouthernNSC	0.2%	$339,193	1,078	Held
Altria GroupMO	0.2%	$330,828	4,598	Held
CaterpillarCAT	0.2%	$320,472	301	+5%
Ishares TRGVI	0.1%	$304,649	2,871	Held
Ishares TRIEFA	0.1%	$304,628	3,154	-2%
American ExpressAXP	0.1%	$276,762	818	+5%
NextEra EnergyNEE	0.1%	$273,549	3,117	Held
Vanguard Index FDSVTI	0.1%	$271,902	735	Held
Applied MaterialsAMAT	0.1%	$267,988	371	New
AbbVieABBV	0.1%	$261,139	1,038	+3%
PNC Financial Services GroupPNC	0.1%	$253,802	1,031	Held
UnitedHealth GroupUNH	0.1%	$249,937	601	New
VisaV	0.1%	$243,104	709	New
MerckMRK	0.1%	$239,610	1,865	+4%
IsharesEMXC	0.1%	$236,444	2,311	New
Spdr Index SHS FDSRWO	0.1%	$235,792	4,743	-4%
Lam ResearchLRCX	0.1%	$232,290	536	New
Vanguard BD Index FDSBND	0.1%	$225,325	3,069	Held
Philip Morris InternationalPM	0.1%	$218,034	1,205	New
AmgenAMGN	0.1%	$217,537	601	+2%
Constellation EnergyCEG	0.1%	$212,484	856	Held
Cisco SystemsCSCO	0.1%	$211,891	1,804	New
Kimberly-ClarkKMB	0.1%	$210,384	1,917	New
Marriott InternationalMAR	<0.1%	$206,511	557	New
Novartis AGNVS	<0.1%	$202,391	1,291	New
Vanguard Scottsdale FDSVTWO	<0.1%	$202,320	1,666	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 29.9% since 30 June 2025.

Where the money is

Technology7.7%

Media & telecom1.9%

Financial services1.8%

Retail & consumer1.3%

Health care1.0%

Everyday goods1.0%

Industrials0.8%

Energy0.4%

Utilities0.2%

Materials0.2%

Other83.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.