HOGE FINANCIAL SERVICES, LLC

Q4 2025 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$185,540
Net value change ($000)
+11,095 (6.4%)
New positions
4
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 2,099 5.1%
BIV 2,035 10.1%
VT 1,107 6.2%
FLOT 947 10.6%
VTV 873 7.4%
EFA 854 8.3%
IFRA 758 36.7%
VB 642 6.4%
NVDA 457 15.8%
GOOGL 338 40.6%
Top Reduces (Value $000, Stocks/ETFs)
IGF -551 -21.8%
ORCL -262 -100.0%
NFLX -233 -100.0%
META -231 -9.1%
T -220 -100.0%
MA -206 -100.0%
KMB -201 -100.0%
MSFT -175 -6.0%
VDE -130 -19.3%
LIN -49 -16.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type