HOGE FINANCIAL SERVICES, LLC

Q1 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$186,827
Net value change ($000)
+1,287 (0.7%)
New positions
6
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIV 5,267 23.7%
FLOT 945 9.6%
IFRA 944 33.4%
VTV 466 3.7%
MUB 307 12.2%
IEFA 291 NEW
XOM 279 39.7%
T 242 NEW
BND 224 NEW
CVX 218 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWB -2,759 -6.4%
VT -1,271 -6.7%
IGF -773 -39.2%
QCOM -749 -25.5%
EFA -507 -4.6%
META -345 -15.0%
VUG -325 -9.6%
SLV -282 -100.0%
MVBF -273 -31.7%
V -252 -100.0%
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