HOGE FINANCIAL SERVICES, LLC

Q2 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$208,890
Net value change ($000)
+22,063 (11.8%)
New positions
15
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,506 13.7%
VT 2,217 12.6%
VB 1,561 14.7%
VTV 1,396 10.6%
QCOM 1,148 52.5%
EEM 845 18.3%
EFA 755 7.1%
NVDA 626 19.3%
BIV 553 2.0%
VUG 531 17.4%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -412 -100.0%
T -242 -100.0%
CVX -218 -100.0%
XOM -205 -20.9%
FUTY -204 -100.0%
MCD -116 -20.0%
VDE -93 -15.8%
PEP -85 -15.0%
GLD -65 -14.4%
IGF -41 -3.4%
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