HOGE FINANCIAL SERVICES, LLC
All 13F Filings
- Location
- Canonsburg, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,890
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 83 | 208,890 | 13F-HR | HOGE FINANCIAL SERVICES, LLC |
| Q1 2026 | 4/20/2026 | 72 | 186,827 | 13F-HR | HOGE FINANCIAL SERVICES, LLC |
| Q4 2025 | 1/29/2026 | 70 | 185,540 | 13F-HR | HOGE FINANCIAL SERVICES, LLC |
| Q3 2025 | 11/4/2025 | 71 | 174,445 | 13F-HR | HOGE FINANCIAL SERVICES, LLC |
| Q2 2025 | 7/31/2025 | 63 | 160,812 | 13F-HR | HOGE FINANCIAL SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.19 K | 16.4% | 6.658 K | 0 | 6.658 K |
| ETFs | 163.3 K | 78.2% | 15.21 K | 0 | 15.21 K |
| Debt | 11.41 K | 5.5% | 196 | 0 | 196 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
208,890
Holdings
83
QoQ value change ($000)
22,063
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.