Hoge Financial Services, LLC Portfolio Holdings

Hoge Financial Services, LLC

  • $161 Billion
  • Q2 2025

Hoge Financial Services, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $38.4B, Vanguard Bd Index Fd Inc Inter with a value of $19.5B, Vanguard Total World Stk Index with a value of $16.6B, Vanguard Value ETF with a value of $11.1B, and Ishares Tr Msci Eafe ETF with a value of $10.1B.

Examining the 13F form we can see an increase of $17.8B in the current position value, from $143B to 161B.

Hoge Financial Services, LLC is based out at Canonsburg, PA

Below you can find more details about Hoge Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $138 Billion
Technology: $9.79 Billion
Financial Services: $3.38 Billion
Communication Services: $2.86 Billion
Consumer Cyclical: $2.11 Billion
Consumer Defensive: $1.92 Billion
Industrials: $997 Million
Healthcare: $772 Million
Other: $873 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.4 Billion 23.85% of portfolio
112,795
Q2 2025 Added 4.86%
$0
$19.5 Billion 12.11% of portfolio
250,661
Q2 2025 Added 7.86%
$0
$16.6 Billion 10.31% of portfolio
128,844
Q2 2025 Added 1.44%
$0
$11.1 Billion 6.92% of portfolio
62,889
Q2 2025 Added 9.74%
$0
$10.1 Billion 6.28% of portfolio
112,772
Q2 2025 Added 2.34%
$0
$9.33 Billion 5.8% of portfolio
39,296
Q2 2025 Added 6.67%
$0
$8.57 Billion 5.33% of portfolio
167,485
Q2 2025 Added 4.88%
$0
$4.14 Billion 2.57% of portfolio
85,700
Q2 2025 Added 5.8%
$0
$3.05 Billion 1.9% of portfolio
6,952
Q2 2025 Reduced 0.63%
$173B
$2.72 Billion 1.69% of portfolio
17,096
Q2 2025 Added 0.42%
$0
$2.68 Billion 1.67% of portfolio
45,298
Q2 2025 Reduced 19.4%
$3.95T
$2.67 Billion 1.66% of portfolio
5,371
Q2 2025 Reduced 8.25%
$0
$2.53 Billion 1.57% of portfolio
24,209
Q2 2025 Reduced 0.64%
$0
$2.4 Billion 1.49% of portfolio
31,573
Q2 2025 Added 1.01%
$456B
$2.33 Billion 1.45% of portfolio
14,738
Q2 2025 Reduced 39.5%
$1.78T
$1.82 Billion 1.13% of portfolio
2,470
Q2 2025 Added 3.87%
$3.69T
$1.27 Billion 0.79% of portfolio
6,161
Q2 2025 Added 7.26%
$56.9B
$1 Billion 0.62% of portfolio
31,435
Q2 2025 Added 0.88%
$2.26T
$981 Million 0.61% of portfolio
4,470
Q2 2025 Added 8.68%
$0
$953 Million 0.59% of portfolio
4,888
Q2 2025 Added 2.45%
$0
$837 Million 0.52% of portfolio
4,311
Q2 2025 Reduced 4.05%
$0
$826 Million 0.51% of portfolio
8,328
Q2 2025 New
$297M
$799 Million 0.5% of portfolio
35,455
Q2 2025 Added 0.69%
$39.2B
$725 Million 0.45% of portfolio
2,183
Q2 2025 Reduced 0.86%
$0
$691 Million 0.43% of portfolio
2,494
Q2 2025 Reduced 0.8%
$0
$671 Million 0.42% of portfolio
1,181
Q2 2025 Reduced 2.32%
$0
$644 Million 0.4% of portfolio
5,410
Q2 2025 Reduced 19.91%
$442B
$605 Million 0.38% of portfolio
5,602
Q2 2025 Added 2.04%
$0
$592 Million 0.37% of portfolio
958
Q2 2025 Reduced 7.8%
$0
$570 Million 0.35% of portfolio
9,503
Q2 2025 Added 0.22%
$222B
$540 Million 0.34% of portfolio
1,865
Q2 2025 Added 0.7%
$1.21T
$530 Million 0.33% of portfolio
2,999
Q2 2025 Added 28.0%
$202B
$498 Million 0.31% of portfolio
3,749
Q2 2025 Added 3.19%
$127B
$433 Million 0.27% of portfolio
1,569
Q2 2025 Added 23.25%
$367B
$368 Million 0.23% of portfolio
2,699
Q2 2025 New
$621B
$362 Million 0.23% of portfolio
753
Q2 2025 Reduced 58.94%
$608B
$353 Million 0.22% of portfolio
454
Q2 2025 Added 3.65%
$859B
$352 Million 0.22% of portfolio
1,215
Q2 2025 Added 22.6%
$0
$350 Million 0.22% of portfolio
2,581
Q2 2025 Reduced 2.82%
$281B
$343 Million 0.21% of portfolio
3,506
Q2 2025 Added 11.09%
$306B
$316 Million 0.2% of portfolio
4,459
Q2 2025 Added 5.26%
$551B
$322 Million 0.2% of portfolio
910
Q2 2025 Added 11.93%
$12.3B
$300 Million 0.19% of portfolio
1,517
Q2 2025 Reduced 0.26%
$0
$301 Million 0.19% of portfolio
6,830
Q2 2025 Reduced 26.21%
$1.57B
$298 Million 0.19% of portfolio
18,365
Q2 2025 Added 0.86%
$0
$295 Million 0.18% of portfolio
4,271
Q2 2025 Added 9.79%
$1.08T
$285 Million 0.18% of portfolio
899
Q2 2025 New
$0
$291 Million 0.18% of portfolio
527
Q2 2025 Reduced 41.05%
$64.4B
$272 Million 0.17% of portfolio
1,063
Q2 2025 Added 2.51%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $161 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Hoge Financial Services, LLC Portfolio

Follow Hoge Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoge Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoge Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email