StockDriftsStockDriftsTop 50 Hoge Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 21.86% | 111.5K | $45.7M | -0.98%(-1.11K) | $262.61(+61.33%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 13.42% | 365.5K | $28.0M | +2.65%(+9.43K) | $75.97(-0.58%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 9.48% | 126.1K | $19.8M | -0.73%(-931) | $102.50(+57.48%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.97% | 66.8K | $14.6M | -0.42%(-283) | $155.49(+45.22%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.84% | 40.3K | $12.2M | -0.92%(-372) | $210.01(+45.90%) | 2026-06-30 | |
| EFA | ISHARES TR | 5.43% | 109.3K | $11.4M | +0.16%(+178) | $73.88(+46.92%) | 2026-06-30 | |
| FLOT | ISHARES TR | 5.27% | 215.7K | $11.0M | +1.61%(+3.42K) | $50.84(+0.17%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.62% | 79.9K | $5.5M | -1.80%(-1.47K) | $40.74(+61.32%) | 2026-06-30 | |
| IFRA | ISHARES TR | 1.99% | 65.9K | $4.2M | -0.03%(-21) | $49.66(+23.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.85% | 19.3K | $3.9M | +4.03%(+748) | $121.74(+81.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.09% |
Hoge Financial Services LLC reports $208.89M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are IWB (21.9%), BIV (13.4%) and VT (9.5%). The top 20 holdings account for 85.97% of reported assets. Its disclosed equity book has returned +36.70% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hoge Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989834). View Hoge Financial Services LLC’s 13F filings on SEC