Data as of Q4 2025 (Dec 31, 2025)

HOGE FINANCIAL SERVICES, LLC

•CIK: 1989834•Filing: Q4 2025

HOGE FINANCIAL SERVICES, LLC manages $186M across a diversified portfolio of 70 positions. The fund exhibits a notable allocation to broad market and sector ETFs, led by IWB, which commands a $42.9M stake. Further significant exposure includes BIV at $22.2M and VT at $18.8M, suggesting a core focus on broad market indexing and global equity exposure. The top ten holdings reveal strategic tilts across international, value, and technology sectors.

Total AUM
$185.5M
QoQ Performance
+6.4%
Positions
51
Top 10 Concentration
75.3%
Latest Filing
Q4 2025

Top Holdings Allocation

IWB
BIV
VT
VTV
EFA
VB
FLOT
IWB23.1%
BIV12.0%
VT10.2%
VTV6.8%
EFA6.0%
VB5.8%
FLOT5.3%
EEM2.6%

📈 Biggest Buys

BIV
VANGUARD BD INDEX FDS
+10.4%
12.0% of portfolio
IWB
ISHARES TR
+2.9%
23.1% of portfolio
FLOT
ISHARES TR
+11.1%
5.3% of portfolio
IFRA
ISHARES TR
+37.2%
1.5% of portfolio
VT
VANGUARD INTL EQUITY INDEX F
+3.8%
10.2% of portfolio

📉 Biggest Sells

IGF
ISHARES TR
-22.1%
1.1% of portfolio
VDE
VANGUARD WORLD FD
-19.3%
0.3% of portfolio
IDEV
ISHARES TR
-0.9%
1.4% of portfolio
LIN
LINDE PLC
-7.1%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-2.1%
0.3% of portfolio

Sector Breakdown

Other86.9%
Technology8.2%
Consumer1.4%
Financial0.8%
ETF0.8%
Healthcare0.7%
Consumer Staples0.6%
Energy0.4%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$261.8K
NFLX
NETFLIX INC
SOLD
$232.6K
T
AT&T INC
SOLD
$219.5K
MA
MASTERCARD INCORPORATED
SOLD
$205.8K
KMB
KIMBERLY-CLARK CORP
SOLD
$200.8K

Changes from Q3 2025

NEW4 new positions
↑53 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IWB23.1%
ISHARES TR
$42.9M
BIV12.0%
VANGUARD BD INDEX FDS
$22.2M
VT10.2%
VANGUARD INTL EQUITY INDEX F
$18.8M
VTV6.8%
VANGUARD INDEX FDS
$12.7M
EFA6.0%
ISHARES TR
$11.1M

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