ETF Holders

HOGE Financial Services, LLC ETF holdings

Canonsburg, PA

Reported $174.7M in 35 ETFs in its Form 13F for June 30, 2026.

ETF value
$174.7M
ETFs held
35
Change from prior quarter
+9.5%
With price moves
ETFs as a share of its 13F
83.6%
of $208.9M

Top 10 of 35 ETF holdings

TickerFundValueSharesChange
IWBiShares Russell 1000 ETF$45.7M111,486−1,108 shares
BIVVanguard Intermediate-Term Bond ETF$28.0M365,539+9,432 shares
VTVanguard Total World Stock ETF$19.8M126,119−931 shares
VTVVanguard Morningstar Value ETF$14.6M66,802−283 shares
VBVanguard Morningstar Small-Cap ETF$12.2M40,272−372 shares
EFAiShares MSCI EAFE ETF$11.4M109,261+178 shares
FLOTiShares Floating Rate Bond ETF$11.0M215,695+3,420 shares
EEMiShares MSCI Emerging Markets ETF$5.5M79,901−1,468 shares
IFRAiShares U.S. Infrastructure ETF$4.2M65,856−21 shares
VUGVanguard Morningstar Growth ETF$3.6M41,694+34,688 shares
25 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001989834. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does HOGE Financial Services, LLC own?

HOGE Financial Services, LLC reported 35 ETF positions worth $174.7M in its Form 13F for June 30, 2026. The largest was IWB, at $45.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.