Hoge Financial Services
Hoge Financial Services reported 83 stocks worth $209M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IWB (21.9%), BIV (13.4%) and VT (9.5%). Compared with Q1 2026, the fund opened new positions in MU, AMD and INTC, added to BIV, EFA and FLOT, trimmed IWB, VT and VTV and sold out of PLTR, T and CVX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWB Ishares TR | $45.7M | 21.9% | 111K | −1,108 (−1%) | 8 of 8 | |
| 2 |  BIV Vanguard Intermediate | $28M | 13.4% | 366K | +9,432 (+3%) | 8 of 8 | |
| 3 |  VT Vanguard Total World | $19.8M | 9.5% | 126K | −931 (−1%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $14.6M | 7.0% | 67K | −283 (−0%) | 8 of 8 | |
| 5 |  VB Vanguard Index Fds | $12.2M | 5.8% | 40K | −372 (−1%) | 8 of 8 | |
| 6 |  EFA Ishares TR | $11.4M | 5.4% | 109K | +178 (+0%) | 8 of 8 | |
| 7 |  FLOT Ishares TR | $11M | 5.3% | 216K | +3,420 (+2%) | 8 of 8 | |
| 8 |  EEM Ishares Msci Emerging | $5.5M | 2.6% | 80K | −1,468 (−2%) | 8 of 8 | |
| 9 |  IFRA Ishares U.s. Infrastructure ETF | $4.2M | 2.0% | 66K | No change | 6 of 8 | |
| 10 |  NVDA Nvidia Corporation | $3.9M | 1.9% | 19K | +748 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hoge Financial Services 13F FAQ
What does Hoge Financial Services own?
Hoge Financial Services reported 83 stocks worth $209M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IWB (21.9%), BIV (13.4%) and VT (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Hoge Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 43 added to, 23 trimmed and 4 sold out. New positions include MU, AMD and INTC. It sold all of PLTR, T and CVX.
When will Hoge Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hoge Financial Services's portfolio worth?
The Q2 2026 filing reports $209M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.