HOGE FINANCIAL SERVICES, LLC - Portfolio Stock Holdings
HOGE FINANCIAL SERVICES, LLC disclosed 88 stock positions in a recent SEC 13F filing. $211,753,749 of stock holdings were filed, with the largest holdings including IWB, BIV, and VT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $621,882,966 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$211,753,749Top Stock Holdings By Sector
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Portfolio Stock Holdings - HOGE FINANCIAL SERVICES, LLC
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% of Portfolio
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