HUDOCK, INC.

Filed: 8/8/2025ACC: 0001172661-25-002964

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $622.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

183

Positions

$622.03M

Total AUM (reported)

7.27M

Total Shares

Allocation by class

COM$100.24M16.1%

CORE S&P500 ETF$77.40M12.4%

INT-TERM CORP$39.68M6.4%

CORE S&P MCP ETF$32.24M5.2%

FTSE EMR MKT ETF$30.20M4.9%

CORE S&P SCP ETF$30.00M4.8%

US DIVIDEND EQ$26.88M4.3%

Portfolio Concentration

Top 3$149.31M24.0%

4–10$180.71M29.1%

11–25$158.61M25.5%

Rest$133.40M21.4%

Top 3 weight

24.0%

Top 10 weight

53.1%

Voting Authority Distribution

Total shares with voting rights: 7.27M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.27M

% of voting shares100.0%

Investment Discretion (by position count)

Sole183

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings183

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares124.66K

TypeSH

Market value$77.40M

12.44%

Sole

0.00

Shared

0.00

None

124.66K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares478.50K

TypeSH

Market value$39.68M

6.38%

Sole

0.00

Shared

0.00

None

478.50K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares519.77K

TypeSH

Market value$32.24M

5.18%

Sole

0.00

Shared

0.00

None

519.77K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares610.64K

TypeSH

Market value$30.20M

4.86%

Sole

0.00

Shared

0.00

None

610.64K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares274.54K

TypeSH

Market value$30.00M

4.82%

Sole

0.00

Shared

0.00

None

274.54K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.01M

TypeSH

Market value$26.88M

4.32%

Sole

0.00

Shared

0.00

None

1.01M

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares46.97K

TypeSH

Market value$25.91M

4.17%

Sole

0.00

Shared

0.00

None

46.97K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares103.90K

TypeSH

Market value$23.60M

3.79%

Sole

0.00

Shared

0.00

None

103.90K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares396.16K

TypeSH

Market value$22.59M

3.63%

Sole

0.00

Shared

0.00

None

396.16K

ISHARES TR

SOLE

CORE S&P US GWT

Shares143.13K

TypeSH

Market value$21.53M

3.46%

Sole

0.00

Shared

0.00

None

143.13K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares215.74K

TypeSH

Market value$21.40M

3.44%

Sole

0.00

Shared

0.00

None

215.74K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares380.85K

TypeSH

Market value$19.30M

3.10%

Sole

0.00

Shared

0.00

None

380.85K

PACER FDS TR

SOLE

US CASH COWS 100

Shares276.96K

TypeSH

Market value$15.26M

2.45%

Sole

0.00

Shared

0.00

None

276.96K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares25.09K

TypeSH

Market value$12.19M

1.96%

Sole

0.00

Shared

0.00

None

25.09K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares290.87K

TypeSH

Market value$12.05M

1.94%

Sole

0.00

Shared

0.00

None

290.87K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares102.85K

TypeSH

Market value$11.09M

1.78%

Sole

0.00

Shared

0.00

None

102.85K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares111.64K

TypeSH

Market value$10.69M

1.72%

Sole

0.00

Shared

0.00

None

111.64K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares97.06K

TypeSH

Market value$10.14M

1.63%

Sole

0.00

Shared

0.00

None

97.06K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.96K

TypeSH

Market value$7.93M

1.28%

Sole

0.00

Shared

0.00

None

13.96K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares25.47K

TypeSH

Market value$7.10M

1.14%

Sole

0.00

Shared

0.00

None

25.47K

APPLE INC

SOLE

COM

Shares34.53K

TypeSH

Market value$7.08M

1.14%

Sole

0.00

Shared

0.00

None

34.53K

JPMORGAN CHASE & CO.

SOLE

COM

Shares21.81K

TypeSH

Market value$6.32M

1.02%

Sole

0.00

Shared

0.00

None

21.81K

MICROSOFT CORP

SOLE

COM

Shares12.69K

TypeSH

Market value$6.31M

1.01%

Sole

0.00

Shared

0.00

None

12.69K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares45.21K

TypeSH

Market value$6.10M

0.98%

Sole

0.00

Shared

0.00

None

45.21K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares130.43K

TypeSH

Market value$5.63M

0.90%

Sole

0.00

Shared

0.00

None

130.43K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	124.66K	SH	$77.40M 12.44%	124.66K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	478.50K	SH	$39.68M 6.38%	478.50K
ISHARES TRSOLE	CORE S&P MCP ETF	519.77K	SH	$32.24M 5.18%	519.77K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	610.64K	SH	$30.20M 4.86%	610.64K
ISHARES TRSOLE	CORE S&P SCP ETF	274.54K	SH	$30.00M 4.82%	274.54K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.01M	SH	$26.88M 4.32%	1.01M
INVESCO QQQ TRSOLE	UNIT SER 1	46.97K	SH	$25.91M 4.17%	46.97K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	103.90K	SH	$23.60M 3.79%	103.90K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	396.16K	SH	$22.59M 3.63%	396.16K
ISHARES TRSOLE	CORE S&P US GWT	143.13K	SH	$21.53M 3.46%	143.13K
ISHARES TRSOLE	CORE US AGGBD ET	215.74K	SH	$21.40M 3.44%	215.74K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	380.85K	SH	$19.30M 3.10%	380.85K
PACER FDS TRSOLE	US CASH COWS 100	276.96K	SH	$15.26M 2.45%	276.96K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	25.09K	SH	$12.19M 1.96%	25.09K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	290.87K	SH	$12.05M 1.94%	290.87K
ISHARES TRSOLE	GLOBAL 100 ETF	102.85K	SH	$11.09M 1.78%	102.85K
ISHARES TRSOLE	7-10 YR TRSY BD	111.64K	SH	$10.69M 1.72%	111.64K
ISHARES TRSOLE	NATIONAL MUN ETF	97.06K	SH	$10.14M 1.63%	97.06K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.96K	SH	$7.93M 1.28%	13.96K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	25.47K	SH	$7.10M 1.14%	25.47K
APPLE INCSOLE	COM	34.53K	SH	$7.08M 1.14%	34.53K
JPMORGAN CHASE & CO.SOLE	COM	21.81K	SH	$6.32M 1.02%	21.81K
MICROSOFT CORPSOLE	COM	12.69K	SH	$6.31M 1.01%	12.69K
ISHARES TRSOLE	CORE S&P TTL STK	45.21K	SH	$6.10M 0.98%	45.21K
ISHARES TRSOLE	0-5YR HI YL CP	130.43K	SH	$5.63M 0.90%	130.43K

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