HUDOCK, INC.

Filed: 10/24/2025ACC: 0001172661-25-004414

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $658.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

199

Positions

$658.38M

Total AUM (reported)

7.31M

Total Shares

Allocation by class

COM$109.70M16.7%

CORE S&P500 ETF$82.88M12.6%

INT-TERM CORP$40.71M6.2%

CORE S&P MCP ETF$34.07M5.2%

FTSE EMR MKT ETF$32.29M4.9%

CORE S&P SCP ETF$32.03M4.9%

UNIT SER 1$28.17M4.3%

Portfolio Concentration

Top 3$157.66M23.9%

4–10$186.32M28.3%

11–25$153.81M23.4%

Rest$160.59M24.4%

Top 3 weight

23.9%

Top 10 weight

52.2%

Voting Authority Distribution

Total shares with voting rights: 7.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole199

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings199

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares123.83K

TypeSH

Market value$82.88M

12.59%

Sole

0.00

Shared

0.00

None

123.83K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares484.05K

TypeSH

Market value$40.71M

6.18%

Sole

0.00

Shared

0.00

None

484.05K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares522.13K

TypeSH

Market value$34.07M

5.18%

Sole

0.00

Shared

0.00

None

522.13K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares595.93K

TypeSH

Market value$32.29M

4.90%

Sole

0.00

Shared

0.00

None

595.93K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares269.52K

TypeSH

Market value$32.03M

4.86%

Sole

0.00

Shared

0.00

None

269.52K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares46.93K

TypeSH

Market value$28.17M

4.28%

Sole

0.00

Shared

0.00

None

46.93K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares105.50K

TypeSH

Market value$26.07M

3.96%

Sole

0.00

Shared

0.00

None

105.50K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares389.76K

TypeSH

Market value$23.35M

3.55%

Sole

0.00

Shared

0.00

None

389.76K

ISHARES TR

SOLE

CORE S&P US GWT

Shares139.81K

TypeSH

Market value$23.00M

3.49%

Sole

0.00

Shared

0.00

None

139.81K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares213.45K

TypeSH

Market value$21.40M

3.25%

Sole

0.00

Shared

0.00

None

213.45K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares450.06K

TypeSH

Market value$20.76M

3.15%

Sole

0.00

Shared

0.00

None

450.06K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares25.25K

TypeSH

Market value$12.69M

1.93%

Sole

0.00

Shared

0.00

None

25.25K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares293.68K

TypeSH

Market value$12.37M

1.88%

Sole

0.00

Shared

0.00

None

293.68K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares102K

TypeSH

Market value$12.24M

1.86%

Sole

0.00

Shared

0.00

None

102K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares233.66K

TypeSH

Market value$11.85M

1.80%

Sole

0.00

Shared

0.00

None

233.66K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares112.77K

TypeSH

Market value$10.88M

1.65%

Sole

0.00

Shared

0.00

None

112.77K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares352.35K

TypeSH

Market value$9.62M

1.46%

Sole

0.00

Shared

0.00

None

352.35K

VICTORY PORTFOLIOS II

SOLE

SHARES FREE CASH

Shares253.04K

TypeSH

Market value$9.49M

1.44%

Sole

0.00

Shared

0.00

None

253.04K

APPLE INC

SOLE

COM

Shares35.16K

TypeSH

Market value$8.95M

1.36%

Sole

0.00

Shared

0.00

None

35.16K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares14.18K

TypeSH

Market value$8.68M

1.32%

Sole

0.00

Shared

0.00

None

14.18K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares25.84K

TypeSH

Market value$8.43M

1.28%

Sole

0.00

Shared

0.00

None

25.84K

NEW YORK LIFE INVTS ACTIVE E

SOLE

NYLI MACKAY MUN

Shares328.30K

TypeSH

Market value$7.98M

1.21%

Sole

0.00

Shared

0.00

None

328.30K

JPMORGAN CHASE & CO.

SOLE

COM

Shares21.78K

TypeSH

Market value$6.87M

1.04%

Sole

0.00

Shared

0.00

None

21.78K

MICROSOFT CORP

SOLE

COM

Shares12.67K

TypeSH

Market value$6.56M

1.00%

Sole

0.00

Shared

0.00

None

12.67K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares44.08K

TypeSH

Market value$6.42M

0.98%

Sole

0.00

Shared

0.00

None

44.08K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	123.83K	SH	$82.88M 12.59%	123.83K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	484.05K	SH	$40.71M 6.18%	484.05K
ISHARES TRSOLE	CORE S&P MCP ETF	522.13K	SH	$34.07M 5.18%	522.13K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	595.93K	SH	$32.29M 4.90%	595.93K
ISHARES TRSOLE	CORE S&P SCP ETF	269.52K	SH	$32.03M 4.86%	269.52K
INVESCO QQQ TRSOLE	UNIT SER 1	46.93K	SH	$28.17M 4.28%	46.93K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	105.50K	SH	$26.07M 3.96%	105.50K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	389.76K	SH	$23.35M 3.55%	389.76K
ISHARES TRSOLE	CORE S&P US GWT	139.81K	SH	$23.00M 3.49%	139.81K
ISHARES TRSOLE	CORE US AGGBD ET	213.45K	SH	$21.40M 3.25%	213.45K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	450.06K	SH	$20.76M 3.15%	450.06K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	25.25K	SH	$12.69M 1.93%	25.25K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	293.68K	SH	$12.37M 1.88%	293.68K
ISHARES TRSOLE	GLOBAL 100 ETF	102K	SH	$12.24M 1.86%	102K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	233.66K	SH	$11.85M 1.80%	233.66K
ISHARES TRSOLE	7-10 YR TRSY BD	112.77K	SH	$10.88M 1.65%	112.77K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	352.35K	SH	$9.62M 1.46%	352.35K
VICTORY PORTFOLIOS IISOLE	SHARES FREE CASH	253.04K	SH	$9.49M 1.44%	253.04K
APPLE INCSOLE	COM	35.16K	SH	$8.95M 1.36%	35.16K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	14.18K	SH	$8.68M 1.32%	14.18K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	25.84K	SH	$8.43M 1.28%	25.84K
NEW YORK LIFE INVTS ACTIVE ESOLE	NYLI MACKAY MUN	328.30K	SH	$7.98M 1.21%	328.30K
JPMORGAN CHASE & CO.SOLE	COM	21.78K	SH	$6.87M 1.04%	21.78K
MICROSOFT CORPSOLE	COM	12.67K	SH	$6.56M 1.00%	12.67K
ISHARES TRSOLE	CORE S&P TTL STK	44.08K	SH	$6.42M 0.98%	44.08K

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