HUDOCK, INC.

Filed: 5/13/2026ACC: 0001172661-26-001770

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $679.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

200

Positions

$679.70M

Total AUM (reported)

7.27M

Total Shares

Allocation by class

COM$115.02M16.9%

CORE S&P500 ETF$83.18M12.2%

INT-TERM CORP$40.01M5.9%

CORE S&P MCP ETF$36.43M5.4%

INTERNATNAL VAL$35.01M5.2%

CORE S&P SCP ETF$34.36M5.1%

FTSE EMR MKT ETF$32.57M4.8%

Portfolio Concentration

Top 3$159.62M23.5%

4–10$202.25M29.8%

11–25$151.38M22.3%

Rest$166.45M24.5%

Top 3 weight

23.5%

Top 10 weight

53.2%

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)

Sole200

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings200

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares127.34K

TypeSH

Market value$83.18M

12.24%

Sole

0.00

Shared

0.00

None

127.34K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares483.52K

TypeSH

Market value$40.01M

5.89%

Sole

0.00

Shared

0.00

None

483.52K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares539.39K

TypeSH

Market value$36.43M

5.36%

Sole

0.00

Shared

0.00

None

539.39K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares663.38K

TypeSH

Market value$35.01M

5.15%

Sole

0.00

Shared

0.00

None

663.38K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares276.41K

TypeSH

Market value$34.36M

5.06%

Sole

0.00

Shared

0.00

None

276.41K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares602.60K

TypeSH

Market value$32.57M

4.79%

Sole

0.00

Shared

0.00

None

602.60K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares121.55K

TypeSH

Market value$28.88M

4.25%

Sole

0.00

Shared

0.00

None

121.55K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares46.29K

TypeSH

Market value$26.72M

3.93%

Sole

0.00

Shared

0.00

None

46.29K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares372.02K

TypeSH

Market value$23.84M

3.51%

Sole

0.00

Shared

0.00

None

372.02K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares210.23K

TypeSH

Market value$20.87M

3.07%

Sole

0.00

Shared

0.00

None

210.23K

ISHARES TR

SOLE

CORE S&P US GWT

Shares129.40K

TypeSH

Market value$20.07M

2.95%

Sole

0.00

Shared

0.00

None

129.40K

SELECT SECTOR SPDR TR

SOLE

STATE STREET REA

Shares334.21K

TypeSH

Market value$13.65M

2.01%

Sole

0.00

Shared

0.00

None

334.21K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares28.45K

TypeSH

Market value$13.63M

2.01%

Sole

0.00

Shared

0.00

None

28.45K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares103.27K

TypeSH

Market value$12.49M

1.84%

Sole

0.00

Shared

0.00

None

103.27K

VICTORY PORTFOLIOS II

SOLE

SHARES FREE CASH

Shares301.69K

TypeSH

Market value$11.91M

1.75%

Sole

0.00

Shared

0.00

None

301.69K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares114.31K

TypeSH

Market value$10.91M

1.61%

Sole

0.00

Shared

0.00

None

114.31K

NEW YORK LIFE INVTS ACTIVE E

SOLE

NYLI MACKAY MUN

Shares412.55K

TypeSH

Market value$9.94M

1.46%

Sole

0.00

Shared

0.00

None

412.55K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares176.74K

TypeSH

Market value$8.95M

1.32%

Sole

0.00

Shared

0.00

None

176.74K

APPLE INC

SOLE

COM

Shares34.97K

TypeSH

Market value$8.88M

1.31%

Sole

0.00

Shared

0.00

None

34.97K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.12K

TypeSH

Market value$7.84M

1.15%

Sole

0.00

Shared

0.00

None

13.12K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares20.28K

TypeSH

Market value$7.77M

1.14%

Sole

0.00

Shared

0.00

None

20.28K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares46K

TypeSH

Market value$6.55M

0.96%

Sole

0.00

Shared

0.00

None

46K

JPMORGAN CHASE & CO

SOLE

COM

Shares21.99K

TypeSH

Market value$6.47M

0.95%

Sole

0.00

Shared

0.00

None

21.99K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares152.33K

TypeSH

Market value$6.45M

0.95%

Sole

0.00

Shared

0.00

None

152.33K

CATERPILLAR INC

SOLE

COM

Shares8.28K

TypeSH

Market value$5.87M

0.86%

Sole

0.00

Shared

0.00

None

8.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	127.34K	SH	$83.18M 12.24%	127.34K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	483.52K	SH	$40.01M 5.89%	483.52K
ISHARES TRSOLE	CORE S&P MCP ETF	539.39K	SH	$36.43M 5.36%	539.39K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	663.38K	SH	$35.01M 5.15%	663.38K
ISHARES TRSOLE	CORE S&P SCP ETF	276.41K	SH	$34.36M 5.06%	276.41K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	602.60K	SH	$32.57M 4.79%	602.60K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	121.55K	SH	$28.88M 4.25%	121.55K
INVESCO QQQ TRSOLE	UNIT SER 1	46.29K	SH	$26.72M 3.93%	46.29K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	372.02K	SH	$23.84M 3.51%	372.02K
ISHARES TRSOLE	CORE US AGGBD ET	210.23K	SH	$20.87M 3.07%	210.23K
ISHARES TRSOLE	CORE S&P US GWT	129.40K	SH	$20.07M 2.95%	129.40K
SELECT SECTOR SPDR TRSOLE	STATE STREET REA	334.21K	SH	$13.65M 2.01%	334.21K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	28.45K	SH	$13.63M 2.01%	28.45K
ISHARES TRSOLE	GLOBAL 100 ETF	103.27K	SH	$12.49M 1.84%	103.27K
VICTORY PORTFOLIOS IISOLE	SHARES FREE CASH	301.69K	SH	$11.91M 1.75%	301.69K
ISHARES TRSOLE	7-10 YR TRSY BD	114.31K	SH	$10.91M 1.61%	114.31K
NEW YORK LIFE INVTS ACTIVE ESOLE	NYLI MACKAY MUN	412.55K	SH	$9.94M 1.46%	412.55K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	176.74K	SH	$8.95M 1.32%	176.74K
APPLE INCSOLE	COM	34.97K	SH	$8.88M 1.31%	34.97K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.12K	SH	$7.84M 1.15%	13.12K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	20.28K	SH	$7.77M 1.14%	20.28K
ISHARES TRSOLE	CORE S&P TTL STK	46K	SH	$6.55M 0.96%	46K
JPMORGAN CHASE & COSOLE	COM	21.99K	SH	$6.47M 0.95%	21.99K
ISHARES TRSOLE	0-5YR HI YL CP	152.33K	SH	$6.45M 0.95%	152.33K
CATERPILLAR INCSOLE	COM	8.28K	SH	$5.87M 0.86%	8.28K

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