HUDOCK, INC.

Filed: 7/31/2026ACC: 0001172661-26-002963

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $781.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

217

Positions

$781.11M

Total AUM (reported)

7.45M

Total Shares

Allocation by class

COM$138.36M17.7%

CORE S&P500 ETF$94.97M12.2%

CORE S&P MCP ETF$41.39M5.3%

INT-TERM CORP$41.06M5.3%

CORE S&P SCP ETF$39.87M5.1%

NASDAQ 100 ETF$36.76M4.7%

INTERNATNAL VAL$36.39M4.7%

Portfolio Concentration

Top 3$177.43M22.7%

4–10$234.29M30.0%

11–25$170.58M21.8%

Rest$198.82M25.5%

Top 3 weight

22.7%

Top 10 weight

52.7%

Voting Authority Distribution

Total shares with voting rights: 7.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole217

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings217

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares126.81K

TypeSH

Market value$94.97M

12.16%

Sole

0.00

Shared

0.00

None

126.81K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares536.82K

TypeSH

Market value$41.39M

5.30%

Sole

0.00

Shared

0.00

None

536.82K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares496.84K

TypeSH

Market value$41.06M

5.26%

Sole

0.00

Shared

0.00

None

496.84K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares268.82K

TypeSH

Market value$39.87M

5.10%

Sole

0.00

Shared

0.00

None

268.82K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares121.34K

TypeSH

Market value$36.76M

4.71%

Sole

0.00

Shared

0.00

None

121.34K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares673.58K

TypeSH

Market value$36.39M

4.66%

Sole

0.00

Shared

0.00

None

673.58K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares602.48K

TypeSH

Market value$35.96M

4.60%

Sole

0.00

Shared

0.00

None

602.48K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares47.07K

TypeSH

Market value$34.66M

4.44%

Sole

0.00

Shared

0.00

None

47.07K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares372.80K

TypeSH

Market value$26.56M

3.40%

Sole

0.00

Shared

0.00

None

372.80K

ISHARES TR

SOLE

CORE S&P US GWT

Shares128.03K

TypeSH

Market value$24.08M

3.08%

Sole

0.00

Shared

0.00

None

128.03K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares212.57K

TypeSH

Market value$21.04M

2.69%

Sole

0.00

Shared

0.00

None

212.57K

SELECT SECTOR SPDR TR

SOLE

ST STR REAL ETF

Shares335.47K

TypeSH

Market value$14.77M

1.89%

Sole

0.00

Shared

0.00

None

335.47K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares29K

TypeSH

Market value$14.51M

1.86%

Sole

0.00

Shared

0.00

None

29K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares106.04K

TypeSH

Market value$14.49M

1.85%

Sole

0.00

Shared

0.00

None

106.04K

VICTORY PORTFOLIOS II

SOLE

SHS FR CA FL ETF

Shares304.09K

TypeSH

Market value$13.91M

1.78%

Sole

0.00

Shared

0.00

None

304.09K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares20.32K

TypeSH

Market value$13.33M

1.71%

Sole

0.00

Shared

0.00

None

20.32K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares117.39K

TypeSH

Market value$11.10M

1.42%

Sole

0.00

Shared

0.00

None

117.39K

APPLE INC

SOLE

COM

Shares34.99K

TypeSH

Market value$10.12M

1.30%

Sole

0.00

Shared

0.00

None

34.99K

NEW YORK LIFE INVTS ACTIVE E

SOLE

MACKAY MUN INTER

Shares413.50K

TypeSH

Market value$10.07M

1.29%

Sole

0.00

Shared

0.00

None

413.50K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.23K

TypeSH

Market value$9.09M

1.16%

Sole

0.00

Shared

0.00

None

13.23K

CATERPILLAR INC

SOLE

COM

Shares8.11K

TypeSH

Market value$8.63M

1.11%

Sole

0.00

Shared

0.00

None

8.11K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares167.35K

TypeSH

Market value$8.46M

1.08%

Sole

0.00

Shared

0.00

None

167.35K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares46.12K

TypeSH

Market value$7.58M

0.97%

Sole

0.00

Shared

0.00

None

46.12K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.73K

TypeSH

Market value$6.79M

0.87%

Sole

0.00

Shared

0.00

None

20.73K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares157.72K

TypeSH

Market value$6.69M

0.86%

Sole

0.00

Shared

0.00

None

157.72K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	126.81K	SH	$94.97M 12.16%	126.81K
ISHARES TRSOLE	CORE S&P MCP ETF	536.82K	SH	$41.39M 5.30%	536.82K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	496.84K	SH	$41.06M 5.26%	496.84K
ISHARES TRSOLE	CORE S&P SCP ETF	268.82K	SH	$39.87M 5.10%	268.82K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	121.34K	SH	$36.76M 4.71%	121.34K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	673.58K	SH	$36.39M 4.66%	673.58K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	602.48K	SH	$35.96M 4.60%	602.48K
INVESCO QQQ TRSOLE	UNIT SER 1	47.07K	SH	$34.66M 4.44%	47.07K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	372.80K	SH	$26.56M 3.40%	372.80K
ISHARES TRSOLE	CORE S&P US GWT	128.03K	SH	$24.08M 3.08%	128.03K
ISHARES TRSOLE	CORE US AGGBD ET	212.57K	SH	$21.04M 2.69%	212.57K
SELECT SECTOR SPDR TRSOLE	ST STR REAL ETF	335.47K	SH	$14.77M 1.89%	335.47K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	29K	SH	$14.51M 1.86%	29K
ISHARES TRSOLE	GLOBAL 100 ETF	106.04K	SH	$14.49M 1.85%	106.04K
VICTORY PORTFOLIOS IISOLE	SHS FR CA FL ETF	304.09K	SH	$13.91M 1.78%	304.09K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	20.32K	SH	$13.33M 1.71%	20.32K
ISHARES TRSOLE	7-10 YR TRSY BD	117.39K	SH	$11.10M 1.42%	117.39K
APPLE INCSOLE	COM	34.99K	SH	$10.12M 1.30%	34.99K
NEW YORK LIFE INVTS ACTIVE ESOLE	MACKAY MUN INTER	413.50K	SH	$10.07M 1.29%	413.50K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.23K	SH	$9.09M 1.16%	13.23K
CATERPILLAR INCSOLE	COM	8.11K	SH	$8.63M 1.11%	8.11K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	167.35K	SH	$8.46M 1.08%	167.35K
ISHARES TRSOLE	CORE S&P TTL STK	46.12K	SH	$7.58M 0.97%	46.12K
JPMORGAN CHASE & COSOLE	COM	20.73K	SH	$6.79M 0.87%	20.73K
ISHARES TRSOLE	0-5YR HI YL CP	157.72K	SH	$6.69M 0.86%	157.72K

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