HUDOCK, INC.

Filed: 10/14/2026ACC: 0001172661-26-004533

📋 What this filing means

HUDOCK, INC. filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $789.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

225

Positions

$789.54M

Total AUM (reported)

8.50M

Total Shares

Allocation by class

COM$131.85M16.7%

CORE S&P500 ETF$96.32M12.2%

CORE S&P MCP ETF$38.86M4.9%

INTERNATNAL VAL$37.39M4.7%

NASDAQ 100 ETF$36.92M4.7%

CORE S&P SCP ETF$36.68M4.6%

FTSE EMR MKT ETF$35.81M4.5%

Portfolio Concentration

Top 3$172.57M21.9%

4–10$227.48M28.8%

11–25$167.70M21.2%

Rest$221.79M28.1%

Top 3 weight

21.9%

Top 10 weight

50.7%

Voting Authority Distribution

Total shares with voting rights: 8.50M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.50M

% of voting shares100.0%

Investment Discretion (by position count)

Sole225

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings225

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares125.76K

TypeSH

Market value$96.32M

12.20%

Sole

0.00

Shared

0.00

None

125.76K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares540.09K

TypeSH

Market value$38.86M

4.92%

Sole

0.00

Shared

0.00

None

540.09K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares669.41K

TypeSH

Market value$37.39M

4.74%

Sole

0.00

Shared

0.00

None

669.41K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares121.19K

TypeSH

Market value$36.92M

4.68%

Sole

0.00

Shared

0.00

None

121.19K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares269.63K

TypeSH

Market value$36.68M

4.65%

Sole

0.00

Shared

0.00

None

269.63K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares603.80K

TypeSH

Market value$35.81M

4.54%

Sole

0.00

Shared

0.00

None

603.80K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares46.51K

TypeSH

Market value$34.41M

4.36%

Sole

0.00

Shared

0.00

None

46.51K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares412.14K

TypeSH

Market value$32.27M

4.09%

Sole

0.00

Shared

0.00

None

412.14K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares375.67K

TypeSH

Market value$26.53M

3.36%

Sole

0.00

Shared

0.00

None

375.67K

ISHARES TR

SOLE

CORE S&P US GWT

Shares128.30K

TypeSH

Market value$24.86M

3.15%

Sole

0.00

Shared

0.00

None

128.30K

ISHARES TR

SOLE

CORE LT USDB ETF

Shares483.15K

TypeSH

Market value$21.67M

2.74%

Sole

0.00

Shared

0.00

None

483.15K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares107.69K

TypeSH

Market value$15.51M

1.96%

Sole

0.00

Shared

0.00

None

107.69K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares29K

TypeSH

Market value$14.44M

1.83%

Sole

0.00

Shared

0.00

None

29K

SELECT SECTOR SPDR TR

SOLE

ST STR REAL ETF

Shares340.17K

TypeSH

Market value$13.92M

1.76%

Sole

0.00

Shared

0.00

None

340.17K

VICTORY PORTFOLIOS II

SOLE

SHS FR CA FL ETF

Shares254.98K

TypeSH

Market value$13.05M

1.65%

Sole

0.00

Shared

0.00

None

254.98K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares20.38K

TypeSH

Market value$12.41M

1.57%

Sole

0.00

Shared

0.00

None

20.38K

SPDR SERIES TRUST

SOLE

ST LON TREAS ETF

Shares498.48K

TypeSH

Market value$11.89M

1.51%

Sole

0.00

Shared

0.00

None

498.48K

APPLE INC

SOLE

COM

Shares33.86K

TypeSH

Market value$11.28M

1.43%

Sole

0.00

Shared

0.00

None

33.86K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.51K

TypeSH

Market value$9.47M

1.20%

Sole

0.00

Shared

0.00

None

13.51K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares191.70K

TypeSH

Market value$7.91M

1.00%

Sole

0.00

Shared

0.00

None

191.70K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares154.62K

TypeSH

Market value$7.79M

0.99%

Sole

0.00

Shared

0.00

None

154.62K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares45.79K

TypeSH

Market value$7.61M

0.96%

Sole

0.00

Shared

0.00

None

45.79K

NYLIM ACTIVE ETF TR

SOLE

MACKAY MUN INTER

Shares314.15K

TypeSH

Market value$7.19M

0.91%

Sole

0.00

Shared

0.00

None

314.15K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.81K

TypeSH

Market value$6.88M

0.87%

Sole

0.00

Shared

0.00

None

20.81K

EXXONMOBIL HOLDINGS CORP

SOLE

COM SHS

Shares41.06K

TypeSH

Market value$6.68M

0.85%

Sole

0.00

Shared

0.00

None

41.06K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	125.76K	SH	$96.32M 12.20%	125.76K
ISHARES TRSOLE	CORE S&P MCP ETF	540.09K	SH	$38.86M 4.92%	540.09K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	669.41K	SH	$37.39M 4.74%	669.41K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	121.19K	SH	$36.92M 4.68%	121.19K
ISHARES TRSOLE	CORE S&P SCP ETF	269.63K	SH	$36.68M 4.65%	269.63K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	603.80K	SH	$35.81M 4.54%	603.80K
INVESCO QQQ TRSOLE	UNIT SER 1	46.51K	SH	$34.41M 4.36%	46.51K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	412.14K	SH	$32.27M 4.09%	412.14K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	375.67K	SH	$26.53M 3.36%	375.67K
ISHARES TRSOLE	CORE S&P US GWT	128.30K	SH	$24.86M 3.15%	128.30K
ISHARES TRSOLE	CORE LT USDB ETF	483.15K	SH	$21.67M 2.74%	483.15K
ISHARES TRSOLE	GLOBAL 100 ETF	107.69K	SH	$15.51M 1.96%	107.69K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	29K	SH	$14.44M 1.83%	29K
SELECT SECTOR SPDR TRSOLE	ST STR REAL ETF	340.17K	SH	$13.92M 1.76%	340.17K
VICTORY PORTFOLIOS IISOLE	SHS FR CA FL ETF	254.98K	SH	$13.05M 1.65%	254.98K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	20.38K	SH	$12.41M 1.57%	20.38K
SPDR SERIES TRUSTSOLE	ST LON TREAS ETF	498.48K	SH	$11.89M 1.51%	498.48K
APPLE INCSOLE	COM	33.86K	SH	$11.28M 1.43%	33.86K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.51K	SH	$9.47M 1.20%	13.51K
ISHARES TRSOLE	0-5YR HI YL CP	191.70K	SH	$7.91M 1.00%	191.70K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	154.62K	SH	$7.79M 0.99%	154.62K
ISHARES TRSOLE	CORE S&P TTL STK	45.79K	SH	$7.61M 0.96%	45.79K
NYLIM ACTIVE ETF TRSOLE	MACKAY MUN INTER	314.15K	SH	$7.19M 0.91%	314.15K
JPMORGAN CHASE & COSOLE	COM	20.81K	SH	$6.88M 0.87%	20.81K
EXXONMOBIL HOLDINGS CORPSOLE	COM SHS	41.06K	SH	$6.68M 0.85%	41.06K

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