Hudock, Inc. — 13F Holdings & Portfolio
CIK 1543536 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$679.7M
Long-equity book
Holdings
200
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+16 / −10 / ↑77 / ↓54
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$10.2M +41.2%
- ISHARES TR$1.8M +5.6%
- SELECT SECTOR SPDR TR$1.8M +14.7%
- NEW YORK LIFE INVTS ACTIVE E$1.7M +20.0%
- VICTORY PORTFOLIOS II$1.6M +15.1%
Top Trims
- SCHWAB STRATEGIC TR-$3.7M -46.7%
- ISHARES TR-$3.5M -14.8%
- J P MORGAN EXCHANGE TRADED F-$3.3M -26.9%
- INVESCO QQQ TR-$1.6M -5.7%
- VANECK ETF TRUST-$1.6M -16.8%
New Positions
- ISHARES TR$2.7M
- UNITEDHEALTH GROUP INC$762.1K
- NIKE INC$752.5K
- CLOUDFLARE INC$493.8K
- ISHARES TR$463.8K
Exited Positions
- SPROTT ASSET MANAGEMENT LP$4.2M
- SELECT SECTOR SPDR TR$1.1M
- INTERCONTINENTAL EXCHANGE IN$538.6K
- VANECK ETF TRUST$518.4K
- SERVICENOW INC$354.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $83.2M | 12.24% | 127,345 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $40.0M | 5.89% | 483,519 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $36.4M | 5.36% | 539,395 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $35.0M | 5.15% | 663,381 | SH |
| 5 | ISHARES TR | IJR | 464287804 | $34.4M | 5.06% | 276,410 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $32.6M | 4.79% | 602,595 | SH |
| 7 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $28.9M | 4.25% | 121,547 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $26.7M | 3.93% | 46,287 | SH |
| 9 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $23.8M | 3.51% | 372,019 | SH |
| 10 | ISHARES TR | AGG | 464287226 | $20.9M | 3.07% | 210,231 | SH |
| 11 | ISHARES TR | IUSG | 464287671 | $20.1M | 2.95% | 129,400 | SH |
| 12 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $13.6M | 2.01% | 334,207 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $13.6M | 2.01% | 28,452 | SH |
| 14 | ISHARES TR | IOO | 464287572 | $12.5M | 1.84% | 103,271 | SH |
| 15 | VICTORY PORTFOLIOS II | VFLO | 92647X830 | $11.9M | 1.75% | 301,693 | SH |
| 16 | ISHARES TR | IEF | 464287440 | $10.9M | 1.61% | 114,311 | SH |
| 17 | NEW YORK LIFE INVTS ACTIVE E | MMIT | 45409F827 | $9.9M | 1.46% | 412,549 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $8.9M | 1.32% | 176,744 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $8.9M | 1.31% | 34,973 | SH |
| 20 | VANGUARD INDEX FDS | VOO | 922908363 | $7.8M | 1.15% | 13,123 | SH |
| 21 | VANECK ETF TRUST | SMH | 92189F676 | $7.8M | 1.14% | 20,278 | SH |
| 22 | ISHARES TR | ITOT | 464287150 | $6.6M | 0.96% | 45,997 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.5M | 0.95% | 21,994 | SH |
| 24 | ISHARES TR | SHYG | 46434V407 | $6.4M | 0.95% | 152,332 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $5.9M | 0.86% | 8,279 | SH |
| 26 | INVESCO EXCHANGE TRADED FD T | PKW | 46137V308 | $5.5M | 0.81% | 42,151 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.7M | 0.69% | 26,804 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $4.6M | 0.68% | 12,522 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.2M | 0.62% | 137,382 | SH |
| 30 | EXXON MOBIL CORP | XOM | 30231G102 | $4.2M | 0.61% | 24,610 | SH |
| 31 | INVESCO EXCHANGE TRADED FD T | SPGP | 46137V431 | $3.8M | 0.57% | 35,768 | SH |
| 32 | MERCK & CO INC | MRK | 58933Y105 | $3.7M | 0.55% | 31,159 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $3.7M | 0.55% | 18,093 | SH |
| 34 | ISHARES TR | SHY | 464287457 | $3.6M | 0.53% | 43,596 | SH |
| 35 | WISDOMTREE TR | DEW | 97717W877 | $3.5M | 0.52% | 53,514 | SH |
| 36 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.2M | 0.47% | 13,103 | SH |
| 37 | PROCTER & GAMBLE CO | PG | 742718109 | $2.8M | 0.41% | 19,435 | SH |
| 38 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $2.8M | 0.41% | 60,424 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $2.7M | 0.40% | 2,988 | SH |
| 40 | ISHARES TR | IGV | 464287515 | $2.7M | 0.40% | 33,546 | SH |
| 41 | BLACKSTONE INC | BX | 09260D107 | $2.6M | 0.38% | 22,292 | SH |
| 42 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $2.5M | 0.37% | 5,472 | SH |
| 43 | CITIZENS FINL SVCS INC | CZFS | 174615104 | $2.5M | 0.37% | 40,787 | SH |
| 44 | M & T BK CORP | MTB | 55261F104 | $2.4M | 0.36% | 11,784 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $2.2M | 0.33% | 10,660 | SH |
| 46 | NORTHWEST BANCSHARES INC | NWBI | 667340103 | $2.2M | 0.32% | 171,956 | SH |
| 47 | COCA COLA CO | KO | 191216100 | $2.1M | 0.31% | 28,123 | SH |
| 48 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.0M | 0.30% | 40,132 | SH |
| 49 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.0M | 0.30% | 8,300 | SH |
| 50 | AMGEN INC | AMGN | 031162100 | $2.0M | 0.29% | 5,667 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $679.7M | 200 | 0001172661-26-001770 |
| 2025-12-31 | 2026-02-12 | $678.7M | 194 | 0001172661-26-000648 |
| 2025-09-30 | 2025-10-24 | $658.4M | 199 | 0001172661-25-004414 |