Q3 2026 13F · SEC CIK 1543536

Hudock, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $789.5M
Reported positions: 225
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.0B

Hudock, Inc. is a wealth manager that reported 225 positions worth $789.5M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Ishares Tr (IVV, 12.2%), Ishares Tr (IJH, 4.9%), Dimensional ETF Trust (DFIV, 4.7%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Hudock, Inc. holdings largest 50 of 225 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hudock, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	12.2%	12.2%	125,763	-0.8%	$96.3M
IJHIshares Tr	4.9%	5.3%	540,088	+0.6%	$38.9M
DFIVDimensional ETF Trust	4.7%	4.7%	669,412	-0.6%	$37.4M
QQQMInvesco Exch Traded Fd Tr II	4.7%	4.7%	121,192	-0.1%	$36.9M
IJRIshares Tr	4.6%	5.1%	269,631	+0.3%	$36.7M
VWOVanguard Intl Equity Index F	4.5%	4.6%	603,799	+0.2%	$35.8M
QQQInvesco Qqq Tr	4.4%	4.4%	46,514	-1.2%	$34.4M
VCITVanguard Scottsdale Fds	4.1%	5.3%	412,140	-17.0%	$32.3M
VEAVanguard Ftse Developed Markets Index Fu	3.4%	3.4%	375,670	+0.8%	$26.5M
IUSGIshares Tr	3.1%	3.1%	128,299	+0.2%	$24.9M
ILTBIshares Tr	2.7%	—	483,152	—	$21.7M
IOOIshares Tr	2.0%	1.9%	107,690	+1.6%	$15.5M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.9%	28,999	+0.0%	$14.4M
XLRESelect Sector Spdr Tr	1.8%	1.9%	340,165	+1.4%	$13.9M
VFLOVictory Portfolios II Victoryshares Free	1.7%	1.8%	254,979	-16.1%	$13.1M
SMHVaneck ETF Trust	1.6%	1.7%	20,384	+0.3%	$12.4M
SPTLSpdr Series Trust	1.5%	—	498,478	—	$11.9M
AAPLApple Inc	1.4%	1.3%	33,859	-3.2%	$11.3M
VOOVanguard Index Fds	1.2%	1.2%	13,512	+2.1%	$9.5M
SHYGIshares Tr	1.0%	0.9%	191,704	+21.5%	$7.9M
JPSTJ P Morgan Exchange Traded F	1.0%	1.1%	154,615	-7.6%	$7.8M
ITOTIshares Tr	1.0%	1.0%	45,789	-0.7%	$7.6M
MMITNylim Active ETF Tr	0.9%	1.3%	314,151	-24.0%	$7.2M
JPMJpmorgan Chase & Co	0.9%	0.9%	20,809	+0.4%	$6.9M
XOMExxonmobil Holdings Corp	0.8%	—	41,061	—	$6.7M
AGGIshares Tr	0.8%	2.7%	69,726	-67.2%	$6.6M
XAGGEaton Vance	0.8%	—	133,433	—	$6.4M
CATCaterpillar Inc	0.8%	1.1%	7,884	-2.7%	$6.4M
CZFSCitizens Finl Svcs Inc	0.8%	0.7%	79,603	+1.9%	$6.3M
MSFTMicrosoft Corp	0.8%	0.6%	12,081	-3.7%	$6.2M
NVDANvidia Corporation	0.8%	0.7%	26,070	-1.5%	$6.0M
PMMFBlackrock ETF Trust	0.6%	—	45,357	—	$4.5M
MRKMerck & Co Inc	0.6%	0.5%	31,114	-0.1%	$4.5M
POWTidal Trust III	0.6%	—	169,167	—	$4.4M
PZAInvesco Exch Traded Fd Tr II	0.5%	—	199,621	—	$4.3M
SPGPInvesco Exchange Traded Fd T	0.5%	0.6%	35,808	-1.5%	$4.3M
SCHDSchwab Strategic Tr	0.5%	0.5%	129,444	-3.3%	$4.2M
CVXChevron Corporation	0.5%	0.4%	20,243	+1.0%	$4.1M
SHYIshares Tr	0.5%	0.5%	49,261	+12.3%	$4.0M
IGVIshares Tr	0.5%	0.4%	36,458	+0.7%	$3.9M
DEWWisdomtree Tr	0.5%	0.5%	52,148	-2.7%	$3.6M
LLYEli Lilly & Co	0.4%	0.5%	3,062	+1.9%	$3.5M
JNJJohnson & Johnson	0.4%	0.4%	13,115	-0.4%	$3.5M
MTBM & T Bank Corp	0.4%	0.4%	13,891	+0.4%	$3.0M
PGProcter & Gamble Co	0.4%	0.4%	19,372	-0.4%	$2.8M
DIASpdr Dow Jones Indl Average	0.3%	0.4%	5,422	-0.4%	$2.8M
BXBlackstone Inc	0.3%	0.3%	22,929	+2.5%	$2.6M
NWBINorthwest Bancshares Inc.	0.3%	0.3%	170,732	-0.5%	$2.5M
KOCoca Cola Co	0.3%	0.3%	28,277	-0.6%	$2.4M
AMZNAmazon Com Inc	0.3%	0.3%	9,753	-4.8%	$2.4M

What Hudock, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$789.5M	225
Q2 2026	$781.1M	217
Q1 2026	$679.7M	200
Q4 2025	$678.7M	194
Q3 2025	$658.4M	199
Q2 2025	$622.0M	183
Q1 2025	$571.8M	177
Q4 2024	$572.6M	175
Q3 2024	$578.9M	167
Q2 2024	$536.3M	166
Q1 2024	$454.0M	139
Q4 2023	$466.4M	153

Questions about Hudock, Inc.'s portfolio

What stocks does Hudock, Inc. own?

Hudock, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 225 positions worth $789.5M. The largest are Ishares Tr (IVV) at 12.2%, Ishares Tr (IJH) at 4.9%, Dimensional ETF Trust (DFIV) at 4.7%, Invesco Exch Traded Fd Tr II (QQQM) at 4.7% and Ishares Tr (IJR) at 4.6%.

What did Hudock, Inc. buy last quarter?

In Q3 2026, Hudock, Inc. added Ishares Tr (SHYG) (+21.5% shares) and Ishares Tr (SHY) (+12.3% shares), compared with its Q2 2026 filing.

What did Hudock, Inc. sell last quarter?

In Q3 2026, Hudock, Inc. cut from its top 50 Ishares Tr (IEF), cut from its top 50 Invesco Exchange Traded Fd T (PKW), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Corning Inc (GLW), cut from its top 50 Select Sector Spdr Tr (XLU), Ishares Tr (AGG) (-67.2% shares), Nylim Active ETF Tr (MMIT) (-24.0% shares) and Vanguard Scottsdale Fds (VCIT) (-17.0% shares), compared with its Q2 2026 filing.

How has Hudock, Inc.'s portfolio performed?

A portfolio copying Hudock, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.0% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Hudock, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hudock, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hudock, Inc. manage?

Hudock, Inc. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $789.5M.