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Hudock Inc 13F Portfolio

Portfolio Manager
Hudock INC
Performance
-0.79% (2026 Q3)
AUM (13F)
$789.54M
# of Holdings
225
Performance Rank
Allocation (Top 20)
67.34%
Latest filing
Q3 2026

Hudock INC Holdings Map

Top 50 Hudock INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
12.2%125.8K$96.3M
-0.83%(-1.05K)
2025-Q3: 123.8K shares2025-Q4: 123.7K shares2026-Q1: 127.3K shares2026-Q2: 126.8K shares2026-Q3: 125.8K shares
$285.55(+169.65%)
2026-09-30
IJH
ISHARES TR
4.92%540.1K$38.9M
+0.61%(+3.27K)
2025-Q3: 522.1K shares2025-Q4: 525.9K shares2026-Q1: 539.4K shares2026-Q2: 536.8K shares2026-Q3: 540.1K shares
$44.14(+63.97%)
2026-09-30
DFIV
DIMENSIONAL ETF TRUST
4.74%669.4K$37.4M
-0.62%(-4.17K)
2025-Q3: 450.1K shares2025-Q4: 496.8K shares2026-Q1: 663.4K shares2026-Q2: 673.6K shares2026-Q3: 669.4K shares
$46.59(+20.18%)
2026-09-30
QQQM
INVESCO EXCH TRADED FD TR II
4.68%121.2K$36.9M
-0.12%(-144)
2025-Q3: 105.5K shares2025-Q4: 109.8K shares2026-Q1: 121.5K shares2026-Q2: 121.3K shares2026-Q3: 121.2K shares
$194.90(+51.76%)
2026-09-30
IJR
ISHARES TR
4.65%269.6K$36.7M
+0.30%(+806)
2025-Q3: 269.5K shares2025-Q4: 270.8K shares2026-Q1: 276.4K shares2026-Q2: 268.8K shares2026-Q3: 269.6K shares
$88.80(+52.95%)
2026-09-30
VWO
VANGUARD INTL EQUITY INDEX F
4.54%603.8K$35.8M
+0.22%(+1.32K)
2025-Q3: 595.9K shares2025-Q4: 602.8K shares2026-Q1: 602.6K shares2026-Q2: 602.5K shares2026-Q3: 603.8K shares
$47.50(+22.17%)
2026-09-30
QQQ
INVESCO QQQ TR
4.36%46.5K$34.4M
-1.19%(-558)
2025-Q3: 46.9K shares2025-Q4: 46.1K shares2026-Q1: 46.3K shares2026-Q2: 47.1K shares2026-Q3: 46.5K shares
$424.27(+69.32%)
2026-09-30
VCIT
VANGUARD SCOTTSDALE FDS
4.09%412.1K$32.3M
-17.05%(-84.70K)
2025-Q3: 484.1K shares2025-Q4: 483.2K shares2026-Q1: 483.5K shares2026-Q2: 496.8K shares2026-Q3: 412.1K shares
$79.24(-0.74%)
2026-09-30
VEA
VANGUARD TAX-MANAGED FDS
3.36%375.7K$26.5M
+0.77%(+2.87K)
2025-Q3: 389.8K shares2025-Q4: 396.9K shares2026-Q1: 372.0K shares2026-Q2: 372.8K shares2026-Q3: 375.7K shares
$41.49(+67.19%)
2026-09-30
IUSG
ISHARES TR
3.15%128.3K$24.9M
+0.21%(+269)
2025-Q3: 139.8K shares2025-Q4: 140.3K shares2026-Q1: 129.4K shares2026-Q2: 128.0K shares2026-Q3: 128.3K shares
$91.64(+108.44%)
2026-09-30

About Hudock INCโ€™s portfolio

Hudock INC reports $789.54M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.2%), IJH (4.9%) and DFIV (4.7%). The top 20 holdings account for 67.34% of reported assets. Its disclosed equity book has returned +49.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
IVV โ€” 14.4% ($96.32M)IJH โ€” 5.8% ($38.86M)DFIV โ€” 5.6% ($37.39M)QQQM โ€” 5.5% ($36.92M)IJR โ€” 5.5% ($36.68M)VWO โ€” 5.4% ($35.81M)QQQ โ€” 5.1% ($34.41M)VCIT โ€” 4.8% ($32.27M)VEA โ€” 4.0% ($26.53M)IUSG โ€” 3.7% ($24.86M)Other โ€” 40.2% ($268.63M)
60%in top 10
  • IVV14.4%
  • IJH5.8%
  • DFIV5.6%
  • QQQM5.5%
  • IJR5.5%
  • VWO5.4%
  • QQQ5.1%
  • VCIT4.8%
  • VEA4.0%
  • IUSG3.7%
  • Other40.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
ILTBISHARES TR2.7%
SPTLSPDR SERIES TRUST1.5%
XAGGMORGAN STANLEY ETF TRUST0.8%
POWTIDAL TRUST III0.6%
+1 opened
Added to
20
PMMFBLACKROCK ETF TRUST+111.6%
SHYGISHARES TR+21.5%
SHYISHARES TR+12.3%
IOOISHARES TR+1.6%
+16 more
Trimmed
25
AGGISHARES TR-67.2%
VCITVANGUARD SCOTTSDALE FDS-17.0%
VFLOVICTORY PORTFOLIOS II-16.1%
MMITNYLIM ACTIVE ETF TR-24.0%
+21 more

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Source filings

Holdings on this page are parsed from Hudock INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1543536). View Hudock INCโ€™s 13F filings on SEC

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