Institutional Fund
Hudock, Inc.
Williamsport, PACIK 15435365 filings on record
Portfolio Value
$679.70M
Q1 2026
Holdings
200
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+0.1%
from $678.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.2%
- Vanguard Scottsdale Fds5.9%
- Ishares Tr5.4%
- Dimensional ETF Trust5.2%
- Ishares Tr5.1%
- Vanguard Intl Equity Index F4.8%
- Other61.5%
Portfolio Holdings
200 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 127.3K | $83.18M | 12.2% | +3.6K | Added |
| 2 | Vanguard Scottsdale Fds | 483.5K | $40.01M | 5.9% | +300 | Added |
| 3 | Ishares Tr | 539.4K | $36.43M | 5.4% | +13.5K | Added |
| 4 | Dimensional ETF Trust | 663.4K | $35.01M | 5.2% | +166.6K | Added |
| 5 | Ishares Tr | 276.4K | $34.36M | 5.1% | +5.6K | Added |
| 6 | Vanguard Intl Equity Index F | 602.6K | $32.57M | 4.8% | −197 | Reduced |
| 7 | Invesco Exch Traded Fd Tr II | 121.5K | $28.88M | 4.2% | +11.7K | Added |
| 8 | Invesco Qqq Tr | 46.3K | $26.72M | 3.9% | +172 | Added |
| 9 | Vanguard Tax-Managed Fds | 372.0K | $23.84M | 3.5% | −24.9K | Reduced |
| 10 | Ishares Tr | 210.2K | $20.87M | 3.1% | +1.0K | Added |
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