AI Portfolio Summary
In 2026 Q1, Hudock, Inc. maintained a portfolio of 210 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 0.40% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 2.9%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 52.3%.
Total Positions
210
Quarter
2026 Q1
Top Holding
IVV (12.2%)
Top 10 Concentration
53.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 210
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 12.24% | 12.49% |
#1
Prev: #1
|
6.5 | 3,600 | 2.9% |
P
S
|
127,345 | $83,183,309 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 5.89% | 5.96% |
#2
Prev: #2
|
4.4 | 300 | 0.1% |
P
S
|
483,519 | $40,011,200 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJH
ISHARES TR
|
ETF | 5.36% | 5.11% |
#3
Prev: #3
|
3.6 | 13,474 | 2.6% |
P
S
|
539,395 | $36,425,348 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 5.15% | 3.65% |
#4
5
Prev: #9
|
5.1 | 166,557 | 33.5% |
P
S
|
663,381 | $35,013,253 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJR
ISHARES TR
|
ETF | 5.06% | 4.80% |
#5
1
Prev: #4
|
3.0 | 5,568 | 2.1% |
P
S
|
276,410 | $34,360,650 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.79% | 4.77% |
#6
1
Prev: #5
|
2.4 | -197 | -0.0% |
P
S
|
602,595 | $32,570,310 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 4.25% | 4.09% |
#7
Prev: #7
|
3.7 | 11,726 | 10.7% |
P
S
|
121,547 | $28,882,073 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.93% | 4.17% |
#8
2
Prev: #6
|
2.1 | 172 | 0.4% |
P
S
|
46,287 | $26,715,989 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.51% | 3.65% |
#9
1
Prev: #8
|
1.9 | -24,851 | -6.3% |
P
S
|
372,019 | $23,839,000 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AGG
ISHARES TR
|
ETF | 3.07% | 3.08% |
#10
1
Prev: #11
|
1.7 | 1,045 | 0.5% |
P
S
|
210,231 | $20,869,674 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IUSG
ISHARES TR
|
Warrant | 2.95% | 3.47% |
#11
1
Prev: #10
|
1.7 | -10,884 | -7.8% |
P
S
|
129,400 | $20,071,258 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 2.01% | 1.75% |
#12
3
Prev: #15
|
2.8 | 39,409 | 13.4% |
P
S
|
334,207 | $13,645,673 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.01% | 1.92% |
#13
Prev: #13
|
2.8 | 2,532 | 9.8% |
P
S
|
28,452 | $13,634,496 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IOO
ISHARES TR
|
ETF | 1.84% | 1.95% |
#14
2
Prev: #12
|
1.2 | -1,219 | -1.2% |
P
S
|
103,271 | $12,492,777 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 1.75% | 1.52% |
#15
2
Prev: #17
|
2.7 | 38,921 | 14.8% |
P
S
|
301,693 | $11,910,868 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEF
ISHARES TR
|
ETF | 1.61% | 1.60% |
#16
Prev: #16
|
1.1 | 1,403 | 1.2% |
P
S
|
114,311 | $10,909,904 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MMIT
NEW YORK LIFE I...
|
ETF | 1.46% | 1.22% |
#17
4
Prev: #21
|
3.1 | 72,027 | 21.2% |
P
S
|
412,549 | $9,944,506 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.32% | 1.80% |
#18
4
Prev: #14
|
0.5 | -65,112 | -26.9% |
P
S
|
176,744 | $8,945,047 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.31% | 1.41% |
#19
1
Prev: #18
|
1.0 | -172 | -0.5% |
P
S
|
34,973 | $8,875,896 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.15% | 1.32% |
#20
Prev: #20
|
1.0 | -1,187 | -8.3% |
P
S
|
13,123 | $7,841,854 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.14% | 1.38% |
#21
2
Prev: #19
|
0.5 | -5,684 | -21.9% |
P
S
|
20,278 | $7,774,628 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ITOT
ISHARES TR
|
ETF | 0.96% | 0.95% |
#22
2
Prev: #24
|
2.4 | 2,827 | 6.5% |
P
S
|
45,997 | $6,551,415 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.95% | 1.04% |
#23
Prev: #23
|
0.9 | 175 | 0.8% |
P
S
|
21,994 | $6,469,898 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHYG
ISHARES TR
|
ETF | 0.95% | 0.85% |
#24
2
Prev: #26
|
2.4 | 17,361 | 12.9% |
P
S
|
152,332 | $6,445,190 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.86% | 0.70% |
#25
5
Prev: #30
|
0.8 | 27 | 0.3% |
P
S
|
8,279 | $5,865,957 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PKW
INVESCO EXCHANG...
|
ETF | 0.81% | 0.83% |
#26
1
Prev: #27
|
0.8 | 358 | 0.9% |
P
S
|
42,151 | $5,532,400 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.69% | 0.72% |
#27
1
Prev: #28
|
0.8 | 496 | 1.9% |
P
S
|
26,804 | $4,674,638 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.68% | 0.87% |
#28
3
Prev: #25
|
0.8 | 253 | 2.1% |
P
S
|
12,522 | $4,635,516 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.62% | 1.16% |
#29
7
Prev: #22
|
0.2 | -150,837 | -52.3% |
P
S
|
137,382 | $4,214,894 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.61% | 0.41% |
#30
9
Prev: #39
|
2.2 | 1,252 | 5.4% |
P
S
|
24,610 | $4,175,376 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPGP
INVESCO EXCHANG...
|
ETF | 0.57% | 0.72% |
#31
2
Prev: #29
|
0.7 | -6,935 | -16.2% |
P
S
|
35,768 | $3,849,449 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.55% | 0.46% |
#32
4
Prev: #36
|
0.7 | 1,370 | 4.6% |
P
S
|
31,159 | $3,748,210 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.55% | 0.41% |
#33
7
Prev: #40
|
0.7 | -116 | -0.6% |
P
S
|
18,093 | $3,743,525 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHY
ISHARES TR
|
ETF | 0.53% | 0.45% |
#34
4
Prev: #38
|
2.2 | 7,049 | 19.3% |
P
S
|
43,596 | $3,599,775 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DEW
WISDOMTREE TR
|
Unknown | 0.52% | 0.59% |
#35
3
Prev: #32
|
0.7 | -11,164 | -17.3% |
P
S
|
53,514 | $3,549,580 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.47% | 0.40% |
#36
5
Prev: #41
|
0.7 | -116 | -0.9% |
P
S
|
13,103 | $3,202,915 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.41% | 0.36% |
#37
8
Prev: #45
|
2.2 | 2,224 | 12.9% |
P
S
|
19,435 | $2,807,317 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.41% | 0.36% |
#38
6
Prev: #44
|
0.7 | 2,640 | 4.6% |
P
S
|
60,424 | $2,772,872 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.40% | 0.48% |
#39
4
Prev: #35
|
0.7 | -12 | -0.4% |
P
S
|
2,988 | $2,748,321 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IGV
ISHARES TR
|
ETF | 0.40% | — |
#40
Prev: #—
|
3.7 | 33,546 | no change |
NEW
|
33,546 | $2,685,357 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.38% | 0.51% |
#41
8
Prev: #33
|
0.7 | 51 | 0.2% |
P
S
|
22,292 | $2,563,385 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.37% | 0.39% |
#42
Prev: #42
|
0.6 | 32 | 0.6% |
P
S
|
5,472 | $2,534,977 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CZFS
CITIZENS FINL S...
|
Financial Services | 0.37% | 0.34% |
#43
5
Prev: #48
|
0.6 | 863 | 2.2% |
P
S
|
40,787 | $2,494,162 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.36% | 0.34% |
#44
2
Prev: #46
|
0.6 | 200 | 1.7% |
P
S
|
11,784 | $2,436,083 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.33% | 0.34% |
#45
2
Prev: #47
|
2.1 | 641 | 6.4% |
P
S
|
10,660 | $2,220,245 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NWBI
NORTHWEST BANCS...
|
Financial Services | 0.32% | 0.33% |
#46
3
Prev: #49
|
0.6 | -13,678 | -7.4% |
P
S
|
171,956 | $2,182,131 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.31% | 0.28% |
#47
6
Prev: #53
|
2.1 | 1,423 | 5.3% |
P
S
|
28,123 | $2,138,763 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.30% | 0.23% |
#48
8
Prev: #56
|
2.1 | 2,179 | 5.7% |
P
S
|
40,132 | $2,014,652 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.30% | 0.50% |
#49
15
Prev: #34
|
0.1 | -3,253 | -28.2% |
P
S
|
8,300 | $2,011,848 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.29% | 0.28% |
#50
2
Prev: #52
|
0.6 | -206 | -3.5% |
P
S
|
5,667 | $1,994,179 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 210 holdings