Hudock, Inc.
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$679.7M
Holdings
199
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q3 2025: Sold 0.7% (124.7k → 123.8k shares)
12.2%
02
$VCIT
VANGUARD SCOTTSDALE FDS
Q3 2025: Increased +1.2% (478.5k → 484.1k shares)
5.9%
03
$IJH
ISHARES TR
Q4 2025: Increased +0.7% (522.1k → 525.9k shares)
5.4%
04
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +10.4% (450.1k → 496.8k shares)
5.2%
05
$IJR
ISHARES TR
Q3 2025: Sold 1.8% (274.5k → 269.5k shares)
5.1%
06
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +1.1% (595.9k → 602.8k shares)
4.8%
07
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Increased +4.1% (105.5k → 109.8k shares)
4.2%
08
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 1.7% (46.9k → 46.1k shares)
3.9%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +1.8% (389.8k → 396.9k shares)
3.5%
10
$AGG
ISHARES TR
Q4 2025: Sold 2.0% (213.5k → 209.2k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.