HUDOCK INC
Q3 2025 Form 13-F
WILLIAMSPORT, PENNSYLVANIA
CIK 0001543536
· CRD 149255
· SEC-registered investment adviser
$658.4M Reported Value Total
HUDOCK CAPITAL GROUP reports 2,487 total accounts under management (AUM). There are 2,354 discretionary accounts valued at $786,101,710, and 133 non-discretionary accounts valued at $63,031,218.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-11-02
Reported value
$658.4M
Quarter over quarter
+6.6%
Holdings
199
Top-10 concentration
52.3%
Key People
Form ADV owners & control persons
Barbara Benner Hudock
TRUSTEE
Michael Joseph Hudock
TRUSTEE
Wayne Ley Dieffenderfer
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 24, 2025 |
| Form | 13F-HR |
| Reported value | $658.4M |
| Positions | 199 |
| Change in reported value | +5.8% |
| New positions | 23 |
| Exited positions | 7 |
| Position turnover | 14.6% |
| Top-10 concentration | 52.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
225 | $789.5M |
|
Q2 2026 13F
Filed Jul 31, 2026
|
217 | $781.1M |
|
Q1 2026 13F
Filed May 13, 2026
|
200 | $679.7M |
|
Q4 2025 13F
Filed Feb 12, 2026
|
194 | $678.7M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
199 | $658.4M |
|
Q2 2025 13F
Filed Aug 8, 2025
|
183 | $622.0M |
|
Q1 2025 13F
Filed May 2, 2025
|
177 | $571.8M |
|
Q4 2024 13F
Filed Jan 29, 2025
|
175 | $572.6M |
|
Q3 2024 13F
Filed Oct 23, 2024
|
167 | $578.9M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
166 | $536.3M |
|
Q1 2024 13F
Filed May 2, 2024
|
139 | $454.0M |
|
Q4 2023 13F
Filed Jan 22, 2024
|
153 | $466.4M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
152 | $419.1M |
|
Q2 2023 13F
Filed Jul 31, 2023
|
153 | $422.2M |
|
Q1 2023 13F
Filed May 8, 2023
|
151 | $407.3M |
|
Q4 2022 13F
Filed Feb 8, 2023
|
144 | $292.6M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
703 | $296.1M |
|
Q2 2022 13F
Filed Aug 2, 2022
|
693 | $299.2M |
|
Q1 2022 13F
Filed May 2, 2022
|
700 | $360.2M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
710 | $355.1M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $82.9M | 12.59% |
| 2 | VCIT VANGUARD SCOTTSDALE FDS | $40.7M | 6.18% |
| 3 | IJH ISHARES TR | $34.1M | 5.18% |
| 4 | VWO VANGUARD INTL EQUITY INDEX F | $32.3M | 4.9% |
| 5 | IJR ISHARES TR | $32.0M | 4.86% |
| 6 | QQQ INVESCO QQQ TR | $28.2M | 4.28% |
| 7 | QQQM INVESCO EXCH TRADED FD TR II | $26.1M | 3.96% |
| 8 | VEA VANGUARD TAX-MANAGED FDS | $23.4M | 3.55% |
| 9 | IUSG ISHARES TR | $23.0M | 3.49% |
| 10 | AGG ISHARES TR | $21.4M | 3.25% |
| 11 | DFIV DIMENSIONAL ETF TRUST | $20.8M | 3.15% |
| 12 | BRK-B BERKSHIRE HATHAWAY INC DEL | $12.7M | 1.93% |
| 13 | XLRE SELECT SECTOR SPDR TR | $12.4M | 1.88% |
| 14 | IOO ISHARES TR | $12.2M | 1.86% |
| 15 | JPST J P MORGAN EXCHANGE TRADED F | $11.9M | 1.8% |
| 16 | IEF ISHARES TR | $10.9M | 1.65% |
| 17 | SCHD SCHWAB STRATEGIC TR | $9.6M | 1.46% |
| 18 | VFLO VICTORY PORTFOLIOS II | $9.5M | 1.44% |
| 19 | AAPL APPLE INC | $9.0M | 1.36% |
| 20 | VOO VANGUARD INDEX FDS | $8.7M | 1.32% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.