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Hudson Oak Wealth Advisory

Latest statistics and disclosures from Hudson Oak Wealth Advisory's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002088700

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Positions held by Hudson Oak Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.8	$11M	18k	627.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.2	$11M	117k	89.46	View chart
Datadog Cl A Com (DDOG)	6.1	$6.9M	51k	135.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.6	$6.4M	102k	62.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.1	$4.6M	23k	198.62	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$4.1M	21k	190.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$3.9M	73k	53.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$3.8M	58k	66.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$3.8M	38k	99.88	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.2	$3.7M	73k	50.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.0	$3.3M	33k	101.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.8	$3.1M	41k	75.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.7	$3.0M	28k	106.70	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$3.0M	32k	91.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.5	$2.9M	34k	85.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.2	$2.5M	10k	250.31	View chart
Spdr Series Trust State Street Spd (SPTS)	2.0	$2.3M	77k	29.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.9	$2.2M	23k	94.16	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.9	$2.2M	18k	118.75	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$2.1M	31k	67.22	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$2.0M	22k	93.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$1.8M	15k	120.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$1.8M	2.7k	684.94	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$1.7M	21k	81.17	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$1.7M	16k	107.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$1.6M	12k	131.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$1.6M	31k	50.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$1.5M	8.0k	191.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$1.5M	13k	113.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.1M	13k	88.49	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.0	$1.1M	27k	40.35	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$1.1M	28k	38.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$868k	12k	74.07	View chart
NVIDIA Corporation (NVDA)	0.7	$763k	4.1k	186.50	View chart
Apple (AAPL)	0.6	$648k	2.4k	271.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$617k	7.7k	79.73	View chart
Microsoft Corporation (MSFT)	0.5	$561k	1.2k	483.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$554k	812.00	681.92	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$498k	9.3k	53.51	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$458k	16k	28.06	View chart
Spdr Series Trust State Street Spd (CWB)	0.4	$443k	5.0k	89.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$430k	1.4k	314.80	View chart
Amazon (AMZN)	0.4	$410k	1.8k	230.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$404k	5.6k	72.68	View chart
Meta Platforms Cl A (META)	0.3	$332k	503.00	660.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$297k	949.00	313.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$275k	821.00	335.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$275k	875.00	313.80	View chart
Broadcom (AVGO)	0.2	$263k	759.00	346.10	View chart
salesforce (CRM)	0.2	$250k	944.00	264.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$246k	764.00	322.22	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$231k	4.3k	54.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$215k	5.0k	42.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$211k	419.00	502.65	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$206k	2.4k	86.25	View chart

Past Filings by Hudson Oak Wealth Advisory

SEC 13F filings are viewable for Hudson Oak Wealth Advisory going back to 2025

Hudson Oak Wealth Advisory 2025 Q4 filed Jan. 23, 2026

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