Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hudson Oak Wealth Advisory

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

Top 5 stock holdings are VOO, IEFA, DDOG, VEA, QUAL, and represent 36.64% of Hudson Oak Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: SHYG, CRM, QQQ, MUB, SUB, IJH, VWO, SPTS, IEFA, VNQ.
Started 3 new stock positions in QQQ, CRM, SHYG.
Reduced shares in these 10 stocks: MU, QUAL, GLDM, VOO, IVV, IJS, VTV, IEMG, DISV, NVDA.
Sold out of its position in MU.
Hudson Oak Wealth Advisory was a net buyer of stock by $802k.
Hudson Oak Wealth Advisory has $130M in assets under management (AUM), dropping by 0.26%.
Central Index Key (CIK): 0002088700

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory holds 54 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.7	$13M		18k	700.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.1	$12M		122k	96.88	View chart
Datadog Cl A Com (DDOG)	8.5	$11M		41k	273.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.4	$7.1M		100k	70.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$5.0M	-2%	23k	222.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$4.6M	+2%	78k	59.31	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	3.4	$4.5M		21k	216.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$4.4M	+3%	62k	71.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$4.2M		45k	94.54	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.2	$4.1M		82k	50.40	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.1	$4.1M		45k	90.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.9	$3.8M		32k	117.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.5	$3.2M		10k	317.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.4	$3.1M	+5%	30k	104.54	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$2.9M		31k	91.64	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	2.1	$2.8M	+3%	97k	28.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$2.6M	-4%	32k	82.18	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.9	$2.5M		26k	97.44	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.9	$2.5M		20k	122.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$2.4M		22k	109.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$2.3M		11k	208.02	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$2.3M	-2%	28k	81.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$2.2M	+3%	16k	136.04	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$2.1M	+8%	21k	101.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.8M	-4%	2.4k	765.85	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$1.7M		22k	78.10	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.2	$1.6M	-2%	12k	137.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$1.5M	-5%	12k	128.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$1.5M		31k	47.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.3M	+6%	15k	89.63	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$1.2M	-3%	27k	43.29	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.9	$1.2M	-2%	28k	40.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$902k	+4%	13k	70.15	View chart
NVIDIA Corporation (NVDA)	0.7	$892k	-4%	3.9k	228.38	View chart
Apple (AAPL)	0.6	$754k		2.3k	333.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$629k		8.1k	77.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$619k		812.00	762.63	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$588k	-4%	5.9k	99.08	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.4	$524k		16k	32.53	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.4	$509k	+4%	1.4k	351.85	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.4	$502k	+4%	5.0k	101.18	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$494k		9.8k	50.52	View chart
Amazon (AMZN)	0.4	$466k	+6%	1.9k	249.15	View chart
Microsoft Corporation (MSFT)	0.3	$432k	-6%	842.00	512.90	View chart
Meta Platforms Cl A (META)	0.3	$348k		480.00	725.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$342k	+12%	914.00	374.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$314k		913.00	344.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$284k		832.00	340.74	View chart
Broadcom (AVGO)	0.2	$260k		741.00	351.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$243k		734.00	330.83	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$217k	NEW	5.3k	41.25	View chart
Advanced Micro Devices (AMD)	0.2	$215k	-5%	352.00	611.76	View chart
salesforce (CRM)	0.2	$208k	NEW	906.00	229.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$206k	NEW	279.00	739.77	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 2026 Q3 filed Oct. 16, 2026
Hudson Oak Wealth Advisory 2026 Q2 filed July 21, 2026
Hudson Oak Wealth Advisory 2026 Q1 filed April 21, 2026
Hudson Oak Wealth Advisory 2025 Q4 filed Jan. 23, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z