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Hudson Oak Wealth Advisory

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

Top 5 stock holdings are IEFA, VOO, VEA, DDOG, QUAL, and represent 33.60% of Hudson Oak Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: RSP, AVLV, IEFA, IJH, VOO, USMV, AGG, XLRE, EMXC, IJR.
Reduced shares in these 10 stocks: , SHYG, BRK.B, MSFT, BIL, AAPL, DISV, NVDA, VTV, JPM.
Sold out of its positions in BRK.B, SHYG, CRM.
Hudson Oak Wealth Advisory was a net buyer of stock by $2.2M.
Hudson Oak Wealth Advisory has $115M in assets under management (AUM), dropping by 1.54%.
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 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	9.4	$11M		119k	90.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.3	$11M		18k	597.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.8	$6.6M		104k	64.08	View chart
Datadog Cl A Com (DDOG)	5.2	$6.0M		51k	118.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$4.5M		24k	191.81	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$4.2M		21k	196.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.6	$4.1M	+3%	61k	67.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$4.0M		74k	54.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$3.9M	+3%	39k	99.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.3	$3.8M	+3%	75k	50.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.2	$3.7M		33k	110.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.1	$3.6M	+8%	45k	80.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.7	$3.1M		34k	92.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.6	$3.0M		28k	106.50	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$3.0M		32k	91.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.2	$2.5M	+3%	11k	239.99	View chart
Spdr Series Trust State Street Spd (SPTS)	2.0	$2.3M	+2%	79k	29.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.0	$2.3M	+6%	25k	92.74	View chart
Ishares Msci Gbl Min Vol (ACWV)	2.0	$2.3M	+5%	19k	119.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.9	$2.2M		22k	99.86	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$2.2M		31k	69.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$2.1M	+39%	11k	191.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$2.0M	+6%	16k	124.31	View chart
Ishares Gold Tr Ishares New (IAU)	1.7	$1.9M	+3%	22k	88.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.7M		2.7k	653.21	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$1.7M	+2%	16k	106.15	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$1.6M		12k	132.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$1.6M		31k	49.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$1.5M		13k	118.45	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.1	$1.2M	+12%	31k	40.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.2M	+2%	13k	88.70	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$1.1M		28k	39.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$863k		12k	73.64	View chart
NVIDIA Corporation (NVDA)	0.6	$706k		4.0k	174.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$636k	+3%	8.0k	79.27	View chart
Apple (AAPL)	0.5	$594k		2.3k	253.79	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$575k	+31%	7.3k	78.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$528k		812.00	650.34	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$514k	+3%	9.7k	53.12	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$492k		16k	30.15	View chart
Spdr Series Trust State Street Spd (CWB)	0.4	$454k		5.0k	91.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$408k		1.4k	298.85	View chart
Amazon (AMZN)	0.3	$371k		1.8k	208.27	View chart
Microsoft Corporation (MSFT)	0.3	$351k	-18%	947.00	370.17	View chart
Meta Platforms Cl A (META)	0.2	$287k		501.00	572.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$272k		947.00	287.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$263k		821.00	320.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$251k		875.00	286.86	View chart
Broadcom (AVGO)	0.2	$238k		768.00	309.51	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$222k	+11%	4.7k	46.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$222k		754.00	294.16	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$220k		2.4k	91.37	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 Q1 filed April 21, 2026
Hudson Oak Wealth Advisory 2025 Q4 filed Jan. 23, 2026

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