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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 VOO, IEFA, DDOG, VEA, QUAL, and represent 36.19% of Hudson Oak Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: AGG, SPTS, MUB, ICSH, MU, AMD, IEFA, VOO, VWO, USMV.
Started 2 new stock positions in MU, AMD.
Reduced shares in these 10 stocks: DDOG, VEA, , , IEMG, AVUV, IVV, EMXC, VTV, MTUM.
Sold out of its positions in INDA, EFAV.
Hudson Oak Wealth Advisory was a net seller of stock by $-2.2M.
Hudson Oak Wealth Advisory has $130M in assets under management (AUM), dropping by 12.65%.
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 June 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)	9.6	$13M		18k	686.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.0	$12M		121k	96.58	View chart
Datadog Cl A Com (DDOG)	8.1	$11M	-20%	41k	260.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$7.1M	-4%	99k	71.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$5.1M		23k	219.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.6	$4.6M		60k	77.11	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$4.6M	-2%	21k	217.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$4.6M	+2%	76k	59.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$4.4M	+12%	44k	98.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.2	$4.1M		45k	91.21	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.1	$4.1M	+7%	80k	50.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.1	$4.0M	-3%	32k	124.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.7	$3.5M	-2%	10k	342.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$3.0M		28k	106.47	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$2.9M	-2%	32k	91.64	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	2.1	$2.7M	+18%	94k	29.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$2.6M		33k	79.42	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.9	$2.5M	+3%	26k	96.46	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$2.4M	-8%	29k	82.84	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.8	$2.4M	+3%	20k	120.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$2.4M		11k	212.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$2.4M	-3%	16k	148.31	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$2.2M	-3%	21k	103.05	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$2.1M	+19%	19k	107.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.9M	-6%	2.5k	748.89	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$1.8M		12k	147.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$1.7M	-2%	12k	136.68	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$1.7M		22k	75.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.6M		31k	50.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.3M	+5%	14k	96.43	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	1.0	$1.3M	-5%	29k	44.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$1.1M		28k	40.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$900k	+4%	12k	73.41	View chart
NVIDIA Corporation (NVDA)	0.6	$820k		4.1k	200.09	View chart
Apple (AAPL)	0.5	$657k	-2%	2.3k	289.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$634k	-15%	6.2k	102.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$633k		8.0k	79.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$606k		812.00	746.77	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$528k		9.8k	53.91	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.4	$512k	-4%	4.7k	107.82	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.4	$500k		16k	30.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$475k		1.4k	343.91	View chart
Amazon (AMZN)	0.3	$418k		1.8k	238.34	View chart
Microsoft Corporation (MSFT)	0.3	$337k	-4%	902.00	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$328k	-3%	917.00	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$302k		815.00	370.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$295k	-4%	836.00	353.33	View chart
Broadcom (AVGO)	0.2	$280k	-3%	742.00	377.75	View chart
Meta Platforms Cl A (META)	0.2	$271k	-3%	481.00	563.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$242k		740.00	327.33	View chart
Micron Technology (MU)	0.2	$227k	NEW	197.00	1154.29	View chart
Advanced Micro Devices (AMD)	0.2	$217k	NEW	374.00	580.91	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 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

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