Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory as of Dec. 31, 2025

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