Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory as of March 31, 2026

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