Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory as of June 30, 2026

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
Ishares Tr Core Msci Eafe (IEFA) 9.0 $12M 121k 96.58
Datadog Cl A Com (DDOG) 8.1 $11M 41k 260.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $7.1M 99k 71.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.9 $5.1M 23k 219.43
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $4.6M 60k 77.11
Vanguard Index Fds Value Etf (VTV) 3.5 $4.6M 21k 217.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $4.6M 76k 59.69
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $4.4M 44k 98.98
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.2 $4.1M 45k 91.21
Ishares Tr Ultra Short Dur (ICSH) 3.1 $4.1M 80k 50.58
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $4.0M 32k 124.76
Ishares Tr Msci Usa Mmentm (MTUM) 2.7 $3.5M 10k 342.83
Ishares Tr Shrt Nat Mun Etf (SUB) 2.3 $3.0M 28k 106.47
Spdr Series Trust St Str Blo 1 Etf (BIL) 2.2 $2.9M 32k 91.64
Spdr Series Trust St Sho Treas Etf (SPTS) 2.1 $2.7M 94k 29.01
World Gold Tr Spdr Gld Minis (GLDM) 2.0 $2.6M 33k 79.42
Ishares Tr Msci Usa Min Etf (USMV) 1.9 $2.5M 26k 96.46
Ishares Core Msci Emkt (IEMG) 1.8 $2.4M 29k 82.84
Ishares Msci Gbl Min Vol (ACWV) 1.8 $2.4M 20k 120.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $2.4M 11k 212.77
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.4M 16k 148.31
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.7 $2.2M 21k 103.05
Ishares Tr National Mun Etf (MUB) 1.6 $2.1M 19k 107.62
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.9M 2.5k 748.89
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.4 $1.8M 12k 147.73
Ishares Tr Sp Smcp600vl Etf (IJS) 1.3 $1.7M 12k 136.68
Ishares Gold Tr Ishares New (IAU) 1.3 $1.7M 22k 75.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.6M 31k 50.58
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.3M 14k 96.43
Select Sector Spdr Tr St Str Real Etf (XLRE) 1.0 $1.3M 29k 44.03
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $1.1M 28k 40.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $900k 12k 73.41
NVIDIA Corporation (NVDA) 0.6 $820k 4.1k 200.09
Apple (AAPL) 0.5 $657k 2.3k 289.36
Ishares Msci Emrg Chn (EMXC) 0.5 $634k 6.2k 102.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $633k 8.0k 79.03
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $606k 812.00 746.77
Ishares Tr New York Mun Etf (NYF) 0.4 $528k 9.8k 53.91
Spdr Series Trust St Str Conv Etf (CWB) 0.4 $512k 4.7k 107.82
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.4 $500k 16k 30.61
Vanguard Index Fds Large Cap Etf (VV) 0.4 $475k 1.4k 343.91
Amazon (AMZN) 0.3 $418k 1.8k 238.34
Microsoft Corporation (MSFT) 0.3 $337k 902.00 373.02
Alphabet Cap Stk Cl A (GOOGL) 0.3 $328k 917.00 357.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $302k 815.00 370.04
Alphabet Cap Stk Cl C (GOOG) 0.2 $295k 836.00 353.33
Broadcom (AVGO) 0.2 $280k 742.00 377.75
Meta Platforms Cl A (META) 0.2 $271k 481.00 563.29
JPMorgan Chase & Co. (JPM) 0.2 $242k 740.00 327.33
Micron Technology (MU) 0.2 $227k 197.00 1154.29
Advanced Micro Devices (AMD) 0.2 $217k 374.00 580.91