Hudson Oak Wealth Advisory LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Hudson Oak Wealth Advisory LLC held in its portfolio 53 assets valued at $113,348,922 (i.e. $113.35M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($11.12M), ISHARES TR ($10.48M), and DATADOG INC ($6.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hudson Oak Wealth Advisory LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 17738 | 11124187 | S&P 500 ETF SHS |
| ISHARES TR | 117104 | 10476124 | CORE MSCI EAFE |
| DATADOG INC | 50762 | 6903124 | CL A COM |
| VANGUARD TAX-MANAGED FDS | 101776 | 6357947 | VAN FTSE DEV MKT |
| SPDR SERIES TRUST | 114451 | 5655576 | STATE STREET SPD |
| ISHARES TR | 23115 | 4591101 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 21425 | 4091961 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 73262 | 3938565 | FTSE EMR MKT ETF |
| ISHARES TR | 58284 | 3846744 | CORE S&P MCP ETF |
| ISHARES TR | 37845 | 3779959 | CORE US AGGBD ET |
| ISHARES TR | 72697 | 3677014 | ULTRA SHORT DUR |
| AMERICAN CENTY ETF TR | 32789 | 3343822 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 41212 | 3122633 | US LARGE CAP VLU |
| ISHARES TR | 28211 | 3010114 | SHRT NAT MUN ETF |
| WORLD GOLD TR | 33663 | 2873810 | SPDR GLD MINIS |
| ISHARES TR | 10137 | 2537392 | MSCI USA MMENTM |
| ISHARES TR | 23236 | 2187902 | MSCI USA MIN VOL |
| ISHARES INC | 18150 | 2155313 | MSCI GBL MIN VOL |
| ISHARES INC | 31301 | 2104053 | CORE MSCI EMKT |
| AMERICAN CENTY ETF TR | 21702 | 2039337 | INTL SMCP VLU |
| ISHARES TR | 15360 | 1845965 | CORE S&P SCP ETF |
| ISHARES TR | 2674 | 1831530 | CORE S&P500 ETF |
| ISHARES GOLD TR | 21253 | 1725106 | ISHARES NEW |
| ISHARES TR | 15761 | 1688161 | NATIONAL MUN ETF |
| ISHARES TR | 12098 | 1591976 | S&P MC 400VL ETF |
| VANGUARD MUN BD FDS | 31113 | 1564673 | TAX EXEMPT BD |
| INVESCO EXCHANGE TRADED FD T | 7983 | 1529223 | S&P500 EQL WGT |
| ISHARES TR | 12751 | 1450044 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 12851 | 1137185 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 27095 | 1093283 | STATE STREET REA |
| DIMENSIONAL ETF TRUST | 28031 | 1065178 | INTL SMALL CAP V |
| VANGUARD BD INDEX FDS | 11716 | 867804 | TOTAL BND MRKT |
| NVIDIA CORPORATION | 4089 | 762599 | COM |
| APPLE INC | 2382 | 647571 | COM |
| VANGUARD SCOTTSDALE FDS | 7734 | 616632 | SHRT TRM CORP BD |
| MICROSOFT CORP | 1160 | 560999 | COM |
| SPDR S&P 500 ETF TR | 812 | 553719 | TR UNIT |
| ISHARES TR | 9311 | 498232 | NEW YORK MUN ETF |
| LITMAN GREGORY FDS TR | 16332 | 458276 | IMGP DBI MANAGED |
| VANGUARD INDEX FDS | 1366 | 430017 | LARGE CAP ETF |
| AMAZON COM INC | 1775 | 409706 | COM |
| ISHARES INC | 5559 | 404028 | MSCI EMRG CHN |
| META PLATFORMS INC | 503 | 332025 | CL A |
| ALPHABET INC | 949 | 297037 | CAP STK CL A |
| VANGUARD INDEX FDS | 821 | 275257 | TOTAL STK MKT |
| ALPHABET INC | 875 | 274575 | CAP STK CL C |
| BROADCOM INC | 759 | 262690 | COM |
| SALESFORCE INC | 944 | 250075 | COM |
| JPMORGAN CHASE & CO. | 764 | 246176 | COM |
| ISHARES TR | 4271 | 230848 | MSCI INDIA ETF |
| ISHARES TR | 5017 | 215079 | 0-5YR HI YL CP |
| BERKSHIRE HATHAWAY INC DEL | 419 | 210610 | CL B NEW |
| ISHARES TR | 2388 | 205965 | MSCI EAFE MIN VL |
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