Hudson Oak Wealth Advisory LLC

CIK 0002088700 · HOBOKEN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Hudson Oak Wealth Advisory LLC reported 52 positions worth $129.7M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$129.7M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.3%
Est. Net Flow (Q)
2026 Q2
10 / 52 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$12.5M9.62%18,165
2IEFAISHARES TRSH$11.7M9.03%121,238
3DDOGDATADOG INCSH$10.6M8.14%40,528
4VEAVANGUARD TAX-MANAGED FDSSH$7.1M5.46%99,374
5QUALISHARES TRSH$5.1M3.93%23,235
6IJHISHARES TRSH$4.6M3.55%59,757
7VTVVANGUARD INDEX FDSSH$4.6M3.52%20,970
8VWOVANGUARD INTL EQUITY INDEX FSH$4.6M3.51%76,239
9AGGISHARES TRSH$4.4M3.36%44,053
10AVLVAMERICAN CENTY ETF TRSH$4.1M3.15%44,804

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hudson Oak Wealth Advisory LLC hold as of Q2 2026?

Hudson Oak Wealth Advisory LLC reported 52 positions worth $129.7M in its Q2 2026 13F filing. Largest positions: VOO (9.6%), IEFA (9.0%), DDOG (8.1%), VEA (5.5%) and QUAL (3.9%).

What did Hudson Oak Wealth Advisory LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hudson Oak Wealth Advisory LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.