Hudson Oak Wealth Advisory LLC
CIK 0002088700 · HOBOKEN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
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
Top Holdings
VOO
VANGUARD INDEX FDS
9.6%
IEFA
ISHARES TR
9.0%
DDOG
DATADOG INC
8.1%
VEA
VANGUARD TAX-MANAGED FDS
5.5%
QUAL
ISHARES TR
3.9%
IJH
ISHARES TR
3.6%
VTV
VANGUARD INDEX FDS
3.5%
VWO
VANGUARD INTL EQUITY INDEX F
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.