Hudson Oak Wealth Advisory LLC
CIK 2088700 · View on SEC EDGAR ↗
- Portfolio value
- $129.7M
- Positions
- 52
- As of
- June 30, 2026
#7,832 of 9,443 by 13F value · top 82.9%
Portfolio value QoQ: +12.6% 13F does not disclose cash
- Top 10 holdings weight
- 53.29%
- Top 25 holdings weight
- 84.89%
- Positions above 1%
- 30
- Effective number of positions
- 23.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.21% Est. buys $2,703,113 · sells $4,856,805
- New positions
- 2
- Increased
- 17
- Decreased
- 30
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
10.1%
Communication Services
0.7%
Retail
0.3%
Financials
0.2%
Other/Unmapped
88.7%
Full portfolio 52 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $12,476,074 | 9.62% | 18,165 | $1,727,794 | Up ×2 | ||
| IEFA | $11,709,166 | 9.03% | 121,238 | $929,397 | Up ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $10,551,870 | 8.14% | 40,528 | $4,559,062 | Down ×1 | ||
| VEA | $7,080,398 | 5.46% | 99,374 | $444,914 | Down ×1 | ||
| QUAL | $5,098,456 | 3.93% | 23,235 | $585,359 | Down ×1 | ||
| IJH | $4,607,862 | 3.55% | 59,757 | $515,949 | Down ×1 | ||
| VTV | $4,569,992 | 3.52% | 20,970 | $370,527 | Down ×2 | ||
| VWO | $4,550,706 | 3.51% | 76,239 | $535,602 | Up ×2 | ||
| AGG | $4,360,366 | 3.36% | 44,053 | $460,048 | Up ×2 | ||
| AVLV | $4,086,573 | 3.15% | 44,804 | $477,744 | Up ×2 | ||
| ICSH | $4,067,644 | 3.14% | 80,420 | $273,068 | Up ×2 | ||
| AVUV | $4,009,038 | 3.09% | 32,134 | $331,381 | Down ×1 | ||
| MTUM | $3,508,865 | 2.71% | 10,235 | $993,770 | Down ×1 | ||
| SUB | $3,013,846 | 2.32% | 28,307 | $-7,346 | Down ×1 | ||
| BIL | $2,883,269 | 2.22% | 31,463 | $-67,264 | Down ×2 | ||
| SPTS | $2,723,923 | 2.10% | 93,896 | $411,437 | Up ×2 | ||
| GLDM | $2,643,495 | 2.04% | 33,285 | $-491,559 | Down ×1 | ||
| USMV | $2,471,595 | 1.91% | 25,623 | $169,788 | Up ×2 | ||
| IEMG | $2,384,632 | 1.84% | 28,786 | $201,387 | Down ×1 | ||
| ACWV | $2,383,560 | 1.84% | 19,825 | $90,402 | Up ×2 | ||
| RSP | $2,373,237 | 1.83% | 11,154 | $240,622 | Up ×2 | ||
| IJR | $2,358,722 | 1.82% | 15,904 | $318,671 | Down ×1 | ||
| AVDV | $2,197,953 | 1.70% | 21,329 | $-1,963 | Down ×1 | ||
| MUB | $2,082,555 | 1.61% | 19,351 | $363,774 | Up ×2 | ||
| IVV | $1,869,978 | 1.44% | 2,497 | $123,294 | Down ×1 | ||
| IJJ | $1,758,873 | 1.36% | 11,906 | $155,888 | Down ×1 | ||
| IJS | $1,694,285 | 1.31% | 12,396 | $183,929 | Down ×1 | ||
| IAU | $1,661,749 | 1.28% | 22,007 | $-278,388 | |||
| VTEB | $1,555,133 | 1.20% | 30,746 | $5,051 | Down ×2 | ||
| VNQ | $1,339,220 | 1.03% | 13,888 | $169,710 | Up ×2 | ||
| XLRE XLRE | $1,277,310 | 0.99% | 29,010 | $29,913 | Down ×1 | ||
| DISV | $1,119,547 | 0.86% | 27,898 | $22,050 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $899,713 | 0.69% | 12,256 | $36,947 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $819,969 | 0.63% | 4,098 | $114,347 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $656,847 | 0.51% | 2,270 | $62,978 | Down ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $634,260 | 0.49% | 6,200 | $59,334 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $633,109 | 0.49% | 8,011 | $-2,716 | Down ×1 | ||
| SPY SPY | $606,377 | 0.47% | 812 | $78,301 | |||
| NYF | $527,568 | 0.41% | 9,787 | $13,420 | Up ×2 | ||
| CWB | $512,037 | 0.39% | 4,749 | $57,640 | Down ×1 | ||
| DBMF | $499,923 | 0.39% | 16,332 | $7,513 | |||
| VV | $475,284 | 0.37% | 1,382 | $67,055 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $417,810 | 0.32% | 1,753 | $46,881 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $336,464 | 0.26% | 902 | $-14,087 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $327,708 | 0.25% | 917 | $55,389 | Down ×2 | ||
| VTI | $301,583 | 0.23% | 815 | $38,198 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $295,384 | 0.23% | 836 | $44,381 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $280,291 | 0.22% | 742 | $42,587 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $270,942 | 0.21% | 481 | $-15,695 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $242,224 | 0.19% | 740 | $20,427 | Down ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $227,395 | 0.18% | 197 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $217,260 | 0.17% | 374 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DDOG | Trimmed | -10K | +$4.6M |
| VOO | Bought more | +178 | +$1.7M |
| MTUM | Trimmed | -245 | +$994K |
| IEFA | Bought more | +2K | +$929K |
| QUAL | Trimmed | -294 | +$585K |
| VWO | Bought more | +2K | +$536K |
| IJH | Trimmed | -837 | +$516K |
| GLDM | Trimmed | -538 | -$492K |
| AVLV | Bought more | +35 | +$478K |
| AGG | Bought more | +5K | +$460K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CRM | March 31, 2026 | 944 | $250,075 | 10.1% |
| INDA | June 30, 2026 | 4,744 | $222,209 | No longer tracked |
| EFAV | June 30, 2026 | 2,410 | $220,202 | No longer tracked |
| SHYG | March 31, 2026 | 5,017 | $215,079 | No longer tracked |
| BRKB | March 31, 2026 | 419 | $210,610 | No longer tracked |