Hudson Oak Wealth Advisory Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$115.1M
Q ending 2026-03-31
Prior quarter
$113.3M
Q ending 2025-12-31
Change
+1.5% QoQ
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IEFA | Shares | $10.8M | 119K |
| Vanguard Index Fds | VOO | Shares | $10.7M | 18K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.6M | 104K |
| Datadog Inc | DDOG | Shares | $6.0M | 51K |
| Ishares Tr | QUAL | Shares | $4.5M | 24K |
| Vanguard Index Fds | VTV | Shares | $4.2M | 21K |
| Ishares Tr | IJH | Shares | $4.1M | 61K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.0M | 74K |
| Ishares Tr | AGG | Shares | $3.9M | 39K |
| Ishares Tr | ICSH | Shares | $3.8M | 75K |
| American Centy Etf Tr | AVUV | Shares | $3.7M | 33K |
| American Centy Etf Tr | AVLV | Shares | $3.6M | 45K |
| World Gold Tr | GLDM | Shares | $3.1M | 34K |
| Ishares Tr | SUB | Shares | $3.0M | 28K |
| Spdr Series Trust | BIL | Shares | $3.0M | 32K |
| Ishares Tr | MTUM | Shares | $2.5M | 10K |
| Spdr Series Trust | SPTS | Shares | $2.3M | 79K |
| Ishares Tr | USMV | Shares | $2.3M | 25K |
| Ishares Inc | ACWV | Shares | $2.3M | 19K |
| American Centy Etf Tr | AVDV | Shares | $2.2M | 22K |
| Ishares Inc | IEMG | Shares | $2.2M | 31K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.1M | 11K |
| Ishares Tr | IJR | Shares | $2.0M | 16K |
| Ishares Gold Tr | IAU | Shares | $1.9M | 22K |
| Ishares Tr | IVV | Shares | $1.7M | 3K |
| Ishares Tr | MUB | Shares | $1.7M | 16K |
| Ishares Tr | IJJ | Shares | $1.6M | 12K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.6M | 31K |
| Ishares Tr | IJS | Shares | $1.5M | 13K |
| Select Sector Spdr Tr | XLRE | Shares | $1.2M | 31K |
| Vanguard Index Fds | VNQ | Shares | $1.2M | 13K |
| Dimensional Etf Trust | DISV | Shares | $1.1M | 28K |
| Vanguard Bd Index Fds | BND | Shares | $863K | 12K |
| Nvidia Corporation | NVDA | Shares | $706K | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $636K | 8K |
| Apple Inc | AAPL | Shares | $594K | 2K |
| Ishares Inc | EMXC | Shares | $575K | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $528K | 812 |
| Ishares Tr | NYF | Shares | $514K | 10K |
| Litman Gregory Fds Tr | DBMF | Shares | $492K | 16K |
| Spdr Series Trust | CWB | Shares | $454K | 5K |
| Vanguard Index Fds | VV | Shares | $408K | 1K |
| Amazon Com Inc | AMZN | Shares | $371K | 2K |
| Microsoft Corp | MSFT | Shares | $351K | 947 |
| Meta Platforms Inc | META | Shares | $287K | 501 |
| Alphabet Inc | GOOGL | Shares | $272K | 947 |
| Vanguard Index Fds | VTI | Shares | $263K | 821 |
| Alphabet Inc | GOOG | Shares | $251K | 875 |
| Broadcom Inc | AVGO | Shares | $238K | 768 |
| Ishares Tr | INDA | Shares | $222K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $222K | 754 |
| Ishares Tr | EFAV | Shares | $220K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.