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Hudson Oak Wealth Advisory LLC Portfolio
$130M across 54 positions as of 2026-09-30, with 53% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.5% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $12.6M | 9.7% | 18,023 |
| IEFAiShares Core MSCI EAFE ETF | $11.8M | 9.1% | 122,042 |
| DDOGDatadog Inc (Pre-Reincorporation) | $11.1M | 8.5% | 40,528 |
| VEAVanguard FTSE Developed Markets ETF | $7.1M | 5.4% | 99,882 |
| QUALiShares MSCI USA Quality Factor ETF | $5M | 3.9% | 22,613 |
| VWOVanguard FTSE Emerging Markets ETF | $4.6M | 3.6% | 78,254 |
| VTVVanguard Value ETF | $4.5M | 3.4% | 20,665 |
| IJHiShares Core S&P Mid-Cap ETF | $4.4M | 3.4% | 61,734 |
| AGGiShares Core U.S. Aggregate Bond ETF | $4.2M | 3.3% | 44,809 |
| ICSHISHARES TR | $4.1M | 3.2% | 81,503 |
| AVLVAvantis U.S. Large Cap Value ETF | $4.1M | 3.1% | 45,252 |
| AVUVAvantis U.S. Small Cap Value ETF | $3.8M | 2.9% | 32,279 |
| MTUMiShares MSCI USA Momentum Factor ETF | $3.2M | 2.5% | 10,231 |
| SUBiShares Short-Term National Muni Bond ETF | $3.1M | 2.4% | 29,758 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2.9M | 2.2% | 31,227 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $2.8M | 2.1% | 96,768 |
| GLDMSPDR Gold MiniShares Trust | $2.6M | 2.0% | 31,635 |
| USMViShares MSCI USA Min Vol Factor ETF | $2.5M | 1.9% | 25,714 |
| ACWViShares MSCI Global Min Vol Factor ETF | $2.5M | 1.9% | 20,210 |
| AVDVAvantis International Small Cap Value ETF | $2.4M | 1.8% | 21,713 |
| RSPInvesco S&P 500 Equal Weight ETF | $2.3M | 1.8% | 11,156 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.3M | 1.8% | 28,034 |
| IJRiShares Core S&P Small-Cap ETF | $2.2M | 1.7% | 16,399 |
| MUBiShares National Muni Bond ETF | $2.1M | 1.6% | 20,926 |
| IVViShares Core S&P 500 ETF | $1.8M | 1.4% | 2,377 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.7M | 1.3% | 22,007 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $1.6M | 1.2% | 11,612 |
| IJSiShares S&P SmallCap 600 Value ETF | $1.5M | 1.2% | 11,693 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.5M | 1.1% | 30,680 |
| VNQVanguard Real Estate ETF | $1.3M | 1.0% | 14,741 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $1.2M | 0.9% | 26,794 |
| XLREReal Estate Select Sector SPDR Fund | $1.2M | 0.9% | 28,215 |
| BNDVanguard Total Bond Market ETF | $901.8K | 0.7% | 12,856 |
| NVDANVIDIA Corp | $891.6K | 0.7% | 3,904 |
| AAPLApple Inc | $753.6K | 0.6% | 2,263 |
| VCSHVanguard Short-Term Corporate Bond ETF | $628.7K | 0.5% | 8,138 |
| SPYState Street SPDR S&P 500 ETF Trust | $619.3K | 0.5% | 812 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $587.9K | 0.5% | 5,934 |
| IM GLOBAL PARTNER FUNDS | $523.5K | 0.4% | 16,094 |
| VVVanguard Large-Cap ETF | $508.8K | 0.4% | 1,446 |
| CWBSPDR Bloomberg Convertible Securities ETF | $502.1K | 0.4% | 4,962 |
| ISHARES TR | $494.4K | 0.4% | 9,787 |
| AMZNAmazon.com Inc | $466.4K | 0.4% | 1,872 |
| MSFTMicrosoft Corp | $431.9K | 0.3% | 842 |
| METAMeta Platforms Inc | $348.1K | 0.3% | 480 |
| VTIVanguard Total Stock Market ETF | $342.1K | 0.3% | 914 |
| GOOGLAlphabet Inc | $314.1K | 0.2% | 913 |
| GOOGAlphabet Inc | $283.5K | 0.2% | 832 |
| AVGOBroadcom Inc | $260.2K | 0.2% | 741 |
| JPMJPMorgan Chase & Co | $242.8K | 0.2% | 734 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $217.1K | 0.2% | 5,264 |
| AMDAdvanced Micro Devices Inc | $215.3K | 0.2% | 352 |
| CRMSalesforce Inc | $208K | 0.2% | 906 |
| QQQInvesco QQQ Trust, Series 1 | $206.4K | 0.2% | 279 |
Quarter ending 2026-09-30.
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