Hudson Oak Wealth Advisory LLC

Est. AUM

$115.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$10.8M	119074	9.37%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.7M	17987	9.34%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.6M	103550	5.76%	SOLE
4	DATADOG INC	CL A COM	$6.0M	50765	5.21%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$4.5M	23529	3.92%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$4.2M	21404	3.65%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$4.1M	60594	3.55%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.0M	74285	3.49%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$3.9M	39290	3.39%	SOLE
10	ISHARES TR	ULTRA SHORT DUR	$3.8M	74962	3.30%	SOLE
11	AMERICAN CENTY ETF TR	US SML CP VALU	$3.7M	33291	3.19%	SOLE
12	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.6M	44769	3.13%	SOLE
13	WORLD GOLD TR	SPDR GLD MINIS	$3.1M	33823	2.72%	SOLE
14	ISHARES TR	SHRT NAT MUN ETF	$3.0M	28368	2.62%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	32197	2.56%	SOLE
16	ISHARES TR	MSCI USA MMENTM	$2.5M	10480	2.19%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	79249	2.01%	SOLE
18	ISHARES TR	MSCI USA MIN VOL	$2.3M	24820	2.00%	SOLE
19	ISHARES INC	MSCI GBL MIN VOL	$2.3M	19188	1.99%	SOLE
20	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.2M	22030	1.91%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$2.2M	31301	1.90%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	11112	1.85%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$2.0M	16411	1.77%	SOLE
24	ISHARES GOLD TR	ISHARES NEW	$1.9M	22007	1.69%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$1.7M	2674	1.52%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$1.7M	16192	1.49%	SOLE
27	ISHARES TR	S&P MC 400VL ETF	$1.6M	12098	1.39%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	31070	1.35%	SOLE
29	ISHARES TR	SP SMCP600VL ETF	$1.5M	12751	1.31%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET REA	$1.2M	30551	1.08%	SOLE
31	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	13185	1.02%	SOLE
32	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.1M	27827	0.95%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$862K	11716	0.75%	SOLE
34	NVIDIA CORPORATION	COM	$705K	4046	0.61%	SOLE
35	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$635K	8021	0.55%	SOLE
36	APPLE INC	COM	$593K	2340	0.52%	SOLE
37	ISHARES INC	MSCI EMRG CHN	$574K	7309	0.50%	SOLE
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$528K	812	0.46%	SOLE
39	ISHARES TR	NEW YORK MUN ETF	$514K	9679	0.45%	SOLE
40	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$492K	16332	0.43%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$454K	4965	0.39%	SOLE
42	VANGUARD INDEX FDS	LARGE CAP ETF	$408K	1366	0.35%	SOLE
43	AMAZON COM INC	COM	$370K	1781	0.32%	SOLE
44	MICROSOFT CORP	COM	$350K	947	0.30%	SOLE
45	META PLATFORMS INC	CL A	$286K	501	0.25%	SOLE
46	ALPHABET INC	CAP STK CL A	$272K	947	0.24%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$263K	821	0.23%	SOLE
48	ALPHABET INC	CAP STK CL C	$251K	875	0.22%	SOLE
49	BROADCOM INC	COM	$237K	768	0.21%	SOLE
50	ISHARES TR	MSCI INDIA ETF	$222K	4744	0.19%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.