Hudson Oak Wealth Advisory LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Hudson Oak Wealth Advisory LLC reported 52 stock positions worth $129.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.0%) and Datadog Class A (DDOG, 8.1%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 17 and reduced 30. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- HOBOKEN, NJ
- CIK
- 0002088700
- Portfolio Value
- $129.7M (Q2 2026)
- SEC Filing
- 0002088700-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 52 stocks · $129.7M
| VOO Vanguard S&P 500 ETF | 9.62% | 18,165 | $12.5M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 9.03% | 121,238 | $11.7M | Add +1.8% |
| DDOG Datadog Inc. Class A | 8.14% | 40,528 | $10.6M | Reduce -20.2% |
| VEA Vanguard Ftse Developed ETF | 5.46% | 99,374 | $7.1M | Reduce -4.0% |
| QUAL iShares MSCI USA Quality Fac | 3.93% | 23,235 | $5.1M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 3.55% | 59,757 | $4.6M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.52% | 20,970 | $4.6M | Reduce -2.0% |
| VWO Vanguard Ftse Emerging Marke | 3.51% | 76,239 | $4.6M | Add +2.6% |
| AGG iShares Core U.S. Aggregate | 3.36% | 44,053 | $4.4M | Add +12.1% |
| AVLV Avantis US Large Cap Value | 3.15% | 44,804 | $4.1M | Add +0.1% |
| ICSH iShares Ultra Short Duration | 3.14% | 80,420 | $4.1M | Add +7.3% |
| AVUV Avantis US Small Cap Value | 3.09% | 32,134 | $4.0M | Reduce -3.5% |
| MTUM iShares MSCI USA Momentum Fa | 2.71% | 10,235 | $3.5M | Reduce -2.3% |
| SUB iShares Short-Term National | 2.32% | 28,307 | $3.0M | Reduce -0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.22% | 31,463 | $2.9M | Reduce -2.3% |
| SPTS SS SPDR P St Term TSY ETF | 2.10% | 93,896 | $2.7M | Add +18.5% |
| GLDM SPDR Gold Minishares Trust | 2.04% | 33,285 | $2.6M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.91% | 25,623 | $2.5M | Add +3.2% |
| IEMG iShares Core MSCI Emerging | 1.84% | 28,786 | $2.4M | Reduce -8.0% |
| ACWV iShares MSCI Global Min Vol | 1.84% | 19,825 | $2.4M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 1.83% | 11,154 | $2.4M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 1.82% | 15,904 | $2.4M | Reduce -3.1% |
| AVDV Avantis Intl S/C Value ETF | 1.70% | 21,329 | $2.2M | Reduce -3.2% |
| MUB iShares National Muni Bond E | 1.61% | 19,351 | $2.1M | Add +19.5% |
| IVV iShares Core S&P 500 ETF | 1.44% | 2,497 | $1.9M | Reduce -6.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.36% | 11,906 | $1.8M | Reduce -1.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.31% | 12,396 | $1.7M | Reduce -2.8% |
| IAU iShares Gold Trust | 1.28% | 22,007 | $1.7M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.20% | 30,746 | $1.6M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 1.03% | 13,888 | $1.3M | Add +5.3% |
| XLRE SS Real Estate Select Sector | 0.99% | 29,010 | $1.3M | Reduce -5.0% |
| DISV Dimensional International SM | 0.86% | 27,898 | $1.1M | Add +0.3% |
| BND Vanguard Total Bond Market | 0.69% | 12,256 | $900K | Add +4.6% |
| NVDA Nvidia Corp. | 0.63% | 4,098 | $820K | Add +1.3% |
| AAPL Apple Inc. | 0.51% | 2,270 | $657K | Reduce -3.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.49% | 6,200 | $634K | Reduce -15.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.49% | 8,011 | $633K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 812 | $606K | No change |
| NYF iShares New York Muni Bond E | 0.41% | 9,787 | $528K | Add +1.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.39% | 4,749 | $512K | Reduce -4.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.39% | 16,332 | $500K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.37% | 1,382 | $475K | Add +1.2% |
| AMZN Amazon.com Inc. | 0.32% | 1,753 | $418K | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.26% | 902 | $336K | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.25% | 917 | $328K | Reduce -3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 815 | $302K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 836 | $295K | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.22% | 742 | $280K | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.21% | 481 | $271K | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.19% | 740 | $242K | Reduce -1.9% |
| MU Micron Technology Inc. | 0.18% | 197 | $227K | New |
| AMD Advanced Micro Devices | 0.17% | 374 | $217K | New |
Portfolio Sells Q1 2026 → Q2 2026
| GLDM SPDR Gold Minishares Trust | Reduce -1.6% | 2.04% | −0.69 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.3% | 2.22% | −0.34 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.0% | 5.46% | −0.30 |
| SUB iShares Short-Term National | Reduce -0.2% | 2.32% | −0.30 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.2% | 1.70% | −0.22 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.19 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.0% | 1.20% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.0% | 3.52% | −0.12 |
| AVUV Avantis US Small Cap Value | Reduce -3.5% | 3.09% | −0.10 |
| XLRE SS Real Estate Select Sector | Reduce -5.0% | 0.99% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -6.6% | 1.44% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.1% | 0.49% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -8.0% | 1.84% | −0.06 |
| MSFT Microsoft Corp. | Reduce -4.8% | 0.26% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 0.21% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.6% | 1.36% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -15.2% | 0.49% | −0.01 |
| AAPL Apple Inc. | Reduce -3.0% | 0.51% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 0.19% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.8% | 1.31% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 3.55% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 0.32% | 0.00 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -4.3% | 0.39% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.23% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.23% | +0.01 |
| AVGO Broadcom Inc. | Reduce -3.4% | 0.22% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 3.93% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.25% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 1.82% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.3% | 2.71% | +0.52 |
| DDOG Datadog Inc. Class A | Reduce -20.2% | 8.14% | +2.93 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +1.0% | 9.62% | +0.28 |
| MU Micron Technology Inc. | New | 0.18% | +0.18 |
| AMD Advanced Micro Devices | New | 0.17% | +0.17 |
| MUB iShares National Muni Bond E | Add +19.5% | 1.61% | +0.11 |
| SPTS SS SPDR P St Term TSY ETF | Add +18.5% | 2.10% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +2.6% | 3.51% | +0.02 |
| NVDA Nvidia Corp. | Add +1.3% | 0.63% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +5.3% | 1.03% | +0.02 |
| AVLV Avantis US Large Cap Value | Add +0.1% | 3.15% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.2% | 0.37% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 1.83% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +12.1% | 3.36% | −0.03 |
| NYF iShares New York Muni Bond E | Add +1.1% | 0.41% | −0.04 |
| BND Vanguard Total Bond Market | Add +4.6% | 0.69% | −0.06 |
| DISV Dimensional International SM | Add +0.3% | 0.86% | −0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.2% | 1.91% | −0.09 |
| ACWV iShares MSCI Global Min Vol | Add +3.3% | 1.84% | −0.15 |
| ICSH iShares Ultra Short Duration | Add +7.3% | 3.14% | −0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.8% | 9.03% | −0.33 |