Hudson Oak Wealth Advisory LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Hudson Oak Wealth Advisory LLC reported 55 stock positions worth $113.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.2%) and Datadog Class A (DDOG, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- HOBOKEN, NJ
- CIK
- 0002088700
- Portfolio Value
- $113.3M (Q4 2025)
- SEC Filing
- 0002088700-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 55 stocks · $113.3M
| VOO Vanguard S&P 500 ETF | 9.81% | 17,738 | $11.1M | — |
| IEFA iShares Core MSCI Eafe ETF | 9.24% | 117,104 | $10.5M | — |
| DDOG Datadog Inc. Class A | 6.09% | 50,762 | $6.9M | — |
| VEA Vanguard Ftse Developed ETF | 5.61% | 101,776 | $6.4M | — |
| QUAL iShares MSCI USA Quality Fac | 4.05% | 23,115 | $4.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.61% | 21,425 | $4.1M | — |
| VWO Vanguard Ftse Emerging Marke | 3.47% | 73,262 | $3.9M | — |
| IJH iShares Core S&P Midcap ETF | 3.39% | 58,284 | $3.8M | — |
| AGG iShares Core U.S. Aggregate | 3.33% | 37,845 | $3.8M | — |
| ICSH iShares Ultra Short Duration | 3.24% | 72,697 | $3.7M | — |
| AVUV Avantis US Small Cap Value | 2.95% | 32,789 | $3.3M | — |
| AVLV Avantis US Large Cap Value | 2.75% | 41,212 | $3.1M | — |
| SUB iShares Short-Term National | 2.66% | 28,211 | $3.0M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.61% | 32,318 | $3.0M | — |
| GLDM SPDR Gold Minishares Trust | 2.54% | 33,663 | $2.9M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.24% | 10,137 | $2.5M | — |
| SPTS SS SPDR P St Term TSY ETF | 1.99% | 77,168 | $2.3M | — |
| USMV iShares MSCI USA Min Vol Fac | 1.93% | 23,236 | $2.2M | — |
| ACWV iShares MSCI Global Min Vol | 1.90% | 18,150 | $2.2M | — |
| IEMG iShares Core MSCI Emerging | 1.86% | 31,301 | $2.1M | — |
| AVDV Avantis Intl S/C Value ETF | 1.80% | 21,702 | $2.0M | — |
| IJR iShares Core S&P Small-Cap E | 1.63% | 15,360 | $1.8M | — |
| IVV iShares Core S&P 500 ETF | 1.62% | 2,674 | $1.8M | — |
| IAU iShares Gold Trust | 1.52% | 21,253 | $1.7M | — |
| MUB iShares National Muni Bond E | 1.49% | 15,761 | $1.7M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.40% | 12,098 | $1.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.38% | 31,113 | $1.6M | — |
| RSP Invesco S&P 500 Equal Weight | 1.35% | 7,983 | $1.5M | — |
| IJS iShares S&P Small-Cap 600 Va | 1.28% | 12,751 | $1.5M | — |
| VNQ Vanguard Real Estate ETF | 1.00% | 12,851 | $1.1M | — |
| XLRE SS Real Estate Select Sector | 0.96% | 27,095 | $1.1M | — |
| DISV Dimensional International SM | 0.94% | 28,031 | $1.1M | — |
| BND Vanguard Total Bond Market | 0.77% | 11,716 | $868K | — |
| NVDA Nvidia Corp. | 0.67% | 4,089 | $763K | — |
| AAPL Apple Inc. | 0.57% | 2,382 | $648K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.54% | 7,734 | $617K | — |
| MSFT Microsoft Corp. | 0.49% | 1,160 | $561K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 812 | $554K | — |
| NYF iShares New York Muni Bond E | 0.44% | 9,311 | $498K | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.40% | 16,332 | $458K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.39% | 4,965 | $443K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.38% | 1,366 | $430K | — |
| AMZN Amazon.com Inc. | 0.36% | 1,775 | $410K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.36% | 5,559 | $404K | — |
| META Meta Platforms Inc. Class A | 0.29% | 503 | $332K | — |
| GOOGL Alphabet Inc. Class A | 0.26% | 949 | $297K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 821 | $275K | — |
| GOOG Alphabet Inc. Class C | 0.24% | 875 | $275K | — |
| AVGO Broadcom Inc. | 0.23% | 759 | $263K | — |
| CRM Salesforce Inc. | 0.22% | 944 | $250K | — |
| JPM JPMorgan Chase & Co. | 0.22% | 764 | $246K | — |
| INDA iShares MSCI India ETF | 0.20% | 4,271 | $231K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.19% | 5,017 | $215K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 419 | $211K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.18% | 2,388 | $206K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.