Hudson Oak Wealth Advisory LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Hudson Oak Wealth Advisory LLC reported 52 stock positions worth $115.1 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.3%) and Vanguard Ftse Developed ETF (VEA, 5.8%). Compared with Q4 2025, it sold out of 3, added to 31 and reduced 10. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +39%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- HOBOKEN, NJ
- CIK
- 0002088700
- Portfolio Value
- $115.1M (Q1 2026)
- SEC Filing
- 0002088700-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 52 stocks · $115.1M
| IEFA iShares Core MSCI Eafe ETF | 9.37% | 119,074 | $10.8M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 9.34% | 17,987 | $10.7M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 5.77% | 103,550 | $6.6M | Add +1.7% |
| DDOG Datadog Inc. Class A | 5.21% | 50,765 | $6.0M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 3.92% | 23,529 | $4.5M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.65% | 21,404 | $4.2M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 3.56% | 60,594 | $4.1M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 3.49% | 74,285 | $4.0M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 3.39% | 39,290 | $3.9M | Add +3.8% |
| ICSH iShares Ultra Short Duration | 3.30% | 74,962 | $3.8M | Add +3.1% |
| AVUV Avantis US Small Cap Value | 3.20% | 33,291 | $3.7M | Add +1.5% |
| AVLV Avantis US Large Cap Value | 3.14% | 44,769 | $3.6M | Add +8.6% |
| GLDM SPDR Gold Minishares Trust | 2.72% | 33,823 | $3.1M | Add +0.5% |
| SUB iShares Short-Term National | 2.63% | 28,368 | $3.0M | Add +0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.56% | 32,197 | $3.0M | Reduce -0.4% |
| MTUM iShares MSCI USA Momentum Fa | 2.19% | 10,480 | $2.5M | Add +3.4% |
| SPTS SS SPDR P St Term TSY ETF | 2.01% | 79,249 | $2.3M | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 2.00% | 24,820 | $2.3M | Add +6.8% |
| ACWV iShares MSCI Global Min Vol | 1.99% | 19,188 | $2.3M | Add +5.7% |
| AVDV Avantis Intl S/C Value ETF | 1.91% | 22,030 | $2.2M | Add +1.5% |
| IEMG iShares Core MSCI Emerging | 1.90% | 31,301 | $2.2M | No change |
| RSP Invesco S&P 500 Equal Weight | 1.85% | 11,112 | $2.1M | Add +39.2% |
| IJR iShares Core S&P Small-Cap E | 1.77% | 16,411 | $2.0M | Add +6.8% |
| IAU iShares Gold Trust | 1.69% | 22,007 | $1.9M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 1.52% | 2,674 | $1.7M | No change |
| MUB iShares National Muni Bond E | 1.49% | 16,192 | $1.7M | Add +2.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.39% | 12,098 | $1.6M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.35% | 31,070 | $1.6M | Reduce -0.1% |
| IJS iShares S&P Small-Cap 600 Va | 1.31% | 12,751 | $1.5M | No change |
| XLRE SS Real Estate Select Sector | 1.08% | 30,551 | $1.2M | Add +12.8% |
| VNQ Vanguard Real Estate ETF | 1.02% | 13,185 | $1.2M | Add +2.6% |
| DISV Dimensional International SM | 0.95% | 27,827 | $1.1M | Reduce -0.7% |
| BND Vanguard Total Bond Market | 0.75% | 11,716 | $863K | No change |
| NVDA Nvidia Corp. | 0.61% | 4,046 | $706K | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.55% | 8,021 | $636K | Add +3.7% |
| AAPL Apple Inc. | 0.52% | 2,340 | $594K | Reduce -1.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.50% | 7,309 | $575K | Add +31.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 812 | $528K | No change |
| NYF iShares New York Muni Bond E | 0.45% | 9,679 | $514K | Add +4.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.43% | 16,332 | $492K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.39% | 4,965 | $454K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.35% | 1,366 | $408K | No change |
| AMZN Amazon.com Inc. | 0.32% | 1,781 | $371K | Add +0.3% |
| MSFT Microsoft Corp. | 0.30% | 947 | $351K | Reduce -18.4% |
| META Meta Platforms Inc. Class A | 0.25% | 501 | $287K | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 947 | $272K | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 821 | $263K | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 875 | $251K | No change |
| AVGO Broadcom Inc. | 0.21% | 768 | $238K | Add +1.2% |
| INDA iShares MSCI India ETF | 0.19% | 4,744 | $222K | Add +11.1% |
| JPM JPMorgan Chase & Co. | 0.19% | 754 | $222K | Reduce -1.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.19% | 2,410 | $220K | Add +0.9% |
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -18.4% | 0.30% | −0.19 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.19 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.61% | −0.06 |
| AAPL Apple Inc. | Reduce -1.8% | 0.52% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.25% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.4% | 2.56% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.1% | 1.35% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.24% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.19% | −0.02 |
| DISV Dimensional International SM | Reduce -0.7% | 0.95% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 3.65% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | Add +39.2% | 1.85% | +0.50 |
| AVLV Avantis US Large Cap Value | Add +8.6% | 3.14% | +0.38 |
| AVUV Avantis US Small Cap Value | Add +1.5% | 3.20% | +0.25 |
| GLDM SPDR Gold Minishares Trust | Add +0.5% | 2.72% | +0.19 |
| IAU iShares Gold Trust | Add +3.5% | 1.69% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +4.0% | 3.56% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 5.77% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +6.8% | 1.77% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +31.5% | 0.50% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.7% | 9.37% | +0.12 |
| XLRE SS Real Estate Select Sector | Add +12.8% | 1.08% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | Add +1.5% | 1.91% | +0.11 |
| ACWV iShares MSCI Global Min Vol | Add +5.7% | 1.99% | +0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +6.8% | 2.00% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +3.8% | 3.39% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +3.1% | 3.30% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | Add +2.7% | 2.01% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 3.49% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +2.6% | 1.02% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.9% | 0.19% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.7% | 0.55% | +0.01 |
| NYF iShares New York Muni Bond E | Add +4.0% | 0.45% | +0.01 |
| MUB iShares National Muni Bond E | Add +2.7% | 1.49% | +0.00 |
| INDA iShares MSCI India ETF | Add +11.1% | 0.19% | −0.01 |
| AVGO Broadcom Inc. | Add +1.2% | 0.21% | −0.03 |
| SUB iShares Short-Term National | Add +0.6% | 2.63% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.32% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +3.4% | 2.19% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +1.8% | 3.92% | −0.13 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 9.34% | −0.48 |
| DDOG Datadog Inc. Class A | Add +0.0% | 5.21% | −0.88 |