§ 13F · FUND PROFILE
Hudson Oak Wealth Advisory LLC.
AUM · $130M (13F)Positions · 52Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$445K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 18K | $12M | 9.6% | +1% |
| 2 | IEFA | ISHARES TR | 121K | $12M | 9.0% | +2% |
| 3 | DDOG | DATADOG INC | 41K | $11M | 8.1% | −20% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 99K | $7M | 5.5% | −4% |
| 5 | QUAL | ISHARES TR | 23K | $5M | 3.9% | −1% |
| 6 | IJH | ISHARES TR | 60K | $5M | 3.6% | −1% |
| 7 | VTV | VANGUARD INDEX FDS | 21K | $5M | 3.5% | −2% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 76K | $5M | 3.5% | +3% |
| 9 | AGG | ISHARES TR | 44K | $4M | 3.4% | +12% |
| 10 | AVLV | AMERICAN CENTY ETF TR | 45K | $4M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Oak Wealth Advisory LLC is a Other fund managing $130 million in assets. The fund runs a portfolio of 52 positions.
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