§ 13F · FUND PROFILE
Hudson Oak Wealth Advisory LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 55Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$113.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 18K | $11.1T | 9.8% | NEW |
| 2 | IEFA | ISHARES TR | 117K | $10.5T | 9.2% | NEW |
| 3 | DDOG | DATADOG INC | 51K | $6.9T | 6.1% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 102K | $6.4T | 5.6% | NEW |
| 5 | QUAL | ISHARES TR | 23K | $4.6T | 4.1% | NEW |
| 6 | VTV | VANGUARD INDEX FDS | 21K | $4.1T | 3.6% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 73K | $3.9T | 3.5% | NEW |
| 8 | IJH | ISHARES TR | 58K | $3.8T | 3.4% | NEW |
| 9 | AGG | ISHARES TR | 38K | $3.8T | 3.3% | NEW |
| 10 | ICSH | ISHARES TR | 73K | $3.7T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Oak Wealth Advisory LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed