Q3 2026 13F · SEC CIK 2088700

Hudson Oak Wealth Advisory LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $130.0M
Reported positions: 54
Holdings vs S&P 500, 3 yrs: —
Assets under management: $133.9M

Hudson Oak Wealth Advisory LLC is a wealth manager that reported 54 positions worth $130.0M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard Index Fds (VOO, 9.7%), Ishares Tr (IEFA, 9.1%), Datadog Inc (DDOG, 8.5%).

Hudson Oak Wealth Advisory LLC holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hudson Oak Wealth Advisory LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	9.7%	9.6%	18,023	-0.8%	$12.6M
IEFAIshares Tr	9.1%	9.0%	122,042	+0.7%	$11.8M
DDOGDatadog Inc	8.5%	8.1%	40,528	+0.0%	$11.1M
VEAVanguard Ftse Developed Markets Index Fu	5.4%	5.5%	99,882	+0.5%	$7.1M
QUALIshares Tr	3.9%	3.9%	22,613	-2.7%	$5.0M
VWOVanguard Intl Equity Index F	3.6%	3.5%	78,254	+2.6%	$4.6M
VTVVanguard Index Fds	3.4%	3.5%	20,665	-1.5%	$4.5M
IJHIshares Tr	3.4%	3.6%	61,734	+3.3%	$4.4M
AGGIshares Tr	3.3%	3.4%	44,809	+1.7%	$4.2M
ICSHIshares Tr	3.2%	3.1%	81,503	+1.3%	$4.1M
AVLVAmerican Centy ETF Tr	3.1%	3.2%	45,252	+1.0%	$4.1M
AVUVAmerican Centy ETF Tr	2.9%	3.1%	32,279	+0.5%	$3.8M
MTUMIshares Tr	2.5%	2.7%	10,231	-0.0%	$3.2M
SUBIshares Tr	2.4%	2.3%	29,758	+5.1%	$3.1M
BILSpdr Series Trust	2.2%	2.2%	31,227	-0.8%	$2.9M
SPTSSpdr Series Trust	2.1%	2.1%	96,768	+3.1%	$2.8M
GLDMWorld Gold Tr	2.0%	2.0%	31,635	-5.0%	$2.6M
USMVIshares Tr	1.9%	1.9%	25,714	+0.4%	$2.5M
ACWVIshares Inc	1.9%	1.8%	20,210	+1.9%	$2.5M
AVDVAmerican Centy ETF Tr	1.8%	1.7%	21,713	+1.8%	$2.4M
RSPInvesco Exchange Traded Fd T	1.8%	1.8%	11,156	+0.0%	$2.3M
IEMGIshares Inc	1.8%	1.8%	28,034	-2.6%	$2.3M
IJRIshares Tr	1.7%	1.8%	16,399	+3.1%	$2.2M
MUBIshares Tr	1.6%	1.6%	20,926	+8.1%	$2.1M
IVVIshares Tr	1.4%	1.4%	2,377	-4.8%	$1.8M
IAUIshares Gold Tr	1.3%	1.3%	22,007	+0.0%	$1.7M
IJJIshares Tr	1.2%	1.4%	11,612	-2.5%	$1.6M
IJSIshares Tr	1.2%	1.3%	11,693	-5.7%	$1.5M
VTEBVanguard Mun Bd Fds	1.1%	1.2%	30,680	-0.2%	$1.5M
VNQVanguard Index Fds	1.0%	1.0%	14,741	+6.1%	$1.3M
DISVDimensional ETF Trust	0.9%	0.9%	26,794	-4.0%	$1.2M
XLRESelect Sector Spdr Tr	0.9%	1.0%	28,215	-2.7%	$1.2M
BNDVanguard Bd Index Fds	0.7%	0.7%	12,856	+4.9%	$902K
NVDANvidia Corporation	0.7%	0.6%	3,904	-4.7%	$892K
AAPLApple Inc	0.6%	0.5%	2,263	-0.3%	$754K
VCSHVanguard Scottsdale Fds	0.5%	0.5%	8,138	+1.6%	$629K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	812	+0.0%	$619K
EMXCIshares Inc	0.5%	0.5%	5,934	-4.3%	$588K
DBMFIm Global Partner Funds	0.4%	0.4%	16,094	-1.5%	$524K
VVVanguard Index Fds	0.4%	0.4%	1,446	+4.6%	$509K
CWBSpdr Series Trust	0.4%	0.4%	4,962	+4.5%	$502K
NYFIshares Tr	0.4%	0.4%	9,787	+0.0%	$494K
AMZNAmazon Com Inc	0.4%	0.3%	1,872	+6.8%	$466K
MSFTMicrosoft Corp	0.3%	0.3%	842	-6.7%	$432K
METAMeta Platforms Inc	0.3%	0.2%	480	-0.2%	$348K
VTIVanguard Index Fds	0.3%	0.2%	914	+12.1%	$342K
GOOGLAlphabet Inc	0.2%	0.3%	913	-0.4%	$314K
GOOGAlphabet Inc	0.2%	0.2%	832	-0.5%	$283K
AVGOBroadcom Inc	0.2%	0.2%	741	-0.1%	$260K
JPMJpmorgan Chase & Co	0.2%	0.2%	734	-0.8%	$243K

What Hudson Oak Wealth Advisory LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTI Vanguard Index Fds+12.1% shares
MUB Ishares Tr+8.1% shares
AMZN Amazon Com Inc+6.8% shares
VNQ Vanguard Index Fds+6.1% shares
SUB Ishares Tr+5.1% shares

Reduced

MSFT Microsoft Corp-6.7% shares
IJS Ishares Tr-5.7% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$130.0M	54
Q2 2026	$129.7M	52
Q1 2026	$115.1M	52
Q4 2025	$113.3M	55

Questions about Hudson Oak Wealth Advisory LLC's portfolio

What stocks does Hudson Oak Wealth Advisory LLC own?

Hudson Oak Wealth Advisory LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 54 positions worth $130.0M. The largest are Vanguard Index Fds (VOO) at 9.7%, Ishares Tr (IEFA) at 9.1%, Datadog Inc (DDOG) at 8.5%, Vanguard Ftse Developed Markets Index Fu (VEA) at 5.4% and Ishares Tr (QUAL) at 3.9%.

What did Hudson Oak Wealth Advisory LLC buy last quarter?

In Q3 2026, Hudson Oak Wealth Advisory LLC added Vanguard Index Fds (VTI) (+12.1% shares), Ishares Tr (MUB) (+8.1% shares) and Amazon Com Inc (AMZN) (+6.8% shares), compared with its Q2 2026 filing.

What did Hudson Oak Wealth Advisory LLC sell last quarter?

In Q3 2026, Hudson Oak Wealth Advisory LLC Microsoft Corp (MSFT) (-6.7% shares) and Ishares Tr (IJS) (-5.7% shares), compared with its Q2 2026 filing.

When is Hudson Oak Wealth Advisory LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hudson Oak Wealth Advisory LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hudson Oak Wealth Advisory LLC manage?

Hudson Oak Wealth Advisory LLC reported $133.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $130.0M.