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CIK: 0002088700
Total reported value
$129.7M
$129.7M
55 檔
30.4%
The Q4 2025 SEC filing reveals that Hudson Oak Wealth Advisory LLC held a total portfolio value of $129.7M, covering 55 public equity positions.
During Q4 2025, Hudson Oak Wealth Advisory LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.81% | +0.28% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.24% | -0.34% | — | |
| 3 | DDOG | Datadog Inc - Class A | Stock-Tech | 6.09% | +2.93% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.61% | -0.31% | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.05% | +0.01% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.61% | -0.13% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.47% | +0.02% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.39% | -0.01% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.33% | -0.03% | — | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.24% | -0.16% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.95% | -0.11% | — | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.75% | +0.01% | — | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.66% | -0.30% | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.61% | -0.34% | — | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.54% | -0.68% | — | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.24% | +0.52% | — | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.99% | +0.09% | — | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.93% | -0.09% | — | |
| 19 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.90% | -0.15% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.86% | -0.06% | — | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.80% | -0.21% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.63% | +0.05% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | -0.08% | — | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.52% | -0.41% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.49% | +0.12% | — | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.40% | -0.03% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.38% | -0.15% | — | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | -0.02% | — | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.28% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | +0.01% | — | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.96% | -0.09% | — | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.94% | -0.09% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | -0.06% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.02% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.01% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | -0.06% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.01% | — | |
| 39 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.44% | -0.04% | — | |
| 40 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.40% | -0.04% | — | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.39% | — | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.38% | +0.02% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | — | — | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.36% | -0.01% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.04% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.01% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.01% | — | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.22% | — | — |
According to official SEC Form 13F filings, Hudson Oak Wealth Advisory LLC reported a total U.S. public equity portfolio value of $129.7M across 55 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IEFA, DDOG) accounted for 30.4% of total reported equity market value during Q4 2025.
During Q4 2025, Hudson Oak Wealth Advisory LLC's top holdings by market value included VOO (9.8%)、IEFA (9.2%)、DDOG (6.1%). The largest single position, VOO, represented 9.8% of total portfolio value.
In Q4 2025, Hudson Oak Wealth Advisory LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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