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CIK: 0002088700
Total reported value
$130.0M
$130.0M
52 檔
36.1%
During the Q2 2026 filing period, Hudson Oak Wealth Advisory LLC (CIK: 0002088700) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $130.0M across 52 reported positions.
In Q2 2026, Hudson Oak Wealth Advisory LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IEFA, DDOG) accounted for 36.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $227.4K
Top Position Liquidated / Trimmed
INDA
前期市值: $222.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.62% | +0.10% | +0.99% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.03% | +0.07% | +1.82% | |
| 3 | DDOG | Datadog Inc - Class A | Stock-Tech | 8.14% | +0.40% | -20.17% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.46% | -0.03% | -4.03% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.93% | -0.06% | -1.25% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.55% | -0.13% | -1.38% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.52% | -0.08% | -2.03% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.51% | +0.06% | +2.63% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.36% | -0.10% | +12.12% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.15% | — | +0.08% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.14% | +0.02% | +7.28% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.09% | -0.17% | -3.48% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.71% | -0.21% | -2.34% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 2.32% | +0.07% | -0.21% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.22% | -0.02% | -2.28% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.10% | +0.03% | +18.48% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.04% | -0.04% | -1.59% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.91% | +0.02% | +3.24% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | -0.09% | -8.03% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.84% | +0.07% | +3.32% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.83% | -0.04% | +0.38% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | -0.10% | -3.09% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.70% | +0.13% | -3.18% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 1.61% | +0.02% | +19.51% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.04% | -6.62% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.36% | -0.13% | -1.59% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.31% | -0.16% | -2.78% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.28% | +0.04% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.20% | -0.08% | -1.04% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.03% | -0.01% | +5.33% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.99% | -0.10% | -5.04% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.86% | +0.03% | +0.26% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | — | +4.61% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.06% | +1.29% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.07% | -2.99% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | -0.04% | -15.17% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.49% | -0.01% | -0.12% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.01% | — | |
| 39 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.41% | -0.03% | +1.12% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.39% | — | -4.35% | |
| 41 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.39% | +0.01% | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | +0.02% | +1.17% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.04% | -1.57% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.07% | -4.75% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.01% | -3.17% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.03% | -0.73% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.01% | -4.46% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.02% | -3.39% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | +0.06% | -3.99% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | -1.86% |
According to official SEC Form 13F filings, Hudson Oak Wealth Advisory LLC reported a total U.S. public equity portfolio value of $130.0M across 52 disclosed positions in Q2 2026.
During Q2 2026, Hudson Oak Wealth Advisory LLC's top holdings by market value included VOO (9.6%)、IEFA (9.0%)、DDOG (8.1%). The largest single position, VOO, represented 9.6% of total portfolio value.
In Q2 2026, Hudson Oak Wealth Advisory LLC made 51 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 30 holdings, and fully liquidating 2 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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