Hudson Oak Wealth Advisory

HOBOKEN, NJfiles as Hudson Oak Wealth Advisory LLC

$130m in 52 US stocks at the end of 30 June 2026. The top 10 are 53.3% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$130m

Stocks

Top 10 share

53.3%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Intl Equity Index FVWO
3.5% of the fund
+3%
Ishares TRAGG
3.4% of the fund
+12%
Ishares TRICSH
3.1% of the fund
+7%
Spdr Series TrustSPTS
2.1% of the fund
+18%
Ishares TRUSMV
1.9% of the fund
+3%
IsharesACWV
1.8% of the fund
+3%
Ishares TRMUB
1.6% of the fund
+20%
Vanguard Index FDSVNQ
1.0% of the fund
+5%
Vanguard BD Index FDSBND
0.7% of the fund
+5%

Cut

Sold some of their stake.

DatadogDDOG
8.1% of the fund
-20%
Vanguard Tax-Managed FDSVEA
5.5% of the fund
-4%
Vanguard Index FDSVTV
3.5% of the fund
-2%
American Centy ETF TRAVUV
3.1% of the fund
-3%
Ishares TRMTUM
2.7% of the fund
-2%
Spdr Series TrustBIL
2.2% of the fund
-2%
IsharesIEMG
1.8% of the fund
-8%
Ishares TRIJR
1.8% of the fund
-3%
American Centy ETF TRAVDV
1.7% of the fund
-3%
Ishares TRIVV
1.4% of the fund
-7%
Ishares TRIJS
1.3% of the fund
-3%
Select Sector Spdr TRXLRE
1.0% of the fund
-5%
AppleAAPL
0.5% of the fund
-3%
IsharesEMXC
0.5% of the fund
-15%
Spdr Series TrustCWB
0.4% of the fund
-4%
MicrosoftMSFT
0.3% of the fund
-5%
AlphabetGOOGL
0.3% of the fund
-3%
AlphabetGOOG
0.2% of the fund
-4%
BroadcomAVGO
0.2% of the fund
-3%
Meta PlatformsMETA
0.2% of the fund
-4%

Sold out

Sold their entire stake.

Ishares TRINDA
-100%
Ishares TREFAV
-100%

Holdings

Vanguard Index FDSVOO
Share
9.6%
Value
$12m
Shares
18,165
Held
Ishares TRIEFA
Share
9.0%
Value
$12m
Shares
121,238
Held
DatadogDDOG
Share
8.1%
Value
$11m
Shares
40,528
-20%
Vanguard Tax-Managed FDSVEA
Share
5.5%
Value
$7m
Shares
99,374
-4%
Ishares TRQUAL
Share
3.9%
Value
$5m
Shares
23,235
Held
Ishares TRIJH
Share
3.6%
Value
$5m
Shares
59,757
Held
Vanguard Index FDSVTV
Share
3.5%
Value
$5m
Shares
20,970
-2%
Vanguard Intl Equity Index FVWO
Share
3.5%
Value
$5m
Shares
76,239
+3%
Ishares TRAGG
Share
3.4%
Value
$4m
Shares
44,053
+12%
American Centy ETF TRAVLV
Share
3.2%
Value
$4m
Shares
44,804
Held
Ishares TRICSH
Share
3.1%
Value
$4m
Shares
80,420
+7%
American Centy ETF TRAVUV
Share
3.1%
Value
$4m
Shares
32,134
-3%
Ishares TRMTUM
Share
2.7%
Value
$4m
Shares
10,235
-2%
Ishares TRSUB
Share
2.3%
Value
$3m
Shares
28,307
Held
Spdr Series TrustBIL
Share
2.2%
Value
$3m
Shares
31,463
-2%
Spdr Series TrustSPTS
Share
2.1%
Value
$3m
Shares
93,896
+18%
World Gold TRGLDM
Share
2.0%
Value
$3m
Shares
33,285
Held
Ishares TRUSMV
Share
1.9%
Value
$2m
Shares
25,623
+3%
IsharesIEMG
Share
1.8%
Value
$2m
Shares
28,786
-8%
IsharesACWV
Share
1.8%
Value
$2m
Shares
19,825
+3%
Invesco Exchange Traded FD TRSP
Share
1.8%
Value
$2m
Shares
11,154
Held
Ishares TRIJR
Share
1.8%
Value
$2m
Shares
15,904
-3%
American Centy ETF TRAVDV
Share
1.7%
Value
$2m
Shares
21,329
-3%
Ishares TRMUB
Share
1.6%
Value
$2m
Shares
19,351
+20%
Ishares TRIVV
Share
1.4%
Value
$2m
Shares
2,497
-7%
Ishares TRIJJ
Share
1.4%
Value
$2m
Shares
11,906
Held
Ishares TRIJS
Share
1.3%
Value
$2m
Shares
12,396
-3%
Ishares Gold TRIAU
Share
1.3%
Value
$2m
Shares
22,007
Held
Vanguard MUN BD FDSVTEB
Share
1.2%
Value
$2m
Shares
30,746
Held
Vanguard Index FDSVNQ
Share
1.0%
Value
$1m
Shares
13,888
+5%
Select Sector Spdr TRXLRE
Share
1.0%
Value
$1m
Shares
29,010
-5%
Dimensional ETF TrustDISV
Share
0.9%
Value
$1m
Shares
27,898
Held
Vanguard BD Index FDSBND
Share
0.7%
Value
$899,713
Shares
12,256
+5%
NvidiaNVDA
Share
0.6%
Value
$819,969
Shares
4,098
Held
AppleAAPL
Share
0.5%
Value
$656,847
Shares
2,270
-3%
IsharesEMXC
Share
0.5%
Value
$634,260
Shares
6,200
-15%
Vanguard Scottsdale FDSVCSH
Share
0.5%
Value
$633,109
Shares
8,011
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$606,377
Shares
812
Held
Ishares TRNYF
Share
0.4%
Value
$527,568
Shares
9,787
Held
Spdr Series TrustCWB
Share
0.4%
Value
$512,037
Shares
4,749
-4%
Litman Gregory FDS TRDBMF
Share
0.4%
Value
$499,923
Shares
16,332
Held
Vanguard Index FDSVV
Share
0.4%
Value
$475,284
Shares
1,382
Held
Amazon.comAMZN
Share
0.3%
Value
$417,810
Shares
1,753
Held
MicrosoftMSFT
Share
0.3%
Value
$336,464
Shares
902
-5%
AlphabetGOOGL
Share
0.3%
Value
$327,708
Shares
917
-3%
Vanguard Index FDSVTI
Share
0.2%
Value
$301,583
Shares
815
Held
AlphabetGOOG
Share
0.2%
Value
$295,384
Shares
836
-4%
BroadcomAVGO
Share
0.2%
Value
$280,291
Shares
742
-3%
Meta PlatformsMETA
Share
0.2%
Value
$270,942
Shares
481
-4%
JPMorgan ChaseJPM
Share
0.2%
Value
$242,224
Shares
740
Held
Micron TechnologyMU
Share
0.2%
Value
$227,395
Shares
197
New
Advanced Micro DevicesAMD
Share
0.2%
Value
$217,260
Shares
374
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	9.6%	$12m	18,165	Held
Ishares TRIEFA	9.0%	$12m	121,238	Held
DatadogDDOG	8.1%	$11m	40,528	-20%
Vanguard Tax-Managed FDSVEA	5.5%	$7m	99,374	-4%
Ishares TRQUAL	3.9%	$5m	23,235	Held
Ishares TRIJH	3.6%	$5m	59,757	Held
Vanguard Index FDSVTV	3.5%	$5m	20,970	-2%
Vanguard Intl Equity Index FVWO	3.5%	$5m	76,239	+3%
Ishares TRAGG	3.4%	$4m	44,053	+12%
American Centy ETF TRAVLV	3.2%	$4m	44,804	Held
Ishares TRICSH	3.1%	$4m	80,420	+7%
American Centy ETF TRAVUV	3.1%	$4m	32,134	-3%
Ishares TRMTUM	2.7%	$4m	10,235	-2%
Ishares TRSUB	2.3%	$3m	28,307	Held
Spdr Series TrustBIL	2.2%	$3m	31,463	-2%
Spdr Series TrustSPTS	2.1%	$3m	93,896	+18%
World Gold TRGLDM	2.0%	$3m	33,285	Held
Ishares TRUSMV	1.9%	$2m	25,623	+3%
IsharesIEMG	1.8%	$2m	28,786	-8%
IsharesACWV	1.8%	$2m	19,825	+3%
Invesco Exchange Traded FD TRSP	1.8%	$2m	11,154	Held
Ishares TRIJR	1.8%	$2m	15,904	-3%
American Centy ETF TRAVDV	1.7%	$2m	21,329	-3%
Ishares TRMUB	1.6%	$2m	19,351	+20%
Ishares TRIVV	1.4%	$2m	2,497	-7%
Ishares TRIJJ	1.4%	$2m	11,906	Held
Ishares TRIJS	1.3%	$2m	12,396	-3%
Ishares Gold TRIAU	1.3%	$2m	22,007	Held
Vanguard MUN BD FDSVTEB	1.2%	$2m	30,746	Held
Vanguard Index FDSVNQ	1.0%	$1m	13,888	+5%
Select Sector Spdr TRXLRE	1.0%	$1m	29,010	-5%
Dimensional ETF TrustDISV	0.9%	$1m	27,898	Held
Vanguard BD Index FDSBND	0.7%	$899,713	12,256	+5%
NvidiaNVDA	0.6%	$819,969	4,098	Held
AppleAAPL	0.5%	$656,847	2,270	-3%
IsharesEMXC	0.5%	$634,260	6,200	-15%
Vanguard Scottsdale FDSVCSH	0.5%	$633,109	8,011	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$606,377	812	Held
Ishares TRNYF	0.4%	$527,568	9,787	Held
Spdr Series TrustCWB	0.4%	$512,037	4,749	-4%
Litman Gregory FDS TRDBMF	0.4%	$499,923	16,332	Held
Vanguard Index FDSVV	0.4%	$475,284	1,382	Held
Amazon.comAMZN	0.3%	$417,810	1,753	Held
MicrosoftMSFT	0.3%	$336,464	902	-5%
AlphabetGOOGL	0.3%	$327,708	917	-3%
Vanguard Index FDSVTI	0.2%	$301,583	815	Held
AlphabetGOOG	0.2%	$295,384	836	-4%
BroadcomAVGO	0.2%	$280,291	742	-3%
Meta PlatformsMETA	0.2%	$270,942	481	-4%
JPMorgan ChaseJPM	0.2%	$242,224	740	Held
Micron TechnologyMU	0.2%	$227,395	197	New
Advanced Micro DevicesAMD	0.2%	$217,260	374	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 14.4% since 31 December 2025.

Where the money is

Technology10.1%

Media & telecom0.7%

Retail & consumer0.3%

Financial services0.2%

Other88.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.