Hudson Oak Wealth Advisory LLC
CIK: 0002088700SEC EDGAR →
Portfolio Value
$113.3M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 17,738 | $11.1M | 9.81% |
| 2 | ISHARES TR | 117,104 | $10.5M | 9.24% |
| 3 | DATADOG INC | 50,762 | $6.9M | 6.09% |
| 4 | VANGUARD TAX-MANAGED FDS | 101,776 | $6.4M | 5.61% |
| 5 | ISHARES TR | 23,115 | $4.6M | 4.05% |
| 6 | VANGUARD INDEX FDS | 21,425 | $4.1M | 3.61% |
| 7 | VANGUARD INTL EQUITY INDEX F | 73,262 | $3.9M | 3.47% |
| 8 | ISHARES TR | 58,284 | $3.8M | 3.39% |
| 9 | ISHARES TR | 37,845 | $3.8M | 3.33% |
| 10 | ISHARES TR | 72,697 | $3.7M | 3.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $87.3M | 77.1% |
| Unknown | 3 | $12.4M | 11.0% |
| Technology | 7 | $12.3M | 10.8% |
| Communication Services | 3 | $903K | 0.8% |
| Consumer Cyclical | 1 | $409K | 0.4% |