Hudson Oak Wealth Advisory LLC
CIK: 0002088700SEC EDGAR →
Portfolio Value
$113K
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 117,104 | $10.5M | 9242.33% |
| 2 | DATADOG INC | 50,762 | $6.9M | 6090.09% |
| 3 | VANGUARD TAX-MANAGED FDS | 101,776 | $6.4M | 5608.39% |
| 4 | ISHARES TR | 23,115 | $4.6M | 4050.36% |
| 5 | VANGUARD INDEX FDS | 21,425 | $4.1M | 3609.24% |
| 6 | VANGUARD INTL EQUITY INDEX F | 73,262 | $3.9M | 3474.26% |
| 7 | ISHARES TR | 58,284 | $3.8M | 3393.09% |
| 8 | ISHARES TR | 37,845 | $3.8M | 3333.98% |
| 9 | ISHARES TR | 72,697 | $3.7M | 3243.99% |
| 10 | AMERICAN CENTY ETF TR | 32,789 | $3.3M | 2949.32% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $73.8M | 74.4% |
| Technology | 7 | $12.3M | 12.3% |
| Unknown | 3 | $12.2M | 12.3% |
| Communication Services | 3 | $571K | 0.6% |
| Consumer Cyclical | 1 | $409K | 0.4% |