Institutions / Hudson Oak Wealth Advisory LLC

Hudson Oak Wealth Advisory LLC

CIK 2088700 · Institution · as of Dec 31, 2025

Portfolio value

$113.35M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 55 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$11.12M	17,738	9.8%
iShares Tr	—	$10.48M	117,104	9.2%
Datadog, Inc.	—	$6.90M	50,762	6.1%
Vanguard Tax-Managed Fds	—	$6.36M	101,776	5.6%
iShares MSCI UAE ETF	—	$4.59M	23,115	4.1%
Vanguard Index Fds	—	$4.09M	21,425	3.6%
Vanguard Intl Equity Index F	—	$3.94M	73,262	3.5%
iShares Tr	—	$3.85M	58,284	3.4%
iShares Tr	—	$3.78M	37,845	3.3%
iShares Tr	—	$3.68M	72,697	3.2%
American Centy ETF Tr	—	$3.34M	32,789	3.0%
American Centy ETF Tr	—	$3.12M	41,212	2.8%
iShares MSCI UAE ETF	—	$3.01M	28,211	2.7%
SPDR Series Trust	—	$2.95M	32,318	2.6%
World Gold Tr	—	$2.87M	33,663	2.5%
iShares MSCI UAE ETF	—	$2.54M	10,137	2.2%
SPDR Series Trust	—	$2.26M	77,168	2.0%
iShares MSCI UAE ETF	—	$2.19M	23,236	1.9%
iShares Inc	—	$2.16M	18,150	1.9%
iShares Inc	—	$2.10M	31,301	1.9%
American Centy ETF Tr	—	$2.04M	21,702	1.8%
iShares Tr	—	$1.85M	15,360	1.6%
iShares Tr	—	$1.83M	2,674	1.6%
iShares Gold Tr	—	$1.73M	21,253	1.5%
iShares Tr	—	$1.69M	15,761	1.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.