Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hudson Oak Wealth Advisory LLC (CIK 2088700) reported $129.7M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($12.5M, 9.62%), IEFA ($11.7M, 9.03%), DDOG ($10.6M, 8.14%), VEA ($7.1M, 5.46%), QUAL ($5.1M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $12.5M | 9.62% | 18,165 | Added |
| 2 | IEFA | ISHARES TR | $11.7M | 9.03% | 121,238 | Added |
| 3 | DDOG | DATADOG INC | $10.6M | 8.14% | 40,528 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.1M | 5.46% | 99,374 | Trimmed |
| 5 | QUAL | ISHARES TR | $5.1M | 3.93% | 23,235 | Trimmed |
| 6 | IJH | ISHARES TR | $4.6M | 3.55% | 59,757 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $4.6M | 3.52% | 20,970 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $4.6M | 3.51% | 76,239 | Added |
| 9 | AGG | ISHARES TR | $4.4M | 3.36% | 44,053 | Added |
| 10 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 3.15% | 44,804 | Added |
| 11 | ICSH | ISHARES TR | $4.1M | 3.14% | 80,420 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $4.0M | 3.09% | 32,134 | Trimmed |
| 13 | MTUM | ISHARES TR | $3.5M | 2.71% | 10,235 | Trimmed |
| 14 | SUB | ISHARES TR | $3.0M | 2.32% | 28,307 | Trimmed |
| 15 | BIL | SPDR SERIES TRUST | $2.9M | 2.22% | 31,463 | Trimmed |
| 16 | SPTS | SPDR SERIES TRUST | $2.7M | 2.10% | 93,896 | Added |
| 17 | GLDM | WORLD GOLD TR | $2.6M | 2.04% | 33,285 | Trimmed |
| 18 | USMV | ISHARES TR | $2.5M | 1.91% | 25,623 | Added |
| 19 | ACWV | ISHARES INC | $2.4M | 1.84% | 19,825 | Added |
| 20 | IEMG | ISHARES INC | $2.4M | 1.84% | 28,786 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.83% | 11,154 | Added |
| 22 | IJR | ISHARES TR | $2.4M | 1.82% | 15,904 | Trimmed |
| 23 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.70% | 21,329 | Trimmed |
| 24 | MUB | ISHARES TR | $2.1M | 1.61% | 19,351 | Added |
| 25 | IVV | ISHARES TR | $1.9M | 1.44% | 2,497 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30