Institutional Fund
Hudson Oak Wealth Advisory LLC
Hoboken, NJCIK 20887002 filings on record
Portfolio Value
$115.09M
Q1 2026
Holdings
52
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.5%
from $113.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.4%
- Vanguard Index Fds9.3%
- Vanguard Tax-Managed Fds5.8%
- Datadog Inc5.2%
- Ishares Tr3.9%
- Vanguard Index Fds3.6%
- Other62.8%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 119.1K | $10.78M | 9.4% | +2.0K | Added |
| 2 | Vanguard Index Fds | 18.0K | $10.75M | 9.3% | +249 | Added |
| 3 | Vanguard Tax-Managed Fds | 103.5K | $6.64M | 5.8% | +1.8K | Added |
| 4 | Datadog Inc | 50.8K | $5.99M | 5.2% | +3 | Added |
| 5 | Ishares Tr | 23.5K | $4.51M | 3.9% | +414 | Added |
| 6 | Vanguard Index Fds | 21.4K | $4.20M | 3.6% | −21 | Reduced |
| 7 | Ishares Tr | 60.6K | $4.09M | 3.6% | +2.3K | Added |
| 8 | Vanguard Intl Equity Index F | 74.3K | $4.02M | 3.5% | +1.0K | Added |
| 9 | Ishares Tr | 39.3K | $3.90M | 3.4% | +1.4K | Added |
| 10 | Ishares Tr | 75.0K | $3.79M | 3.3% | +2.3K | Added |
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