StockDriftsStockDriftsTop 50 Hudson Oak Wealth Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.72% | 18.0K | $12.6M | -0.78%(-142) | $619.79(+13.68%) | 2026-09-30 | |
| IEFA | ISHARES TR | 9.1% | 122.0K | $11.8M | +0.66%(+804) | $88.53(+8.39%) | 2026-09-30 | |
| DDOG | DATADOG INC | 8.54% | 40.5K | $11.1M | +0.00%(+0) | $139.19(+87.05%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.43% | 99.9K | $7.1M | +0.51%(+508) | $61.28(+13.19%) | 2026-09-30 | |
| QUAL | ISHARES TR | 3.87% | 22.6K | $5.0M | -2.68%(-622) | $196.54(+14.59%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.57% | 78.3K | $4.6M | +2.64%(+2.02K) | $54.16(+7.14%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.44% | 20.7K | $4.5M | -1.45%(-305) | $188.74(+17.73%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.42% | 61.7K | $4.4M | +3.31%(+1.98K) | $65.96(+9.74%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.26% | 44.8K | $4.2M | +1.72%(+756) | $99.88(-4.78%) | 2026-09-30 | |
| ICSH | ISHARES TR | 3.16% | 81.5K | $4.1M | +1.35%(+1.08K) | $50.65(-0.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.78% |
Hudson Oak Wealth Advisory LLC reports $129.99M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.7%), IEFA (9.1%) and DDOG (8.5%). The top 20 holdings account for 76.47% of reported assets. Its disclosed equity book has returned +15.45% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hudson Oak Wealth Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2088700). View Hudson Oak Wealth Advisory LLC’s 13F filings on SEC