Hudson Oak Wealth Advisory LLC holds a focused book of 52 stocks worth $129.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Datadog Inc - Class A. Their largest long position is Vanguard S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +10% (+21.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2088700/holdings"
Use Arkolith to show Hudson Oak Wealth Advisory LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Hudson Oak Wealth Advisory LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hudson Oak Wealth Advisory LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 57 / 52 | $668.8B |
| MORGAN STANLEY | 57 / 52 | $492.3B |
| JPMORGAN CHASE & CO | 57 / 52 | $426.1B |
| BANK OF AMERICA CORP /DE/ | 57 / 52 | $381.1B |
| WELLS FARGO & COMPANY/MN | 57 / 52 | $153.1B |
| ROYAL BANK OF CANADA | 57 / 52 | $135.2B |
| UBS Group AG | 57 / 52 | $129.6B |
| ENVESTNET ASSET MANAGEMENT INC | 57 / 52 | $104.7B |
Ranked by how many of Hudson Oak Wealth Advisory LLC's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $12.5M | 18.2K | 9.6% | ▲+1.0% Added · +178 sh | |
| 2 | Ishares TR CORE MSCI EAFE | $11.7M | 121.2K | 9.0% | ▲+1.8% Added · +2K sh | |
| 3 | Datadog Inc CL A COM | $10.6M | 40.5K | 8.1% | ▼−20% Reduced · −10K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.1M | 99.4K | 5.5% | ▼−4.0% Reduced · −4K sh | |
| 5 | Ishares TR MSCI USA QLT FCT | $5.1M | 23.2K | 3.9% | ▼−1.2% Reduced · −294 sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $4.6M | 59.8K | 3.6% | ▼−1.4% Reduced · −837 sh | |
| 7 | Vanguard Index FDS VALUE ETF | $4.6M | 21.0K | 3.5% | ▼−2.0% Reduced · −434 sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.6M | 76.2K | 3.5% | ▲+2.6% Added · +2K sh | |
| 9 | Ishares TR CORE US AGGBD ET | $4.4M | 44.1K | 3.4% | ▲+12% Added · +5K sh | |
| 10 | American Centy ETF TR US LARGE CAP VLU | $4.1M | 44.8K | 3.2% | ▲+0.1% Added · +35 sh | |
| 11 | Ishares TR ULTRA SHORT DUR | $4.1M | 80.4K | 3.1% | ▲+7.3% Added · +5K sh | |
| 12 | American Centy ETF TR US SML CP VALU | $4.0M | 32.1K | 3.1% | ▼−3.5% Reduced · −1K sh | |
| 13 | Ishares TR MSCI USA MMENTM | $3.5M | 10.2K | 2.7% | ▼−2.3% Reduced · −245 sh | |
| 14 | Ishares TR SHRT NAT MUN ETF | $3.0M | 28.3K | 2.3% | ▼−0.2% Reduced · −61 sh | |
| 15 | SPDR Series Trust ST STR BLO 1 ETF | $2.9M | 31.5K | 2.2% | ▼−2.3% Reduced · −734 sh | |
| 16 | SPDR Series Trust ST SHO TREAS ETF | $2.7M | 93.9K | 2.1% | ▲+18% Added · +15K sh | |
| 17 | World Gold TR SPDR GLD MINIS | $2.6M | 33.3K | 2.0% | ▼−1.6% Reduced · −538 sh | |
| 18 | Ishares TR MSCI USA MIN ETF | $2.5M | 25.6K | 1.9% | ▲+3.2% Added · +803 sh | |
| 19 | Ishares Inc CORE MSCI EMKT | $2.4M | 28.8K | 1.8% | ▼−8.0% Reduced · −3K sh | |
| 20 | Ishares Inc MSCI GBL MIN VOL | $2.4M | 19.8K | 1.8% | ▲+3.3% Added · +637 sh | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.4M | 11.2K | 1.8% | ▲+0.4% Added · +42 sh | |
| 22 | Ishares TR CORE S&P SCP ETF | $2.4M | 15.9K | 1.8% | ▼−3.1% Reduced · −507 sh | |
| 23 | American Centy ETF TR INTL SMCP VLU | $2.2M | 21.3K | 1.7% | ▼−3.2% Reduced · −701 sh | |
| 24 | Ishares TR NATIONAL MUN ETF | $2.1M | 19.4K | 1.6% | ▲+20% Added · +3K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $1.9M | 2.5K | 1.4% | ▼−6.6% Reduced · −177 sh | |
| 26 | Ishares TR S&P MC 400VL ETF | $1.8M | 11.9K | 1.4% | ▼−1.6% Reduced · −192 sh | |
| 27 | Ishares TR SP SMCP600VL ETF | $1.7M | 12.4K | 1.3% | ▼−2.8% Reduced · −355 sh | |
| 28 | Ishares Gold TR ISHARES NEW | $1.7M | 22.0K | 1.3% | —Held | |
| 29 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.6M | 30.7K | 1.2% | ▼−1.0% Reduced · −324 sh | |
| 30 | Vanguard Index FDS REAL ESTATE ETF | $1.3M | 13.9K | 1.0% | ▲+5.3% Added · +703 sh | |
| 31 | Select Sector SPDR TR ST STR REAL ETF | $1.3M | 29.0K | 1.0% | ▼−5.0% Reduced · −2K sh | |
| 32 | Dimensional ETF Trust INTL SMALL CAP V | $1.1M | 27.9K | 0.9% | ▲+0.3% Added · +71 sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $900K | 12.3K | 0.7% | ▲+4.6% Added · +540 sh | |
| 34 | Nvidia Corporation COM | $820K | 4.1K | 0.6% | ▲+1.3% Added · +52 sh | |
| 35 | Apple Inc COM | $657K | 2.3K | 0.5% | ▼−3.0% Reduced · −70 sh | |
| 36 | Ishares Inc MSCI EMRG CHN | $634K | 6.2K | 0.5% | ▼−15% Reduced · −1K sh | |
| 37 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $633K | 8.0K | 0.5% | ▼−0.1% Reduced · −10 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $606K | 812 | 0.5% | —Held | |
| 39 | Ishares TR NEW YORK MUN ETF | $528K | 9.8K | 0.4% | ▲+1.1% Added · +108 sh | |
| 40 | SPDR Series Trust ST STR CONV ETF | $512K | 4.7K | 0.4% | ▼−4.3% Reduced · −216 sh | |
| 41 | Litman Gregory FDS TR IMGP DBI MAN ETF | $500K | 16.3K | 0.4% | —Held | |
| 42 | Vanguard Index FDS LARGE CAP ETF | $475K | 1.4K | 0.4% | ▲+1.2% Added · +16 sh | |
| 43 | Amazon Com Inc COM | $418K | 1.8K | 0.3% | ▼−1.6% Reduced · −28 sh | |
| 44 | Microsoft Corp COM | $336K | 902 | 0.3% | ▼−4.8% Reduced · −45 sh | |
| 45 | Alphabet Inc CAP STK CL A | $328K | 917 | 0.3% | ▼−3.2% Reduced · −30 sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $302K | 815 | 0.2% | ▼−0.7% Reduced · −6 sh | |
| 47 | Alphabet Inc CAP STK CL C | $295K | 836 | 0.2% | ▼−4.5% Reduced · −39 sh | |
| 48 | Broadcom Inc COM | $280K | 742 | 0.2% | ▼−3.4% Reduced · −26 sh | |
| 49 | Meta Platforms Inc CL A | $271K | 481 | 0.2% | ▼−4.0% Reduced · −20 sh | |
| 50 | JPMorgan Chase & Co COM | $242K | 740 | 0.2% | ▼−1.9% Reduced · −14 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.