Hudson Oak Wealth Advisory LLC holds a focused book of 52 reported positions worth $129.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2026 would be +12% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Hudson Oak Wealth Advisory LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Hudson Oak Wealth Advisory LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hudson Oak Wealth Advisory LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 52 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 52 | $4.4B |
| Swiss Re Ltd | 14 / 52 | $1.0B |
| Roth Financial Partners LLC | 21 / 52 | $305.0M |
| Hoffman, Alan N Investment Management | 7 / 52 | $153.1M |
| GP Brinson Investments LLC | 5 / 52 | $219.5M |
| Cerity Partners Retirement Plan Advisors LLC | 13 / 52 | $212.8M |
| Planning Project LLC | 9 / 52 | $438.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Hudson Oak Wealth Advisory LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.