account_balance
Investment manager · 13F filer · SEC CIK 2088700
Hudson Oak Wealth Advisory LLC
Reported value$130Mas of Sep 30, 2026
Positions54 3 new, 1 sold out
Top 10 weight53.5%VOO alone is 10%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.7%
IEFAiShares Tr
9.1%
DDOGDatadog, Inc.
8.5%
VEAVanguard Tax-Managed FDS
5.4%
QUALiShares Tr
3.9%Trimmed −3%
VWOVanguard Intl Equity Index F
3.6%Added +3%
VTVVanguard Index FDS
3.4%
IJHiShares Tr
3.4%Added +3%
AGGiShares Tr
3.3%
ICSHiShares Tr
3.2%
AVLVAmerican Centy ETF Tr
3.1%
AVUVAmerican Centy ETF Tr
2.9%
VOOVanguard Index FDS
9.7%
IEFAiShares Tr
9.1%
DDOGDatadog, Inc.
8.5%
VEAVanguard Tax-Managed FDS
5.4%
QUALiShares Tr
3.9%−3%
VWOVanguard Intl Equity Index F
3.6%
VTV3.4%
IJH3.4%
AGG3.3%
ICSH3.2%
AVLV3.1%
AVUV2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.7% Held
IEFA iShares Tr 9.1% Held
DDOG Datadog, Inc. 8.5% HeldVEA Vanguard Tax-Managed FDS 5.4% Held
QUAL iShares Tr 3.9% Trimmed −3%
VWO Vanguard Intl Equity Index F 3.6% Added +3%
VTV Vanguard Index FDS 3.4% Held
IJH iShares Tr 3.4% Added +3%
AGG iShares Tr 3.3% Held
ICSH iShares Tr 3.2% Held
AVLV American Centy ETF Tr 3.1% Held
AVUV American Centy ETF Tr 2.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.