13F HOLDINGS REPORT
Hudson Oak Wealth Advisory LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0002088700-26-000001
Total Value
$113.3M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 17,738 | $11.1M | 9.81% |
| 2 | ISHARES TR | 46432F842 | 117,104 | $10.5M | 9.24% |
| 3 | DATADOG INC | DDOG | 50,762 | $6.9M | 6.09% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 101,776 | $6.4M | 5.61% |
| 5 | ISHARES TR | 46432F339 | 23,115 | $4.6M | 4.05% |
| 6 | VANGUARD INDEX FDS | 922908744 | 21,425 | $4.1M | 3.61% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 73,262 | $3.9M | 3.47% |
| 8 | ISHARES TR | 464287507 | 58,284 | $3.8M | 3.39% |
| 9 | ISHARES TR | 464287226 | 37,845 | $3.8M | 3.33% |
| 10 | ISHARES TR | 46434V878 | 72,697 | $3.7M | 3.24% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 32,789 | $3.3M | 2.95% |
| 12 | AMERICAN CENTY ETF TR | 025072349 | 41,212 | $3.1M | 2.75% |
| 13 | ISHARES TR | 464288158 | 28,211 | $3.0M | 2.66% |
| 14 | SPDR SERIES TRUST | 78468R663 | 32,318 | $3.0M | 2.61% |
| 15 | WORLD GOLD TR | GLDW | 33,663 | $2.9M | 2.54% |
| 16 | ISHARES TR | 46432F396 | 10,137 | $2.5M | 2.24% |
| 17 | SPDR SERIES TRUST | 78468R101 | 77,168 | $2.3M | 1.99% |
| 18 | ISHARES TR | 46429B697 | 23,236 | $2.2M | 1.93% |
| 19 | ISHARES INC | 464286525 | 18,150 | $2.2M | 1.90% |
| 20 | ISHARES INC | 46434G103 | 31,301 | $2.1M | 1.86% |
| 21 | AMERICAN CENTY ETF TR | 025072802 | 21,702 | $2.0M | 1.80% |
| 22 | ISHARES TR | 464287804 | 15,360 | $1.8M | 1.63% |
| 23 | ISHARES TR | 464287200 | 2,674 | $1.8M | 1.62% |
| 24 | ISHARES GOLD TR | IAU | 21,253 | $1.7M | 1.52% |
| 25 | ISHARES TR | 464288414 | 15,761 | $1.7M | 1.49% |
| 26 | ISHARES TR | 464287705 | 12,098 | $1.6M | 1.40% |
| 27 | VANGUARD MUN BD FDS | 922907746 | 31,113 | $1.6M | 1.38% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,983 | $1.5M | 1.35% |
| 29 | ISHARES TR | 464287879 | 12,751 | $1.5M | 1.28% |
| 30 | VANGUARD INDEX FDS | 922908553 | 12,851 | $1.1M | 1.00% |
| 31 | SELECT SECTOR SPDR TR | 81369Y860 | 27,095 | $1.1M | 0.96% |
| 32 | DIMENSIONAL ETF TRUST | 25434V781 | 28,031 | $1.1M | 0.94% |
| 33 | VANGUARD BD INDEX FDS | 921937835 | 11,716 | $867,804 | 0.77% |
| 34 | NVIDIA CORPORATION | NVDA | 4,089 | $762,599 | 0.67% |
| 35 | APPLE INC | AAPL | 2,382 | $647,571 | 0.57% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,734 | $616,632 | 0.54% |
| 37 | MICROSOFT CORP | MSFT | 1,160 | $560,999 | 0.49% |
| 38 | SPDR S&P 500 ETF TR | SPY | 812 | $553,719 | 0.49% |
| 39 | ISHARES TR | 464288323 | 9,311 | $498,232 | 0.44% |
| 40 | LITMAN GREGORY FDS TR | 53700T827 | 16,332 | $458,276 | 0.40% |
| 41 | SPDR SERIES TRUST | 78464A359 | 4,965 | $442,878 | 0.39% |
| 42 | VANGUARD INDEX FDS | 922908637 | 1,366 | $430,017 | 0.38% |
| 43 | AMAZON COM INC | AMZN | 1,775 | $409,706 | 0.36% |
| 44 | ISHARES INC | 46434G764 | 5,559 | $404,028 | 0.36% |
| 45 | META PLATFORMS INC | META | 503 | $332,025 | 0.29% |
| 46 | ALPHABET INC | GOOG | 949 | $297,037 | 0.26% |
| 47 | VANGUARD INDEX FDS | 922908769 | 821 | $275,257 | 0.24% |
| 48 | ALPHABET INC | GOOG | 875 | $274,575 | 0.24% |
| 49 | BROADCOM INC | AVGO | 759 | $262,690 | 0.23% |
| 50 | SALESFORCE INC | CRM | 944 | $250,075 | 0.22% |
| 51 | JPMORGAN CHASE & CO. | VYLD | 764 | $246,176 | 0.22% |
| 52 | ISHARES TR | 46429B598 | 4,271 | $230,848 | 0.20% |
| 53 | ISHARES TR | 46434V407 | 5,017 | $215,079 | 0.19% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 419 | $210,610 | 0.19% |
| 55 | ISHARES TR | 46429B689 | 2,388 | $205,965 | 0.18% |