Hudson Oak Wealth Advisory LLC

Q1 2026 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$115,093
Net value change ($000)
+1,744 (1.5%)
New positions
0
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 604 39.5%
AVLV 486 15.6%
AVUV 334 10.0%
IEFA 304 2.9%
VEA 277 4.4%
GLDM 261 9.1%
IJH 245 6.4%
IAU 215 12.5%
IJR 194 10.5%
EMXC 171 42.3%
Top Reduces (Value $000, Stocks/ETFs)
DDOG -910 -13.2%
VOO -376 -3.4%
CRM -250 -100.0%
SHYG -215 -100.0%
BRK-B -211 -100.0%
MSFT -210 -37.4%
IVV -85 -4.6%
QUAL -78 -1.7%
NVDA -57 -7.5%
AAPL -54 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type