Hudson Oak Wealth Advisory LLC

Q2 2026 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$129,652
Net value change ($000)
+14,559 (12.6%)
New positions
2
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DDOG 4,559 76.1%
VOO 1,728 16.1%
MTUM 994 39.5%
IEFA 929 8.6%
QUAL 585 13.0%
VWO 536 13.3%
IJH 516 12.6%
AVLV 478 13.2%
AGG 460 11.8%
VEA 445 6.7%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -492 -15.7%
IAU -278 -14.3%
INDA -222 -100.0%
EFAV -220 -100.0%
BIL -68 -2.3%
META -16 -5.6%
MSFT -15 -4.3%
SUB -7 -0.2%
VCSH -3 -0.5%
AVDV -2 -0.1%
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