Hudson Oak Wealth Advisory LLC

Q3 2026 13F-HR Holdings

Location
Hoboken, NJ
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$129,987
Net value change ($000)
+335 (0.3%)
New positions
3
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 547 5.2%
SHYG 217 NEW
CRM 208 NEW
QQQ 206 NEW
AVDV 177 8.1%
VOO 156 1.3%
IEFA 114 1.0%
SUB 97 3.2%
AAPL 97 14.8%
MSFT 96 28.6%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -262 -7.5%
MU -227 -100.0%
AVUV -208 -5.2%
IJS -196 -11.6%
IJH -166 -3.6%
IJJ -160 -9.1%
IJR -128 -5.4%
AGG -124 -2.8%
XLRE -123 -9.6%
IEMG -110 -4.6%
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