Hudson Oak Wealth Advisory LLC
All 13F Filings
- Location
- Hoboken, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 129,987
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 54 | 129,987 | 13F-HR | Hudson Oak Wealth Advisory LLC |
| Q2 2026 | 7/21/2026 | 52 | 129,652 | 13F-HR | Hudson Oak Wealth Advisory LLC |
| Q1 2026 | 4/21/2026 | 52 | 115,093 | 13F-HR | Hudson Oak Wealth Advisory LLC |
| Q4 2025 | 1/23/2026 | 55 | 113,349 | 13F-HR | Hudson Oak Wealth Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.51 K | 11.9% | 871 | 0 | 871 |
| ETFs | 114.5 K | 88.1% | 0 | 535 | -535 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
129,987
Holdings
54
QoQ value change ($000)
335
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.