Hudson Oak Wealth Advisory LLC Portfolio Holdings

Hudson Oak Wealth Advisory LLC

  • $113 Billion
  • Q4 2025

Hudson Oak Wealth Advisory LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $11.1B, Ishares Tr with a value of $10.5B, Datadog, Inc. with a value of $6.9B, Vanguard Ftse Developed Market with a value of $6.36B, and Ishares Msci Usa Quality Facto with a value of $4.59B.

Examining the 13F form we can see an increase of $113B in the current position value.

Hudson Oak Wealth Advisory LLC is based out at Hoboken, NJ

Below you can find more details about Hudson Oak Wealth Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $99.1 Billion
Technology: $9.39 Billion
Communication Services: $904 Million
Financial Services: $457 Million
Consumer Cyclical: $410 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $113 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Hudson Oak Wealth Advisory LLC Portfolio

Follow Hudson Oak Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Oak Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hudson Oak Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email