Hudson Oak Wealth Advisory LLC Purchases in Q4 2025

Hudson Oak Wealth Advisory LLC

  • $113 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.7K
New
$600.51 - $631.95 $10.7M - $11.2M
17.7K $11.1B
IEFA
Ishares Tr

ETFs
117K
New
$86.09 - $89.88 $10.1M - $10.5M
117K $10.5B
DDOG
Datadog, Inc.

Technology
50.8K
New
$151.17 - $199.72 $7.67M - $10.1M
50.8K $6.9B
VEA
Vanguard Ftse Developed Market

ETFs
102K
New
$59.18 - $62.09 $6.02M - $6.32M
102K $6.36B
QUAL
Ishares Msci Usa Quality Facto

ETFs
23.1K
New
$191.01 - $199.18 $4.42M - $4.6M
23.1K $4.59B
VTV
Vanguard Value ETF

ETFs
21.4K
New
$182.87 - $189.72 $3.92M - $4.06M
21.4K $4.09B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
73.3K
New
$52.54 - $55.77 $3.85M - $4.09M
73.3K $3.94B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58.3K
New
$63.25 - $66.24 $3.69M - $3.86M
58.3K $3.85B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
37.8K
New
$99.87 - $101.27 $3.78M - $3.83M
37.8K $3.78B
ICSH
Blackrock Ultra Short Term Bon

ETFs
72.7K
New
$50.56 - $50.76 $3.68M - $3.69M
72.7K $3.68B
AVLV
American Centy ETF Tr Avantis
41.2K
New
$70.14 - $73.74 $2.89M - $3.04M
41.2K $3.12B
SUB
Ishares Short Term National Mu

ETFs
28.2K
New
$106.22 - $106.81 $3M - $3.01M
28.2K $3.01B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32.3K
New
$91.46 - $91.76 $2.96M - $2.97M
32.3K $2.95B
GLDM
World Gold Trust

ETFs
33.7K
New
$76.32 - $86.69 $2.57M - $2.92M
33.7K $2.87B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.1K
New
$245.79 - $258.02 $2.49M - $2.62M
10.1K $2.54B
SPTS
Spdr Portfolio Short Term Trea

ETFs
77.2K
New
$29.23 - $29.39 $2.26M - $2.27M
77.2K $2.26B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23.2K
New
$92.34 - $95.43 $2.15M - $2.22M
23.2K $2.19B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
18.2K
New
$117.88 - $120.77 $2.14M - $2.19M
18.2K $2.16B
IEMG
Ishares Inc

ETFs
31.3K
New
N/A
31.3K $2.1B
AVDV
American Centy ETF Tr Avantis

ETFs
21.7K
New
$87.37 - $90.92 $1.9M - $1.97M
21.7K $2.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.4K
New
$114.27 - $121.15 $1.76M - $1.86M
15.4K $1.85B
IVV
Ishares Core S&P 500 ETF

ETFs
2.67K
New
$656.2 - $690.71 $1.75M - $1.85M
2.67K $1.83B
IAU
Ishares Gold Trust

ETFs
21.3K
New
$72.65 - $82.5 $1.54M - $1.75M
21.3K $1.73B
MUB
Ishares National Muni Bond ETF

ETFs
15.8K
New
$106.36 - $107.61 $1.68M - $1.7M
15.8K $1.69B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12.1K
New
$125.45 - $131.1 $1.52M - $1.59M
12.1K $1.59B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.1K
New
$49.98 - $50.59 $1.56M - $1.57M
31.1K $1.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.98K
New
$185.12 - $192.11 $1.48M - $1.53M
7.98K $1.53B
IJS
Ishares S&P Smallcap 600 Value

ETFs
12.8K
New
$105.91 - $113.18 $1.35M - $1.44M
12.8K $1.45B
VNQ
Vanguard Specialized Funds Van

ETFs
12.9K
New
$88.13 - $92.69 $1.13M - $1.19M
12.9K $1.14B
XLRE
Select Sector Spdr Tr Real Est

ETFs
27.1K
New
$40.65 - $42.74 $1.1M - $1.16M
27.1K $1.09B
DISV
Dimensional ETF Tr Dimensional

ETFs
28K
New
$35.06 - $36.3 $983K - $1.02M
28K $1.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.7K
New
$74.09 - $75.1 $868K - $880K
11.7K $868M
NVDA
Nvidia Corp

Technology
4.09K
New
$179.83 - $207.04 $735K - $847K
4.09K $763M
AAPL
Apple Inc.

Technology
2.38K
New
$245.27 - $275.25 $584K - $656K
2.38K $648M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.73K
New
$79.55 - $80.13 $615K - $620K
7.73K $617M
MSFT
Microsoft Corp

Technology
1.16K
New
$496.82 - $542.07 $576K - $629K
1.16K $561M
SPY
Spdr S&P 500 ETF Trust

ETFs
812
New
$653.02 - $687.39 $530K - $558K
812 $554M
NYF
Ishares New York Muni Bond ETF

ETFs
9.31K
New
$53.26 - $53.83 $496K - $501K
9.31K $498M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
16.3K
New
$27.18 - $28.91 $444K - $472K
16.3K $458M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.97K
New
$88.49 - $93.64 $439K - $465K
4.97K $443M
VV
Vanguard Large Cap ETF

ETFs
1.37K
New
$301.9 - $317.98 $412K - $434K
1.37K $430M
AMZN
Amazon Com Inc

Consumer Cyclical
1.78K
New
$213.04 - $254.0 $378K - $451K
1.78K $410M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.56K
New
$67.07 - $73.01 $373K - $406K
5.56K $404M
META
Meta Platforms, Inc.

Communication Services
503
New
$609.01 - $751.67 $306K - $378K
503 $332M
GOOGL
Alphabet Inc.

Communication Services
949
New
$236.57 - $291.31 $225K - $276K
949 $297M
VTI
Vanguard Total Stock Market Et

ETFs
821
New
$321.8 - $337.95 $264K - $277K
821 $275M
GOOG
Alphabet Inc.

Communication Services
875
New
$237.49 - $291.74 $208K - $255K
875 $275M
AVGO
Broadcom Inc.

Technology
759
New
$324.63 - $385.98 $246K - $293K
759 $263M
CRM
Salesforce, Inc.

Technology
944
New
$235.69 - $263.41 $222K - $249K
944 $250M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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