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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$246 Million 0.22% of portfolio
764
Q4 2025 New
$0
$231 Million 0.2% of portfolio
4,271
Q4 2025 New
$0
$215 Million 0.19% of portfolio
5,017
Q4 2025 New
$662B
$211 Million 0.19% of portfolio
419
Q4 2025 New
$0
$206 Million 0.18% of portfolio
2,388
Q4 2025 New

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
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