Hudson Oak Wealth Advisory LLC: 13F holdings
CIK 20887002026Q2
| Positions | 52 |
|---|
| Reported value | $129.7m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 52 (+0 vs prior quarter) |
|---|
| Reported value | $129.7m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 18,165 | $12.5m | 9.6% |
| IEFA ISHARES TR | 121,238 | $11.7m | 9.0% |
| DDOG DATADOG INC | 40,528 | $10.6m | 8.1% |
| VEA VANGUARD TAX-MANAGED FDS | 99,374 | $7.1m | 5.5% |
| QUAL ISHARES TR | 23,235 | $5.1m | 3.9% |
| IJH ISHARES TR | 59,757 | $4.6m | 3.6% |
| VTV VANGUARD INDEX FDS | 20,970 | $4.6m | 3.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 76,239 | $4.6m | 3.5% |
| AGG ISHARES TR | 44,053 | $4.4m | 3.4% |
| AVLV AMERICAN CENTY ETF TR | 44,804 | $4.1m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2088700")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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