Hudson Oak Wealth Advisory LLC

CIK

2088700

Location

HOBOKEN, NJ

Portfolio Value

Micro $14,635,497

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,563 / 8,232 ▲ 163

Top Industry

Software - Application 66.3%

3Y Alpha vs SPY

+92.8%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+30.2%

SPY

+9.1%

Annualised alpha

+92.8%

Max drawdown

−13.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.9%

−2.1 pts

Top 5

84.5%

+4.0 pts

Top 10

96.9%

+2.9 pts

HHI

2,388

Moderately concentrated+12

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.8%	$7,880,551	5
Unclassified	38.3%	$5,603,266	3
Communication Services	3.8%	$558,956	2
Consumer Cyclical	2.5%	$370,928	1
Financial Services	1.5%	$221,796	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+754	22,007	$1,940,137
GLDM	World Gold Trust	+160	33,823	$3,135,053
AVGO	Broadcom Inc.	+9	768	$237,703
AMZN	Amazon Com Inc	+6	1,781	$370,928
DDOG	Datadog, Inc.	+3	50,765	$5,992,808
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−213	947	$350,550
NVDA	Nvidia Corp	−43	4,046	$705,622
AAPL	Apple Inc.	−42	2,340	$593,868
JPM	Jpmorgan Chase & Co	−10	754	$221,796
META	Meta Platforms, Inc.	−2	501	$286,637
GOOGL	Alphabet Inc.	−2	947	$272,319
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	944	$250,075
BRK-B	Berkshire Hathaway Inc	419	$210,610
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $14,635,497 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DDOG	Datadog, Inc. Technology	Added	50,765	+3	$5,992,808	−13.2%	40.95%
GLDM	World Gold Trust	Added	33,823	+160	$3,135,053	+9.1%	21.42%
IAU	Ishares Gold Trust	Added	22,007	+754	$1,940,137	+12.5%	13.26%
NVDA	Nvidia Corp Technology	Reduced	4,046	-43	$705,622	−7.5%	4.82%
AAPL	Apple Inc. Technology	Reduced	2,340	-42	$593,868	−8.3%	4.06%
SPY	Spdr S&P 500 ETF Trust	Held	812	0	$528,076	−4.6%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,781	+6	$370,928	−9.5%	2.53%
MSFT	Microsoft Corp Technology	Reduced	947	-213	$350,550	−37.5%	2.40%
META	Meta Platforms, Inc. Communication Services	Reduced	501	-2	$286,637	−13.7%	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	947	-2	$272,319	−8.3%	1.86%
AVGO	Broadcom Inc. Technology	Added	768	+9	$237,703	−9.5%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	754	-10	$221,796	−9.9%	1.52%