Hudson Oak Wealth Advisory LLC

Registered adviser

CIK

2088700

Location

HOBOKEN, NJ

Portfolio Value

Micro $72,909,260

Diversification

Diversified

Filing Date

Global Rank

#7,732 / 8,807 ▲ 541 · as of Jun 2026

Top Industry

Software - Application 72.9%

3Y Alpha vs SPY

-1.0%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 300218

Roster of Oct 1, 2026

Regulatory AUM

$133,890,696

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$133,890,696	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$110,328,640	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.6% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 91.3%; sector active share 79.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

24.6%

−13.8 pts

Top 5

70.0%

−3.8 pts

Top 10

85.3%

−3.2 pts

HHI

1,242

Diversified−640

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.7%	$57,395,065	42
Technology	19.0%	$13,859,232	7
Communication Services	1.3%	$945,726	3
Consumer Cyclical	0.6%	$466,408	1
Financial Services	0.3%	$242,829	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
—		+2,872	96,768	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,015	78,254	$4,641,244
IJH	iShares Core S&P Mid-Cap ETF	+1,977	61,734	$0
MUB	iShares National Muni Bond ETF	+1,575	20,926	$0
SUB	iShares Short-Term National Muni Bond ETF	+1,451	29,758	$0
ICSH	iShares Ultra Short Duration Bond Active ETF	+1,083	81,503	$4,107,751
VNQ	VANGUARD REAL ESTATE INDEX FUND	+853	14,741	$1,321,235
IEFA	iShares Core MSCI EAFE ETF	+804	122,042	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+756	44,809	$0
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+600	12,856	$901,848
VEA	Vanguard FTSE Developed Markets ETF	+508	99,882	$7,052,668
IJR	iShares Core S&P Small-Cap ETF	+495	16,399	$0
AVLV	Avantis U.S. Large Cap Value ETF	+448	45,252	$4,092,590
ACWV	iShares Trust	+385	20,210	$0
AVDV	Avantis International Small Cap Value ETF	+384	21,713	$2,374,967
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	+213	4,962	$502,055
AVUV	Avantis U.S. Small Cap Value ETF	+145	32,279	$3,801,497
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+127	8,138	$628,660
AMZN	Amazon Com Inc	+119	1,872	$466,408
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+99	914	$342,055
USMV	iShares MSCI USA Min Vol Factor ETF	+91	25,714	$0
VV	VANGUARD LARGE-CAP INDEX FUND	+64	1,446	$508,775
RSP	Victory Portfolios II	+2	11,156	$0
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−1,650	31,635	$2,599,764
DISV	Dimensional International Small Cap Value ETF	−1,104	26,794	$1,159,912
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−795	28,215	$1,154,275
IEMG	iShares Trust	−752	28,034	$0
IJS	iShares S&P Small-Cap 600 Value ETF	−703	11,693	$0
QUAL	iShares MSCI USA Quality Factor ETF	−622	22,613	$0
VTV	VANGUARD VALUE INDEX FUND	−305	20,665	$4,465,293
IJJ	iShares S&P Mid-Cap 400 Value ETF	−294	11,612	$0
EMXC	iShares MSCI Emerging Markets ex China ETF	−266	5,934	$587,940
DBMF	iMGP DBI Managed Futures Strategy ETF	−238	16,094	$523,537
—		−236	31,227	$0
NVDA	Nvidia Corp	−194	3,904	$891,595
VOO	VANGUARD 500 INDEX FUND	−142	18,023	$12,631,599
IVV	iShares Core S&P 500 ETF	−120	2,377	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−66	30,680	$1,453,004
MSFT	Microsoft Corp	−60	842	$431,861
AMD	Advanced Micro Devices Inc	−22	352	$215,339
AAPL	Apple Inc.	−7	2,263	$753,624
JPM	Jpmorgan Chase & Co	−6	734	$242,829
GOOG	Alphabet Inc.	−4	832	$283,495
MTUM	iShares MSCI USA Momentum Factor ETF	−4	10,231	$0
GOOGL	Alphabet Inc.	−4	913	$314,145
META	Meta Platforms, Inc.	−1	480	$348,086
AVGO	Broadcom Inc.	−1	741	$260,231
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	906	$207,990
QQQ	Invesco Qqq Trust, Series 1	279	$206,395
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	5,264	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MU	Micron Technology Inc	197	$227,395
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $72,909,260 total · filing declares 54 positions · $129,987,348 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	18,023	-142	$12,631,599	+1.2%	17.33%
DDOG	Datadog, Inc. Technology	Held	40,528	0	$11,098,592	+5.2%	15.22%
VEA	Vanguard FTSE Developed Markets ETF	Added	99,882	+508	$7,052,668	−0.4%	9.67%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	78,254	+2,015	$4,641,244	+2.0%	6.37%
VTV	VANGUARD VALUE INDEX FUND	Reduced	20,665	-305	$4,465,293	−2.3%	6.12%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	81,503	+1,083	$4,107,751	+1.0%	5.63%
AVLV	Avantis U.S. Large Cap Value ETF	Added	45,252	+448	$4,092,590	+0.1%	5.61%
AVUV	Avantis U.S. Small Cap Value ETF	Added	32,279	+145	$3,801,497	−5.2%	5.21%
GLDM	World Gold Trust	Reduced	31,635	-1,650	$2,599,764	−1.7%	3.57%
AVDV	Avantis International Small Cap Value ETF	Added	21,713	+384	$2,374,967	+8.1%	3.26%
IAU	Ishares Gold Trust	Held	22,007	0	$1,718,746	+3.4%	2.36%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	30,680	-66	$1,453,004	−6.6%	1.99%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	14,741	+853	$1,321,235	−1.3%	1.81%
DISV	Dimensional International Small Cap Value ETF	Reduced	26,794	-1,104	$1,159,912	+3.6%	1.59%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Reduced	28,215	-795	$1,154,275	−9.6%	1.58%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	12,856	+600	$901,848	+0.2%	1.24%
NVDA	Nvidia Corp Technology	Reduced	3,904	-194	$891,595	+8.7%	1.22%
AAPL	Apple Inc. Technology	Reduced	2,263	-7	$753,624	+14.7%	1.03%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	8,138	+127	$628,660	−0.7%	0.86%
SPY	Spdr S&P 500 ETF Trust	Held	812	0	$619,255	+2.1%	0.85%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	5,934	-266	$587,940	−7.3%	0.81%
DBMF	iMGP DBI Managed Futures Strategy ETF	Reduced	16,094	-238	$523,537	+4.7%	0.72%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	1,446	+64	$508,775	+7.0%	0.70%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Added	4,962	+213	$502,055	−1.9%	0.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,872	+119	$466,408	+11.6%	0.64%
MSFT	Microsoft Corp Technology	Reduced	842	-60	$431,861	+28.4%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	480	-1	$348,086	+28.5%	0.48%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	914	+99	$342,055	+13.4%	0.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	913	-4	$314,145	−4.1%	0.43%
GOOG	Alphabet Inc. Communication Services	Reduced	832	-4	$283,495	−4.0%	0.39%
AVGO	Broadcom Inc. Technology	Reduced	741	-1	$260,231	−7.2%	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	734	-6	$242,829	+0.2%	0.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	352	-22	$215,339	−0.9%	0.30%
CRM	Salesforce, Inc. Technology	NEW	906	NEW	$207,990	NEW	0.29%
QQQ	Invesco Qqq Trust, Series 1	NEW	279	NEW	$206,395	NEW	0.28%
RSP	Victory Portfolios II	Added	11,156	+2	$0	−100.0%	0.00%
		Reduced	31,227	-236	$0	−100.0%	0.00%
		Added	96,768	+2,872	$0	−100.0%	0.00%
ACWV	iShares Trust	Added	20,210	+385	$0	−100.0%	0.00%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	44,809	+756	$0	−100.0%	0.00%
IEFA	iShares Core MSCI EAFE ETF	Added	122,042	+804	$0	−100.0%	0.00%
IEMG	iShares Trust	Reduced	28,034	-752	$0	−100.0%	0.00%
IJH	iShares Core S&P Mid-Cap ETF	Added	61,734	+1,977	$0	−100.0%	0.00%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Reduced	11,612	-294	$0	−100.0%	0.00%
IJR	iShares Core S&P Small-Cap ETF	Added	16,399	+495	$0	−100.0%	0.00%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	11,693	-703	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Reduced	2,377	-120	$0	−100.0%	0.00%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	10,231	-4	$0	−100.0%	0.00%
MUB	iShares National Muni Bond ETF	Added	20,926	+1,575	$0	−100.0%	0.00%
NYF	iShares New York Muni Bond ETF	Held	9,787	0	$0	−100.0%	0.00%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.