Holdings

Hudson Oak Wealth Advisory LLC

As of Sep 30, 2026, Hudson Oak Wealth Advisory LLC reported 53 positions worth US$130M. Largest: Vanguard S&P 500 ETF, iShares Core MSCI EAFE ETF and Datadog, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Vanguard S&P 500 ETF18,023US$12.6MnewSep 30, 2026
iShares Core MSCI EAFE ETF122KUS$11.8MnewSep 30, 2026
Datadog, Inc.40,528US$11.1Mno changeSep 30, 2026
Vanguard FTSE Developed Markets ETF99,882US$7.05MnewSep 30, 2026
iShares MSCI USA Quality Factor ETF22,613US$5.03MnewSep 30, 2026
Vanguard FTSE Emerging Markets ETF78,254US$4.64MnewSep 30, 2026
Vanguard Morningstar Value ETF20,665US$4.47MnewSep 30, 2026
iShares Core S&P Mid-Cap ETF61,734US$4.44MnewSep 30, 2026
iShares Core U.S. Aggregate Bond ETF44,809US$4.24MnewSep 30, 2026
iShares Ultra Short Duration Bond Active ETF81,503US$4.11MnewSep 30, 2026