We are live on ! Find out more
HOWA

Hudson Oak Wealth Advisory Portfolio holdings

AUM $130M
This Fund
S&P 500
This Quarter Est. Return
+1.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
100.16%
Top 10 Hldgs %
51.86%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$11M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.4M
3
DDOG icon
Datadog
DDOG
+$8.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.54M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Communication Services 0.8%
3 Financials 0.4%
4 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$940B
$246K 0.22%
+764
New +$237K
INDA icon
52
iShares MSCI India ETF
INDA
$6.59B
$231K 0.2%
+4,271
New +$230K
SHYG icon
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$215K 0.19%
+5,017
New +$215K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.07T
$211K 0.19%
+419
New +$208K
EFAV icon
55
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.5B
$206K 0.18%
+2,388
New +$204K
1 2
3

Similar funds

TIP
Tandem Investment Partners Bordentown, New Jersey $130M AUM 18.22% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $130M AUM
WC
Wolfstich Capital Medfield, Massachusetts $130M AUM 16.84% 1-Year Est. Return
CTEF
Capital Today Evergreen Fund Grand Cayman, Cayman Islands $129M AUM 22.01% 1-Year Est. Return
AIS
Advocate Investing Services Woodbine, Maryland $130M AUM
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
AIP
Avail Investment Partners Lemont, Pennsylvania $130M AUM

Hudson Oak Wealth Advisory's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Hudson Oak Wealth Advisory, which disclosed 55 positions worth $113M. Its ten largest holdings account for 52% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 17,738 shares worth $11.1M.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, followed by Communication Services and Financials.

  • Hudson Oak Wealth Advisory's largest Q4 2025 buy was Vanguard S&P 500 ETF: 17,738 shares worth $11.1M.
  • Hudson Oak Wealth Advisory's ten largest holdings make up 52% of its $113M portfolio in Q4 2025.
  • Hudson Oak Wealth Advisory disclosed 55 positions in Q4 2025, its first 13F filing on record.

Based on Hudson Oak Wealth Advisory's 13F filing for Q4 2025, filed 23 Jan 2026.