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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
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

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 Miscellaneous 90.16%
2 Technology 8.28%
3 Communication Services 0.8%
4 Financials 0.4%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
JPM icon
51
JPMorgan Chase
JPM
$870B
$246K 0.22%
+764
New +$237K
2025 Q4
0 quarters
INDA icon
52
iShares MSCI India ETF
INDA
$5.73B
$231K 0.2%
+4,271
New +$230K
2025 Q4
0 quarters
SHYG icon
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$215K 0.19%
+5,017
New +$215K
2025 Q4
0 quarters
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.08T
$211K 0.19%
+419
New +$208K
2025 Q4
0 quarters
EFAV icon
55
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.24B
$206K 0.18%
+2,388
New +$204K
2025 Q4
0 quarters
1 2
3

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CTEF
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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 Miscellaneous at 90% of assets, followed by Technology and Communication Services.

  • 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.