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The Analysis of Hudson Oak Wealth Advisory LLC's Holdings & P&L

Currently, Hudson Oak Wealth Advisory LLC holds 52 types of securities in its portfolio with a total value $129.7M. In the most recent quarter, they have increased their positions in N/A (+4.8K shares, valued at $471.4K), SPTS (+14.6K shares, valued at $424.9K), MUB (+3.2K shares, valued at $340.0K); decreased their positions in N/A (-10.2K shares, valued at $2.7M), VEA (-4.2K shares, valued at $297.5K), IEMG (-2.5K shares, valued at $208.3K); initiated new positions in MU (+197 shares, valued at $227.4K), AMD (+374 shares, valued at $217.3K).

1M P&L

+575.6K+0.60%

3M P&L

+3.6M+3.86%

HY P&L

+8.7M+9.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A93.5M

96.6%

2Semiconductors1.3M

1.3%

3Consumer Electronics656.8K

0.7%

Top Industries by Stock Count

1N/A34 stocks

81.0%

2Semiconductors3 stocks

7.1%

3Internet Content & Information2 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS18.2K shares0.99%2026-06-302026-07-21

ISHARES TR ISHARES TR121.2K shares1.82%2026-06-302026-07-21

DATADOG INC DATADOG INC40.5K shares-20.17%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS99.4K shares-4.03%2026-06-302026-07-21

QUAL ISHARES TR23.2K shares-1.25%2026-06-302026-07-21

IJH ISHARES TR59.8K shares-1.38%2026-06-302026-07-21

VTV VANGUARD INDEX FDS21.0K shares-2.03%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F76.2K shares2.63%2026-06-302026-07-21

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ISHARES TR ISHARES TR44.1K shares12.12%2026-06-302026-07-21

AVLV AMERICAN CENTY ETF TR44.8K shares0.08%2026-06-302026-07-21

ICSH ISHARES TR80.4K shares7.28%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR32.1K shares-3.48%2026-06-302026-07-21

MTUM ISHARES TR10.2K shares-2.34%2026-06-302026-07-21

SUB ISHARES TR28.3K shares-0.22%2026-06-302026-07-21

BIL SPDR SERIES TRUST31.5K shares-2.28%2026-06-302026-07-21

SPTS SPDR SERIES TRUST93.9K shares18.48%2026-06-302026-07-21

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WORLD GOLD TR WORLD GOLD TR33.3K shares-1.59%2026-06-302026-07-21

USMV ISHARES TR25.6K shares3.24%2026-06-302026-07-21

IEMG ISHARES INC28.8K shares-8.03%2026-06-302026-07-21

ACWV ISHARES INC19.8K shares3.32%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T11.2K shares0.38%2026-06-302026-07-21

IJR ISHARES TR15.9K shares-3.09%2026-06-302026-07-21

AVDV AMERICAN CENTY ETF TR21.3K shares-3.18%2026-06-302026-07-21

MUB ISHARES TR19.4K shares19.51%2026-06-302026-07-21

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ISHARES TR ISHARES TR2.5K shares-6.62%2026-06-302026-07-21

IJJ ISHARES TR11.9K shares-1.59%2026-06-302026-07-21

IJS ISHARES TR12.4K shares-2.78%2026-06-302026-07-21

IAU ISHARES GOLD TR22.0K shares0.00%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS30.7K shares-1.04%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS13.9K shares5.33%2026-06-302026-07-21

XLRE SELECT SECTOR SPDR TR29.0K shares-5.04%2026-06-302026-07-21

DISV DIMENSIONAL ETF TRUST27.9K shares0.26%2026-06-302026-07-21

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BND VANGUARD BD INDEX FDS12.3K shares4.61%2026-06-302026-07-21

NVDA NVIDIA CORPORATION4.1K shares1.29%2026-06-302026-07-21

AAPL APPLE INC2.3K shares-2.99%2026-06-302026-07-21

EMXC ISHARES INC6.2K shares-15.17%2026-06-302026-07-21

VCSH VANGUARD SCOTTSDALE FDS8.0K shares-0.12%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T812 shares0.00%2026-06-302026-07-21

NYF ISHARES TR9.8K shares1.12%2026-06-302026-07-21

CWB SPDR SERIES TRUST4.7K shares-4.35%2026-06-302026-07-21

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DBMF LITMAN GREGORY FDS TR16.3K shares0.00%2026-06-302026-07-21

VV VANGUARD INDEX FDS1.4K shares1.17%2026-06-302026-07-21

AMZN AMAZON COM INC1.8K shares-1.57%2026-06-302026-07-21

MSFT MICROSOFT CORP902 shares-4.75%2026-06-302026-07-21

GOOGL ALPHABET INC917 shares-3.17%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS815 shares-0.73%2026-06-302026-07-21

GOOG ALPHABET INC836 shares-4.46%2026-06-302026-07-21

BROADCOM INC BROADCOM INC742 shares-3.39%2026-06-302026-07-21

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META PLATFORMS INC META PLATFORMS INC481 shares-3.99%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO740 shares-1.86%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC197 sharesnew addition2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC374 sharesnew addition2026-06-302026-07-21

VOO

VANGUARD INDEX FDS

0.99%

Shares18.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

1.82%

Shares121.2K

Event2026-06-30

Filed2026-07-21

DATADOG INC

-20.17%

Shares40.5K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

-4.03%

Shares99.4K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-1.25%

Shares23.2K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-1.38%

Shares59.8K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-2.03%

Shares21.0K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

2.63%

Shares76.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

12.12%

Shares44.1K

Event2026-06-30

Filed2026-07-21

AVLV

AMERICAN CENTY ETF TR

0.08%

Shares44.8K

Event2026-06-30

Filed2026-07-21

ICSH

ISHARES TR

7.28%

Shares80.4K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

-3.48%

Shares32.1K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

-2.34%

Shares10.2K

Event2026-06-30

Filed2026-07-21

SUB

ISHARES TR

-0.22%

Shares28.3K

Event2026-06-30

Filed2026-07-21

BIL

SPDR SERIES TRUST

-2.28%

Shares31.5K

Event2026-06-30

Filed2026-07-21

SPTS

SPDR SERIES TRUST

18.48%

Shares93.9K

Event2026-06-30

Filed2026-07-21

WORLD GOLD TR

-1.59%

Shares33.3K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

3.24%

Shares25.6K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-8.03%

Shares28.8K

Event2026-06-30

Filed2026-07-21

ACWV

ISHARES INC

3.32%

Shares19.8K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.38%

Shares11.2K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-3.09%

Shares15.9K

Event2026-06-30

Filed2026-07-21

AVDV

AMERICAN CENTY ETF TR

-3.18%

Shares21.3K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

19.51%

Shares19.4K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-6.62%

Shares2.5K

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

-1.59%

Shares11.9K

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

-2.78%

Shares12.4K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

-1.04%

Shares30.7K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

5.33%

Shares13.9K

Event2026-06-30

Filed2026-07-21

XLRE

SELECT SECTOR SPDR TR

-5.04%

Shares29.0K

Event2026-06-30

Filed2026-07-21

DISV

DIMENSIONAL ETF TRUST

0.26%

Shares27.9K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

4.61%

Shares12.3K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.29%

Shares4.1K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-2.99%

Shares2.3K

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

-15.17%

Shares6.2K

Event2026-06-30

Filed2026-07-21

VCSH

VANGUARD SCOTTSDALE FDS

-0.12%

Shares8.0K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

0.00%

Shares812

Event2026-06-30

Filed2026-07-21

NYF

ISHARES TR

1.12%

Shares9.8K

Event2026-06-30

Filed2026-07-21

CWB

SPDR SERIES TRUST

-4.35%

Shares4.7K

Event2026-06-30

Filed2026-07-21

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

1.17%

Shares1.4K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-1.57%

Shares1.8K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-4.75%

Shares902

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-3.17%

Shares917

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-0.73%

Shares815

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-4.46%

Shares836

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-3.39%

Shares742

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-3.99%

Shares481

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.86%

Shares740

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares197

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

New

Shares374

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available