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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 $115.1M. In the most recent quarter, they have increased their positions in N/A (+3.1K shares, valued at $600.5K), AVLV (+3.6K shares, valued at $286.7K), IEFA (+2.0K shares, valued at $178.3K); decreased their positions in MSFT (-213 shares, valued at $78.8K), BIL (-121 shares, valued at $11.1K), AAPL (-42 shares, valued at $10.7K).

1M P&L

+2.0M+1.82%

3M P&L

+8.7M+8.48%

HY P&L

+11.5M+11.62%

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/A91.0M

91.4%

2Software - Application6.0M

6.0%

3Semiconductors705.6K

0.7%

Top Industries by Stock Count

1N/A39 stocks

84.8%

2Software - Application1 stocks

2.2%

3Semiconductors1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR119.1K shares1.68%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS18.0K shares1.40%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS103.5K shares1.74%2026-03-312026-04-21

DDOG DATADOG INC50.8K shares0.01%2026-03-312026-04-21

QUAL ISHARES TR23.5K shares1.79%2026-03-312026-04-21

VTV VANGUARD INDEX FDS21.4K shares-0.10%2026-03-312026-04-21

IJH ISHARES TR60.6K shares3.96%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F74.3K shares1.40%2026-03-312026-04-21

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AGG ISHARES TR39.3K shares3.82%2026-03-312026-04-21

ICSH ISHARES TR75.0K shares3.12%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR33.3K shares1.53%2026-03-312026-04-21

AVLV AMERICAN CENTY ETF TR44.8K shares8.63%2026-03-312026-04-21

GLDM WORLD GOLD TR33.8K shares0.48%2026-03-312026-04-21

SUB ISHARES TR28.4K shares0.56%2026-03-312026-04-21

BIL SPDR SERIES TRUST32.2K shares-0.37%2026-03-312026-04-21

MTUM ISHARES TR10.5K shares3.38%2026-03-312026-04-21

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SPTS SPDR SERIES TRUST79.2K shares2.70%2026-03-312026-04-21

USMV ISHARES TR24.8K shares6.82%2026-03-312026-04-21

ACWV ISHARES INC19.2K shares5.72%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR22.0K shares1.51%2026-03-312026-04-21

IEMG ISHARES INC31.3K shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.1K shares39.20%2026-03-312026-04-21

IJR ISHARES TR16.4K shares6.84%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR22.0K shares3.55%2026-03-312026-04-21

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IVV ISHARES TR2.7K shares0.00%2026-03-312026-04-21

MUB ISHARES TR16.2K shares2.73%2026-03-312026-04-21

IJJ ISHARES TR12.1K shares0.00%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS31.1K shares-0.14%2026-03-312026-04-21

IJS ISHARES TR12.8K shares0.00%2026-03-312026-04-21

XLRE SELECT SECTOR SPDR TR30.6K shares12.76%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS13.2K shares2.60%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST27.8K shares-0.73%2026-03-312026-04-21

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BND VANGUARD BD INDEX FDS11.7K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION4.0K shares-1.05%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS8.0K shares3.71%2026-03-312026-04-21

AAPL APPLE INC2.3K shares-1.76%2026-03-312026-04-21

EMXC ISHARES INC7.3K shares31.48%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T812 shares0.00%2026-03-312026-04-21

NYF ISHARES TR9.7K shares3.95%2026-03-312026-04-21

DBMF LITMAN GREGORY FDS TR16.3K shares0.00%2026-03-312026-04-21

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CWB SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC1.8K shares0.34%2026-03-312026-04-21

MSFT MICROSOFT CORP947 shares-18.36%2026-03-312026-04-21

META META PLATFORMS INC501 shares-0.40%2026-03-312026-04-21

ALPHABET INC ALPHABET INC947 shares-0.21%2026-03-312026-04-21

VTI VANGUARD INDEX FDS821 shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC875 shares0.00%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC768 shares1.19%2026-03-312026-04-21

INDA ISHARES TR4.7K shares11.07%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO754 shares-1.31%2026-03-312026-04-21

EFAV ISHARES TR2.4K shares0.92%2026-03-312026-04-21

IEFA

ISHARES TR

1.68%

Shares119.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.40%

Shares18.0K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

1.74%

Shares103.5K

Event2026-03-31

Filed2026-04-21

DDOG

DATADOG INC

0.01%

Shares50.8K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

1.79%

Shares23.5K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-0.10%

Shares21.4K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

3.96%

Shares60.6K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

1.40%

Shares74.3K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

3.82%

Shares39.3K

Event2026-03-31

Filed2026-04-21

ICSH

ISHARES TR

3.12%

Shares75.0K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

1.53%

Shares33.3K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

8.63%

Shares44.8K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

0.48%

Shares33.8K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

0.56%

Shares28.4K

Event2026-03-31

Filed2026-04-21

BIL

SPDR SERIES TRUST

-0.37%

Shares32.2K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

3.38%

Shares10.5K

Event2026-03-31

Filed2026-04-21

SPTS

SPDR SERIES TRUST

2.70%

Shares79.2K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

6.82%

Shares24.8K

Event2026-03-31

Filed2026-04-21

ACWV

ISHARES INC

5.72%

Shares19.2K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

1.51%

Shares22.0K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

0.00%

Shares31.3K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

39.20%

Shares11.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

6.84%

Shares16.4K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

3.55%

Shares22.0K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

2.73%

Shares16.2K

Event2026-03-31

Filed2026-04-21

IJJ

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-0.14%

Shares31.1K

Event2026-03-31

Filed2026-04-21

IJS

ISHARES TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-21

XLRE

SELECT SECTOR SPDR TR

12.76%

Shares30.6K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

2.60%

Shares13.2K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-0.73%

Shares27.8K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-1.05%

Shares4.0K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

3.71%

Shares8.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.76%

Shares2.3K

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES INC

31.48%

Shares7.3K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares812

Event2026-03-31

Filed2026-04-21

NYF

ISHARES TR

3.95%

Shares9.7K

Event2026-03-31

Filed2026-04-21

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-21

CWB

SPDR SERIES TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.34%

Shares1.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-18.36%

Shares947

Event2026-03-31

Filed2026-04-21