Hudson Oak Wealth Advisory LLC
•CIK: 2088700•Filing: Q4 2025
**Hudson Oak Wealth Advisory LLC** manages $113M across a diversified portfolio of 55 positions. The strategy exhibits a notable allocation toward broad market exposure, highlighted by top holdings in VOO ($11.1M) and IEFA ($10.5M). Further diversification is evident with significant weightings in sector and international plays, including DDOG ($6.9M) and VEA ($6.4M). This positioning suggests a core focus on established market leaders alongside international and thematic growth vectors.
Total AUM
$113.3M
QoQ Performance
N/A
Positions
28
Top 10 Concentration
51.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IEFA
DDOG
VEA
VOO9.8%
IEFA9.2%
DDOG6.1%
VEA5.6%
QUAL4.1%
VTV3.6%
VWO3.5%
IJH3.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other84.3%
ETF11.9%
Technology3.0%
Financial0.4%
Consumer0.4%