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Hudson Oak Wealth Advisory LLC

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13F filer, CIK 2088700, HOBOKEN, NJ

Hudson Oak Wealth Advisory LLC reported $129,652,040 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 53.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002088700-26-000003

Period
2026-06-30
Reported value
$130M
Holdings
52
Top 10 weight
53.29%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGadded+4,763$471K
SPTSadded+14,647$425K
MUBadded+3,159$340K
ICSHadded+5,458$276K
MUnew+197$227K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DDOGreduced-10,237-$2.67M
VEAreduced-4,176-$298K
INDAexited-4,744-$222K
EFAVexited-2,410-$220K
IEMGreduced-2,515-$208K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002088700-26-000003, largest first. % of portfolio is the value over $129,652,040, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,738 shares; 2026Q1: 17,987 shares; 2026Q2: 18,165 shares 18,165$12.5M9.62%+178Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 117,104 shares; 2026Q1: 119,074 shares; 2026Q2: 121,238 shares 121,238$11.7M9.03%+2,164Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 50,762 shares; 2026Q1: 50,765 shares; 2026Q2: 40,528 shares 40,528$10.6M8.14%-10,237Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 101,776 shares; 2026Q1: 103,550 shares; 2026Q2: 99,374 shares 99,374$7.08M5.46%-4,176Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,115 shares; 2026Q1: 23,529 shares; 2026Q2: 23,235 shares 23,235$5.1M3.93%-294Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,284 shares; 2026Q1: 60,594 shares; 2026Q2: 59,757 shares 59,757$4.61M3.55%-837Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,425 shares; 2026Q1: 21,404 shares; 2026Q2: 20,970 shares 20,970$4.57M3.52%-434Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 73,262 shares; 2026Q1: 74,285 shares; 2026Q2: 76,239 shares 76,239$4.55M3.51%+1,954Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,845 shares; 2026Q1: 39,290 shares; 2026Q2: 44,053 shares 44,053$4.36M3.36%+4,763Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 41,212 shares; 2026Q1: 44,769 shares; 2026Q2: 44,804 shares 44,804$4.09M3.15%+35Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 72,697 shares; 2026Q1: 74,962 shares; 2026Q2: 80,420 shares 80,420$4.07M3.14%+5,458Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,789 shares; 2026Q1: 33,291 shares; 2026Q2: 32,134 shares 32,134$4.01M3.09%-1,157Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,137 shares; 2026Q1: 10,480 shares; 2026Q2: 10,235 shares 10,235$3.51M2.71%-245Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,211 shares; 2026Q1: 28,368 shares; 2026Q2: 28,307 shares 28,307$3.01M2.32%-61Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,318 shares; 2026Q1: 32,197 shares; 2026Q2: 31,463 shares 31,463$2.88M2.22%-734Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 77,168 shares; 2026Q1: 79,249 shares; 2026Q2: 93,896 shares 93,896$2.72M2.1%+14,647Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,663 shares; 2026Q1: 33,823 shares; 2026Q2: 33,285 shares 33,285$2.64M2.04%-538Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,236 shares; 2026Q1: 24,820 shares; 2026Q2: 25,623 shares 25,623$2.47M1.91%+803Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,301 shares; 2026Q1: 31,301 shares; 2026Q2: 28,786 shares 28,786$2.38M1.84%-2,515Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,150 shares; 2026Q1: 19,188 shares; 2026Q2: 19,825 shares 19,825$2.38M1.84%+637Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,983 shares; 2026Q1: 11,112 shares; 2026Q2: 11,154 shares 11,154$2.37M1.83%+42Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,360 shares; 2026Q1: 16,411 shares; 2026Q2: 15,904 shares 15,904$2.36M1.82%-507Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,702 shares; 2026Q1: 22,030 shares; 2026Q2: 21,329 shares 21,329$2.2M1.7%-701Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,761 shares; 2026Q1: 16,192 shares; 2026Q2: 19,351 shares 19,351$2.08M1.61%+3,159Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 2,497 shares 2,497$1.87M1.44%-177Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,098 shares; 2026Q1: 12,098 shares; 2026Q2: 11,906 shares 11,906$1.76M1.36%-192Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,751 shares; 2026Q1: 12,751 shares; 2026Q2: 12,396 shares 12,396$1.69M1.31%-355Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,253 shares; 2026Q1: 22,007 shares; 2026Q2: 22,007 shares 22,007$1.66M1.28%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,113 shares; 2026Q1: 31,070 shares; 2026Q2: 30,746 shares 30,746$1.56M1.2%-324Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,851 shares; 2026Q1: 13,185 shares; 2026Q2: 13,888 shares 13,888$1.34M1.03%+703Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,095 shares; 2026Q1: 30,551 shares; 2026Q2: 29,010 shares 29,010$1.28M0.99%-1,541Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,031 shares; 2026Q1: 27,827 shares; 2026Q2: 27,898 shares 27,898$1.12M0.86%+71Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,716 shares; 2026Q1: 11,716 shares; 2026Q2: 12,256 shares 12,256$900K0.69%+540Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,089 shares; 2026Q1: 4,046 shares; 2026Q2: 4,098 shares 4,098$820K0.63%+52Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,382 shares; 2026Q1: 2,340 shares; 2026Q2: 2,270 shares 2,270$657K0.51%-70Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,559 shares; 2026Q1: 7,309 shares; 2026Q2: 6,200 shares 6,200$634K0.49%-1,109Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,734 shares; 2026Q1: 8,021 shares; 2026Q2: 8,011 shares 8,011$633K0.49%-10Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812$606K0.47%0Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,311 shares; 2026Q1: 9,679 shares; 2026Q2: 9,787 shares 9,787$528K0.41%+108Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,965 shares; 2026Q1: 4,965 shares; 2026Q2: 4,749 shares 4,749$512K0.39%-216Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,332 shares; 2026Q1: 16,332 shares; 2026Q2: 16,332 shares 16,332$500K0.39%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,382 shares 1,382$475K0.37%+16Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,775 shares; 2026Q1: 1,781 shares; 2026Q2: 1,753 shares 1,753$418K0.32%-28Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,160 shares; 2026Q1: 947 shares; 2026Q2: 902 shares 902$336K0.26%-45Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 949 shares; 2026Q1: 947 shares; 2026Q2: 917 shares 917$328K0.25%-30Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 815 shares 815$302K0.23%-6Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 836 shares 836$295K0.23%-39Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 759 shares; 2026Q1: 768 shares; 2026Q2: 742 shares 742$280K0.22%-26Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 503 shares; 2026Q1: 501 shares; 2026Q2: 481 shares 481$271K0.21%-20Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 764 shares; 2026Q1: 754 shares; 2026Q2: 740 shares 740$242K0.19%-14Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197$227K0.18%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374 shares 374$217K0.17%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INDAISHARES TR4,744$222Kshares
EFAVISHARES TR2,410$220Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002088700-26-000003 base2026-07-21acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002088700-26-000003 Quarter ended 2026-06-302026-07-21acceptance time not in the bulk data set
13F-HR 0002088700-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002088700-26-000001 Quarter ended 2025-12-312026-01-23acceptance time not in the bulk data set