Hudson Oak Wealth Advisory LLC ETF holdings
Hoboken, NJ
Reported $115.0M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$115.0M
ETFs held
40
Change from prior quarter
+8.7%
With price moves
ETFs as a share of its 13F
88.7%
of $129.7M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $12.5M | 18,165 | +178 shares |
| IEFA | iShares Core MSCI EAFE ETF | $11.7M | 121,238 | +2,164 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $7.1M | 99,374 | −4,176 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $5.1M | 23,235 | −294 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $4.6M | 59,757 | −837 shares |
| VTV | Vanguard Morningstar Value ETF | $4.6M | 20,970 | −434 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $4.6M | 76,239 | +1,954 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.4M | 44,053 | +4,763 shares |
| AVLV | Avantis US Large Cap Value ETF | $4.1M | 44,804 | +35 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $4.1M | 80,420 | +5,458 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002088700. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Hudson Oak Wealth Advisory LLC own?
Hudson Oak Wealth Advisory LLC reported 40 ETF positions worth $115.0M in its Form 13F for June 30, 2026. The largest was VOO, at $12.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.