DOSSIER · 13F-HR · Q2 2026
Hudson Oak Wealth Advisory LLC
$130M in tracked AUM across 52 positions as of Q2 2026.
HO
CIK 0002088700 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Hudson Oak Wealth Advisory LLC
Report Period: December 31, 2025 Total Portfolio Value: $113.35 Million Total Holdings: 55
1. Portfolio Overview
Hudson Oak Wealth Advisory LLC manages a moderately diversified portfolio of approximately $113.35 million spread across 55 holdings. The portfolio is characterized by a heavy reliance on Exchange Traded Funds (ETFs), which constitute roughly 85% of the total assets under management. The st...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.