Hudson Oak Wealth Advisory LLC: 13F holdings

CIK 20887002026Q2

Positions52
Reported value$129.7m
Filed2026-07-21

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS18,165$12.5m9.6%
IEFA ISHARES TR121,238$11.7m9.0%
DDOG DATADOG INC40,528$10.6m8.1%
VEA VANGUARD TAX-MANAGED FDS99,374$7.1m5.5%
QUAL ISHARES TR23,235$5.1m3.9%
IJH ISHARES TR59,757$4.6m3.6%
VTV VANGUARD INDEX FDS20,970$4.6m3.5%
VWO VANGUARD INTL EQUITY INDEX F76,239$4.6m3.5%
AGG ISHARES TR44,053$4.4m3.4%
AVLV AMERICAN CENTY ETF TR44,804$4.1m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2088700")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples