AI Portfolio Summary
In 2025 Q4, Hudson Oak Wealth Advisory LLC maintained a portfolio of 55 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 9.81% of the total fund value.
Total Positions
55
Quarter
2025 Q4
Top Holding
VOO (9.8%)
Top 10 Concentration
51.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 55
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 9.81% | — |
#1
Prev: #—
|
9.4 | 17,738 | no change |
NEW
|
17,738 | $11,124,187 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 9.24% | — |
#2
Prev: #—
|
8.7 | 117,104 | no change |
NEW
|
117,104 | $10,476,124 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDOG
DATADOG INC
|
Technology | 6.09% | — |
#3
Prev: #—
|
6.9 | 50,762 | no change |
NEW
|
50,762 | $6,903,124 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.61% | — |
#4
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|
6.2 | 101,776 | no change |
NEW
|
101,776 | $6,357,947 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 4.05% | — |
#5
Prev: #—
|
5.6 | 23,115 | no change |
NEW
|
23,115 | $4,591,101 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 3.61% | — |
#6
Prev: #—
|
4.9 | 21,425 | no change |
NEW
|
21,425 | $4,091,961 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.47% | — |
#7
Prev: #—
|
4.9 | 73,262 | no change |
NEW
|
73,262 | $3,938,565 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 3.39% | — |
#8
Prev: #—
|
4.9 | 58,284 | no change |
NEW
|
58,284 | $3,846,744 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 3.33% | — |
#9
Prev: #—
|
4.8 | 37,845 | no change |
NEW
|
37,845 | $3,779,959 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 3.24% | — |
#10
Prev: #—
|
4.8 | 72,697 | no change |
NEW
|
72,697 | $3,677,014 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 2.95% | — |
#11
Prev: #—
|
4.7 | 32,789 | no change |
NEW
|
32,789 | $3,343,822 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 2.75% | — |
#12
Prev: #—
|
4.6 | 41,212 | no change |
NEW
|
41,212 | $3,122,633 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 2.66% | — |
#13
Prev: #—
|
4.6 | 28,211 | no change |
NEW
|
28,211 | $3,010,114 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.61% | — |
#14
Prev: #—
|
4.5 | 32,318 | no change |
NEW
|
32,318 | $2,953,219 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.54% | — |
#15
Prev: #—
|
4.5 | 33,663 | no change |
NEW
|
33,663 | $2,873,810 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.24% | — |
#16
Prev: #—
|
4.4 | 10,137 | no change |
NEW
|
10,137 | $2,537,392 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 1.99% | — |
#17
Prev: #—
|
4.3 | 77,168 | no change |
NEW
|
77,168 | $2,259,479 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES TR
|
ETF | 1.93% | — |
#18
Prev: #—
|
4.3 | 23,236 | no change |
NEW
|
23,236 | $2,187,902 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWV
ISHARES INC
|
ETF | 1.90% | — |
#19
Prev: #—
|
4.3 | 18,150 | no change |
NEW
|
18,150 | $2,155,313 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 1.86% | — |
#20
Prev: #—
|
4.2 | 31,301 | no change |
NEW
|
31,301 | $2,104,053 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.80% | — |
#21
Prev: #—
|
4.2 | 21,702 | no change |
NEW
|
21,702 | $2,039,337 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.63% | — |
#22
Prev: #—
|
4.2 | 15,360 | no change |
NEW
|
15,360 | $1,845,965 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.62% | — |
#23
Prev: #—
|
4.1 | 2,674 | no change |
NEW
|
2,674 | $1,831,530 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.52% | — |
#24
Prev: #—
|
4.1 | 21,253 | no change |
NEW
|
21,253 | $1,725,106 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 1.49% | — |
#25
Prev: #—
|
4.1 | 15,761 | no change |
NEW
|
15,761 | $1,688,161 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 55 holdings