2026 Q1 Portfolio Activity
In 2026 Q1, Hudson Oak Wealth Advisory LLC maintained a portfolio of 55 distinct positions. They heavily accumulated shares in INVESCO EXCHANGE TRADED FD T, increasing the position by 39.2%.
Position History
hover any row below to update
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Total Positions
55
Quarter
2026 Q1
Top Holding
IEFA (9.4%)
Top 10 Concentration
51.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
Hudson Oak Wealth Advisory LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEFA
ISHARES TR
|
ETF | 9.37% | 9.24% |
#1
1
Prev: #2
|
6.2 |
—
|
1,970 | 1.7% |
P
S
|
119,074 | $10,779,769 |
$89.48
+8.7%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 9.34% | 9.81% |
#2
1
Prev: #1
|
5.7 |
—
|
249 | 1.4% |
P
S
|
17,987 | $10,748,280 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.77% | 5.61% |
#3
1
Prev: #4
|
3.8 |
—
|
1,774 | 1.7% |
P
S
|
103,550 | $6,635,484 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DDOG
DATADOG INC
|
Technology | 5.21% | 6.09% |
#4
1
Prev: #3
|
3.1 |
—
|
3 | 0.0% |
P
S
|
50,765 | $5,992,808 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QUAL
ISHARES TR
|
ETF | 3.92% | 4.05% |
#5
Prev: #5
|
2.6 |
—
|
414 | 1.8% |
P
S
|
23,529 | $4,513,097 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 3.65% | 3.61% |
#6
Prev: #6
|
2.0 |
—
|
-21 | -0.1% |
P
S
|
21,404 | $4,199,465 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJH
ISHARES TR
|
ETF | 3.56% | 3.39% |
#7
1
Prev: #8
|
1.9 |
—
|
2,310 | 4.0% |
P
S
|
60,594 | $4,091,913 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.49% | 3.47% |
#8
1
Prev: #7
|
1.9 |
—
|
1,023 | 1.4% |
P
S
|
74,285 | $4,015,104 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES TR
|
ETF | 3.39% | 3.33% |
#9
Prev: #9
|
1.9 |
—
|
1,445 | 3.8% |
P
S
|
39,290 | $3,900,318 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ICSH
ISHARES TR
|
ETF | 3.30% | 3.24% |
#10
Prev: #10
|
1.8 |
—
|
2,265 | 3.1% |
P
S
|
74,962 | $3,794,576 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.20% | 2.95% |
#11
Prev: #11
|
1.8 |
—
|
502 | 1.5% |
P
S
|
33,291 | $3,677,657 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 3.14% | 2.75% |
#12
Prev: #12
|
3.3 |
—
|
3,557 | 8.6% |
P
S
|
44,769 | $3,608,829 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.72% | 2.54% |
#13
2
Prev: #15
|
1.6 |
—
|
160 | 0.5% |
P
S
|
33,823 | $3,135,054 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SUB
ISHARES TR
|
ETF | 2.63% | 2.66% |
#14
1
Prev: #13
|
1.6 |
—
|
157 | 0.6% |
P
S
|
28,368 | $3,021,192 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.56% | 2.61% |
#15
1
Prev: #14
|
1.5 |
—
|
-121 | -0.4% |
P
S
|
32,197 | $2,950,533 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.19% | 2.24% |
#16
Prev: #16
|
1.4 |
—
|
343 | 3.4% |
P
S
|
10,480 | $2,515,095 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 2.01% | 1.99% |
#17
Prev: #17
|
1.3 |
—
|
2,081 | 2.7% |
P
S
|
79,249 | $2,312,486 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
USMV
ISHARES TR
|
ETF | 2.00% | 1.93% |
#18
Prev: #18
|
2.8 |
—
|
1,584 | 6.8% |
P
S
|
24,820 | $2,301,807 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ACWV
ISHARES INC
|
ETF | 1.99% | 1.90% |
#19
Prev: #19
|
2.8 |
—
|
1,038 | 5.7% |
P
S
|
19,188 | $2,293,158 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.91% | 1.80% |
#20
1
Prev: #21
|
1.3 |
—
|
328 | 1.5% |
P
S
|
22,030 | $2,199,916 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEMG
ISHARES INC
|
ETF | 1.90% | 1.86% |
#21
1
Prev: #20
|
1.8 |
—
|
no change | no change |
P
S
|
31,301 | $2,183,245 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.85% | 1.35% |
#22
6
Prev: #28
|
3.2 |
—
|
3,129 | 39.2% |
P
S
|
11,112 | $2,132,615 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJR
ISHARES TR
|
ETF | 1.77% | 1.63% |
#23
1
Prev: #22
|
2.7 |
—
|
1,051 | 6.8% |
P
S
|
16,411 | $2,040,051 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.69% | 1.52% |
#24
Prev: #24
|
1.2 |
—
|
754 | 3.5% |
P
S
|
22,007 | $1,940,137 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 1.52% | 1.62% |
#25
2
Prev: #23
|
1.6 |
—
|
no change | no change |
P
S
|
2,674 | $1,746,684 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MUB
ISHARES TR
|
ETF | 1.49% | 1.49% |
#26
1
Prev: #25
|
1.1 |
—
|
431 | 2.7% |
P
S
|
16,192 | $1,718,781 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJJ
ISHARES TR
|
ETF | 1.39% | 1.40% |
#27
1
Prev: #26
|
1.6 |
—
|
no change | no change |
P
S
|
12,098 | $1,602,985 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.35% | 1.38% |
#28
1
Prev: #27
|
1.0 |
—
|
-43 | -0.1% |
P
S
|
31,070 | $1,550,082 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJS
ISHARES TR
|
ETF | 1.31% | 1.28% |
#29
Prev: #29
|
1.5 |
—
|
no change | no change |
P
S
|
12,751 | $1,510,356 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 1.08% | 0.96% |
#30
1
Prev: #31
|
2.4 |
—
|
3,456 | 12.8% |
P
S
|
30,551 | $1,247,397 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.02% | 1.00% |
#31
1
Prev: #30
|
0.9 |
—
|
334 | 2.6% |
P
S
|
13,185 | $1,169,510 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.95% | 0.94% |
#32
Prev: #32
|
0.9 |
—
|
-204 | -0.7% |
P
S
|
27,827 | $1,097,497 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.75% | 0.77% |
#33
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
11,716 | $862,766 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.61% | 0.67% |
#34
Prev: #34
|
0.7 |
—
|
-43 | -1.1% |
P
S
|
4,046 | $705,622 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.55% | 0.54% |
#35
1
Prev: #36
|
0.7 |
—
|
287 | 3.7% |
P
S
|
8,021 | $635,825 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.52% | 0.57% |
#36
1
Prev: #35
|
0.7 |
—
|
-42 | -1.8% |
P
S
|
2,340 | $593,869 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EMXC
ISHARES INC
|
ETF | 0.50% | 0.36% |
#37
7
Prev: #44
|
2.7 |
—
|
1,750 | 31.5% |
P
S
|
7,309 | $574,926 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.46% | 0.49% |
#38
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
812 | $528,076 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NYF
ISHARES TR
|
ETF | 0.45% | 0.44% |
#39
Prev: #39
|
0.7 |
—
|
368 | 4.0% |
P
S
|
9,679 | $514,148 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DBMF
LITMAN GREGORY ...
|
ETF | 0.43% | 0.40% |
#40
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
16,332 | $492,410 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.39% | 0.39% |
#41
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
4,965 | $454,397 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.35% | 0.38% |
#42
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,366 | $408,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.32% | 0.36% |
#43
Prev: #43
|
0.6 |
—
|
6 | 0.3% |
P
S
|
1,781 | $370,929 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.30% | 0.49% |
#44
7
Prev: #37
|
0.6 |
—
|
-213 | -18.4% |
P
S
|
947 | $350,551 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.25% | 0.29% |
#45
Prev: #45
|
0.6 |
—
|
-2 | -0.4% |
P
S
|
501 | $286,637 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.24% | 0.26% |
#46
Prev: #46
|
0.6 |
—
|
-2 | -0.2% |
P
S
|
947 | $272,319 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.23% | 0.24% |
#47
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
821 | $263,385 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.22% | 0.24% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
875 | $251,003 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.21% | 0.23% |
#49
Prev: #49
|
0.6 |
—
|
9 | 1.2% |
P
S
|
768 | $237,704 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
INDA
ISHARES TR
|
ETF | 0.19% | 0.20% |
#50
2
Prev: #52
|
2.1 |
—
|
473 | 11.1% |
P
S
|
4,744 | $222,209 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 55 holdings