Hudson Oak Wealth Advisory LLC - Portfolio overview

Hudson Oak Wealth Advisory LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 9.37%
2. VOO - VANGUARD INDEX FDS, 9.34%
3. VEA - VANGUARD TAX-MANAGED FDS, 5.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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