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Livermore
Livermore
ZHEN

Hudson Oak Wealth Advisory LLC

SEC CIK
0002088700
Latest filing
Jul 21, 2026

The latest 13F from Hudson Oak Wealth Advisory LLC covers Q2 2026 (filed Jul 21, 2026): 52 long positions worth $129.7M. The top 10 holdings make up 53.3% of the portfolio, and the largest is Vanguard S&P 500 ETF at 9.6%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$444.7K
Added
17
Est. +$2.26M
Reduced
30
Est. −$4.41M
Sold out
2
Est. −$442.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    9.6%$12.5M
  2. iShares Core MSCI Eafe ETF46432F842
    9.0%$11.7M
  3. DDOGDatadog, Inc.
    8.1%$10.6MHistory
  4. Vanguard Ftse Developed Markets ETF921943858
    5.5%$7.08M
  5. iShares MSCI USA Quality Factor ETF46432F339
    3.9%$5.10M

Share of portfolio

Top 5 holdings and the other 47 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF9.6%
  2. iShares Core MSCI Eafe ETF9.0%
  3. DDOG8.1%
  4. Vanguard Ftse Developed Markets ETF5.5%
  5. iShares MSCI USA Quality Factor ETF3.9%
  6. Other 47 positions63.8%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$471.4KAdded
  2. SPDR Series Trust78468R101
    +$424.9KAdded
  3. iShares Tr464288414
    +$340.0KAdded
  4. iShares Tr46434V878
    +$276.1KAdded
  5. MUMicron Technology Inc
    +$227.4KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +0.28 pp9.3% → 9.6%
  2. MUMicron Technology Inc
    +0.18 pp0.0% → 0.2%History
  3. AMDAdvanced Micro Devices Inc
    +0.17 pp0.0% → 0.2%History
  4. iShares Tr464288414
    +0.11 pp1.5% → 1.6%
  5. SPDR Series Trust78468R101
    +0.09 pp2.0% → 2.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DDOGDatadog, Inc.
    −$2.67MReducedHistory
  2. Vanguard Ftse Developed Markets ETF921943858
    −$297.5KReduced
  3. iShares MSCI India ETF46429B598
    −$222.2KSold out
  4. iShares MSCI Eafe Min Vol Factor ETF46429B689
    −$220.2KSold out
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$208.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GLDMWorld Gold Trust
    −0.69 pp2.7% → 2.0%History
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −0.34 pp2.6% → 2.2%
  3. Vanguard Ftse Developed Markets ETF921943858
    −0.30 pp5.8% → 5.5%
  4. iShares Tr464288158
    −0.30 pp2.6% → 2.3%
  5. American Centy ETF Tr025072802
    −0.22 pp1.9% → 1.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$129.7M
+$14.6M (+12.6%) vs. prior quarter
Positions
52
0 vs. prior quarter
Top 10 concentration
53.3%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $129.7M (Q2 2026)

Q4 2025: $113.3MQ1 2026: $115.1MQ2 2026: $129.7M
Q4 2025Q2 2026
13F filings of Hudson Oak Wealth Advisory LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 202652$129.7MVanguard S&P 500 ETFiShares Core MSCI Eafe ETFDDOGvs. Q1 2026SEC
Q1 2026Apr 21, 202652$115.1MiShares Core MSCI Eafe ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Jan 23, 202655$113.3MVanguard S&P 500 ETFiShares Core MSCI Eafe ETFDDOG–SEC