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Home > Institutional Investor > Hudson Oak Wealth Advisory Llc > Profile

Instuitional Investor - Hudson Oak Wealth Advisory Llc

Fund Profile
Filing Period:
Fund Name: Hudson Oak Wealth Advisory Llc
Portfolio Value $113,348,922
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 17,738 $11,124,187 9.81%
2.
Ishares Trust
 VLUE 117,104 $10,476,124 9.24%
3.
Datadog Inc.
 DDOG 50,762 $6,903,124 6.09%
4.
Vanguard Tax-Managed Fds
 101,776 $6,357,947 5.61%
5.
Ishares Trust
 VLUE 23,115 $4,591,101 4.05%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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