Hudson Oak Wealth Advisory LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 16, 2026, lists a total portfolio value of approximately $129,987,348.
The firm’s portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the holdings. The largest positions include the iShares Core MSCI EAFE ETF, which holds 1,182,342 shares valued at $122,042, and the iShares Core S&P 500 ETF, which holds 4,441,761 shares valued at $61,734. Other significant ETF holdings include the iShares Core MSCI USA Minimum Volatility ETF and the iShares Core S&P 500 ETF.
Among individual common stocks, the portfolio includes positions in major technology and industrial companies. Apple Inc. is listed with 753,624 shares, while NVIDIA Corporation holds 891,596 shares. Other individual stock holdings include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Broadcom Inc., JPMorgan Chase & Co., Meta Platforms Inc., Microsoft Corporation, and Salesforce Inc.
The report lists Rita Rhodes as the consultant responsible for the filing, with contact information provided for the firm based in Hoboken, New Jersey.
