Hudson Oak Wealth Advisory LLC reported 14 positions worth $19.83M for the quarter ended Sep 30, 2026, up 4.7% on the prior quarter. It opened 1 new position, added to 1, trimmed 10 and exited 1. Its largest holding is Datadog, Inc. at 56% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -197 | -100.0% | $227.40K | Exited |
| GLDM World Gold Trust | -1,650 | -5.0% | $135.60K | 13.11% |
| NVDA Nvidia Corp | -194 | -4.7% | $44.31K | 4.5% |
| MSFT Microsoft Corp | -60 | -6.7% | $30.77K | 2.18% |
| AMD Advanced Micro Devices Inc | -22 | -5.9% | $13.46K | 1.09% |
| AAPL Apple Inc. | -7 | -0.3% | $2.33K | 3.8% |
| JPM Jpmorgan Chase & Co | -6 | -0.8% | $1.98K | 1.22% |
| GOOGL Alphabet Inc. | -4 | -0.4% | $1.38K | 1.58% |
| GOOG Alphabet Inc. | -4 | -0.5% | $1.36K | 1.43% |
| META Meta Platforms, Inc. | -1 | -0.2% | $725.18 | 1.76% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRM Salesforce, Inc. | +906 | $207.99K | 1.05% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MU Micron Technology Inc | -197 | $227.40K | 1.2% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DDOG Datadog, Inc. | Technology | 40.5K | $11.10M | 55.96% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | GLDM World Gold Trust | Others | 31.6K | $2.60M | 13.11% | -1,650 | -5.0% | Reduced | 0.01% |
| 3 | IAU Ishares Gold Trust | Others | 22.0K | $1.72M | 8.67% | 0 | 0.0% | Unchanged | 0% |
| 4 | NVDA Nvidia Corp | Technology | 3,904 | $891.60K | 4.5% | -194 | -4.7% | Reduced | 0% |
| 5 | AAPL Apple Inc. | Technology | 2,263 | $753.62K | 3.8% | -7 | -0.3% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,872 | $466.41K | 2.35% | +119 | +6.8% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 842 | $431.86K | 2.18% | -60 | -6.7% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 480 | $348.09K | 1.76% | -1 | -0.2% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 913 | $314.15K | 1.58% | -4 | -0.4% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 832 | $283.50K | 1.43% | -4 | -0.5% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 741 | $260.23K | 1.31% | -1 | -0.1% | Reduced | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 734 | $242.83K | 1.22% | -6 | -0.8% | Reduced | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 352 | $215.34K | 1.09% | -22 | -5.9% | Reduced | 0% |
| 14 | CRM Salesforce, Inc. | Technology | 906 | $207.99K | 1.05% | +906 | – | New | 0% |
Tip. Select a row to see that position’s full history at Hudson Oak Wealth Advisory.
As of its Q3 2026 13F filing, Hudson Oak Wealth Advisory LLC’s five largest positions were Datadog, Inc. (DDOG) at 56.0%, World Gold Trust (GLDM) at 13.1%, Ishares Gold Trust (IAU) at 8.7%, Nvidia Corp (NVDA) at 4.5%, Apple Inc. (AAPL) at 3.8% of the reported portfolio.
Hudson Oak Wealth Advisory LLC reported a 13F portfolio worth $19.83M across 14 positions for Q3 2026. That is up 4.7% from the previous quarter.
Its largest purchases by value were Salesforce, Inc. ($207.99K), Amazon Com Inc ($29.65K). It opened 1 new positions.
Its largest sales by value were Micron Technology Inc ($227.40K), World Gold Trust ($135.60K), Nvidia Corp ($44.31K). It exited 1 positions entirely.
From the Form 13F-HR reports Hudson Oak Wealth Advisory LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.