SEC Form 13F · Q3 2026

Hudson Oak Wealth Advisory LLC

Institutional Holdings Report

13F-HRNJ
$130.0M
Portfolio Value
54
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Hudson Oak Wealth Advisory LLC
CIK
2088700
Accession No.
0002088700-26-000005
Location
HOBOKEN, NJ
Form Type
13F-HR
Portfolio Value
$130.0M
Holdings Reported
54
Reporting Period
Q3 2026
Filed
October 16, 2026

About this Filing

Hudson Oak Wealth Advisory LLC is an institutional investment manager based in HOBOKEN, NJ reporting approximately $130.0M in 13(f) securities across 54 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.