Titelia

Holdings of Hudson Oak Wealth Advisory LLC

51 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.2 % of the equity sleeve

Sector breakdown

  • Funds 26.0 %
  • Technology 6.9 %
  • Communication 0.7 %
  • Consumer discretionary 0.3 %
  • Financials 0.2 %
  • Unattributed 65.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US51114.6M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core MSCI EAFE ETF 119,07410.8M $
2Vanguard S&P 500 ETF 17,98710.7M $
3Vanguard FTSE Developed Markets ETF 103,5506.6M $
4Datadog Inc 50,7656M $
5iShares Trust 23,5294.5M $
6Vanguard Value ETF 21,4044.2M $
7iShares Core S&P Mid-Cap ETF 60,5944.1M $
8Vanguard International Equity Index Funds 74,2854M $
9iShares Core U.S. Aggregate Bond ETF 39,2903.9M $
10iShares Ultra Short Duration B 74,9623.8M $
11American Century ETF Trust 33,2913.7M $
12Avantis US Large Cap Value ETF 44,7693.6M $
13SPDR Gold MiniShares Trust 33,8233.1M $
14iShares Short-Term National Muni Bond ETF 28,3683M $
15SPDR Series Trust 32,1973M $
16iShares MSCI USA Momentum Factor ETF 10,4802.5M $
17State Street SPDR Portfolio Short Term Treasury ETF 79,2492.3M $
18iShares MSCI USA Min Vol Factor ETF 24,8202.3M $
19iShares MSCI Global Min Vol Factor ETF 19,1882.3M $
20Avantis International Small Cap Value ETF 22,0302.2M $
21iShares Core MSCI Emerging Markets ETF 31,3012.2M $
22Invesco S&P 500 Equal Weight ETF 11,1122.1M $
23iShares Core S&P Small-Cap ETF 16,4112M $
24Ishares Gold Trust 22,0071.9M $
25iShares Core S&P 500 ETF 2,6741.7M $
26iShares National Muni Bond ETF 16,1921.7M $
27iShares S&P Mid-Cap 400 Value ETF 12,0981.6M $
28Vanguard Tax-Exempt Bond Index ETF 31,0701.6M $
29iShares Trust 12,7511.5M $
30Select Sector Spdr Trust 30,5511.2M $
31Vanguard Real Estate ETF 13,1851.2M $
32Dimensional International Smal 27,8271.1M $
33Vanguard Total Bond Market ETF 11,716862.8K $
34NVIDIA Corp 4,046705.6K $
35VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 8,021635.8K $
36Apple Inc 2,340593.9K $
37Ishares Inc 7,309574.9K $
38State Street SPDR S&P 500 ETF Trust 812528.1K $
39iMGP DBi Managed Futures Strat 16,332492.4K $
40SPDR Series Trust 4,965454.4K $
41Vanguard Large-Cap ETF 1,366408.2K $
42Amazon.com Inc 1,781370.9K $
43Microsoft Corp 947350.6K $
44Meta Platforms Inc 501286.6K $
45Alphabet Inc 947272.3K $
46Vanguard Total Stock Market ETF 821263.4K $
47Alphabet Inc 875251K $
48Broadcom Inc 768237.7K $
49iShares Trust 4,744222.2K $
50JPMorgan Chase & Co 754221.8K $
51iShares MSCI EAFE Min Vol Factor ETF 2,410220.2K $