# EDGAR Filing Document

**Accession Number:** 0002088700
**File Stem:** 0002088700-26-000002
**Filing Date:** 2026-4
**Character Count:** 9090
**Document Hash:** aec6f2855794debefc928bce7229fbe2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002088700-26-000002.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002088700-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hudson Oak Wealth Advisory LLC
- **CENTRAL INDEX KEY:** 0002088700

**ORGANIZATION NAME:**
- **EIN:** 832796774
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25962
- **FILM NUMBER:** 26877140

**BUSINESS ADDRESS:**
- **STREET 1:** 221 RIVER STREET
- **STREET 2:** 9TH FLOOR
- **CITY:** HOBOKEN
- **STATE:** NJ
- **ZIP:** 07030
- **BUSINESS PHONE:** (646) 820-4858

**MAIL ADDRESS:**
- **STREET 1:** 221 RIVER STREET
- **STREET 2:** 9TH FLOOR
- **CITY:** HOBOKEN
- **STATE:** NJ
- **ZIP:** 07030

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hudson Oak Wealth Advisory LLC<br>**Address:** 221 RIVER STREET<br>9TH FLOOR<br>HOBOKEN, NJ 07030

**Form 13F File Number:** 028-25962

**CRD Number (if applicable):** 000300218

**SEC File Number (if applicable):** 801-132434

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rita Rhodes<br>**Title:** Consultant<br>**Phone:** 815-900-2202

**Signature, Place, and Date of Signing:**

Rita Rhodes  Rockford, IL  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $115092885

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 10779769 | 119074 | SH |  | SOLE | 0 | 119074 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 10748280 | 17987 | SH |  | SOLE | 0 | 17987 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 6635484 | 103550 | SH |  | SOLE | 0 | 103550 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 5992808 | 50765 | SH |  | SOLE | 0 | 50765 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 4513097 | 23529 | SH |  | SOLE | 0 | 23529 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4199465 | 21404 | SH |  | SOLE | 0 | 21404 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4091913 | 60594 | SH |  | SOLE | 0 | 60594 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4015104 | 74285 | SH |  | SOLE | 0 | 74285 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3900318 | 39290 | SH |  | SOLE | 0 | 39290 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 3794576 | 74962 | SH |  | SOLE | 0 | 74962 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 3677657 | 33291 | SH |  | SOLE | 0 | 33291 | 0 | 0 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 3608829 | 44769 | SH |  | SOLE | 0 | 44769 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 3135054 | 33823 | SH |  | SOLE | 0 | 33823 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 3021192 | 28368 | SH |  | SOLE | 0 | 28368 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 2950533 | 32197 | SH |  | SOLE | 0 | 32197 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2515095 | 10480 | SH |  | SOLE | 0 | 10480 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R101 |  | 2312486 | 79249 | SH |  | SOLE | 0 | 79249 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 2301807 | 24820 | SH |  | SOLE | 0 | 24820 | 0 | 0 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 2293158 | 19188 | SH |  | SOLE | 0 | 19188 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2199916 | 22030 | SH |  | SOLE | 0 | 22030 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2183245 | 31301 | SH |  | SOLE | 0 | 31301 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2132615 | 11112 | SH |  | SOLE | 0 | 11112 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2040051 | 16411 | SH |  | SOLE | 0 | 16411 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1940137 | 22007 | SH |  | SOLE | 0 | 22007 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1746684 | 2674 | SH |  | SOLE | 0 | 2674 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1718781 | 16192 | SH |  | SOLE | 0 | 16192 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1602985 | 12098 | SH |  | SOLE | 0 | 12098 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1550082 | 31070 | SH |  | SOLE | 0 | 31070 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1510356 | 12751 | SH |  | SOLE | 0 | 12751 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 1247397 | 30551 | SH |  | SOLE | 0 | 30551 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1169510 | 13185 | SH |  | SOLE | 0 | 13185 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 1097497 | 27827 | SH |  | SOLE | 0 | 27827 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 862766 | 11716 | SH |  | SOLE | 0 | 11716 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 705622 | 4046 | SH |  | SOLE | 0 | 4046 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 635825 | 8021 | SH |  | SOLE | 0 | 8021 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 593869 | 2340 | SH |  | SOLE | 0 | 2340 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 574926 | 7309 | SH |  | SOLE | 0 | 7309 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 528076 | 812 | SH |  | SOLE | 0 | 812 | 0 | 0 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 514148 | 9679 | SH |  | SOLE | 0 | 9679 | 0 | 0 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 492410 | 16332 | SH |  | SOLE | 0 | 16332 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 454397 | 4965 | SH |  | SOLE | 0 | 4965 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 408229 | 1366 | SH |  | SOLE | 0 | 1366 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 370929 | 1781 | SH |  | SOLE | 0 | 1781 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 350551 | 947 | SH |  | SOLE | 0 | 947 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 286637 | 501 | SH |  | SOLE | 0 | 501 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 272319 | 947 | SH |  | SOLE | 0 | 947 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 263385 | 821 | SH |  | SOLE | 0 | 821 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 251003 | 875 | SH |  | SOLE | 0 | 875 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 237704 | 768 | SH |  | SOLE | 0 | 768 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 222209 | 4744 | SH |  | SOLE | 0 | 4744 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 221797 | 754 | SH |  | SOLE | 0 | 754 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 220202 | 2410 | SH |  | SOLE | 0 | 2410 | 0 | 0 |

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