IronOak Wealth LLC.
- SEC CIK
- 0002037081
- Latest filing
- Jul 14, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 14, 2025. Long positions only.
- Positions
- 64
- No filing for Q1 2025
- Portfolio value
- $102.9M
- No filing for Q1 2025
IronOak Wealth LLC. did not file a 13F for Q1 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 49,980 | $5.03M | 4.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 29,944 | $4.73M | 4.6% | – | – | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 39,789 | $4.48M | 4.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,292 | $3.79M | 3.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 13,205 | $3.64M | 3.5% | – | – | History |
| UBERUber Technologies, Inc | Stock | 29,530 | $2.76M | 2.7% | – | – | History |
| INTUIntuit Inc. | Stock | 3,198 | $2.52M | 2.4% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 7,105 | $2.49M | 2.4% | – | – | History |
| NFLXNetflix Inc | Stock | 1,775 | $2.38M | 2.3% | – | – | History |
| GEVGE Vernova Inc. | Stock | 4,480 | $2.37M | 2.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 4,671 | $2.32M | 2.3% | – | – | History |
| HODLVanEck Bitcoin ETF | SH BEN INT | 76,166 | $2.32M | 2.3% | – | – | History |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 85,888 | $2.28M | 2.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 2,190 | $2.25M | 2.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,984 | $2.20M | 2.1% | – | – | History |
| VanEck ETF Trust92189H748 | CLO ETF | 39,515 | $2.09M | 2.0% | – | – | – |
| CRMSalesforce, Inc. | Stock | 7,543 | $2.06M | 2.0% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,606 | $2.03M | 2.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 3,769 | $1.99M | 1.9% | – | – | History |
| PGRProgressive Corp | Stock | 7,439 | $1.99M | 1.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 24,629 | $1.83M | 1.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,171 | $1.79M | 1.7% | – | – | History |
| VVisa Inc. | Stock | 5,027 | $1.78M | 1.7% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 8,699 | $1.78M | 1.7% | – | – | History |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 72,007 | $1.74M | 1.7% | – | – | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 36,072 | $1.72M | 1.7% | – | – | – |
| DELLDell Technologies Inc. | Stock | 13,857 | $1.70M | 1.7% | – | – | History |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 40,882 | $1.63M | 1.6% | – | – | – |
| MTZMastec Inc | COM | 9,239 | $1.57M | 1.5% | – | – | History |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 61,616 | $1.50M | 1.5% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,515 | $1.48M | 1.4% | – | – | History |
| EMEEMCOR Group, Inc. | Stock | 2,733 | $1.46M | 1.4% | – | – | History |
| TSLATesla, Inc. | Stock | 4,585 | $1.46M | 1.4% | – | – | History |
| AXPAmerican Express Co | Stock | 4,538 | $1.45M | 1.4% | – | – | History |
| ALLAllstate Corp | Stock | 7,067 | $1.43M | 1.4% | – | – | History |
| MAMastercard Inc | Stock | 2,257 | $1.27M | 1.2% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 13,030 | $1.22M | 1.2% | – | – | History |
| EXEExpand Energy Corp | COM | 10,259 | $1.20M | 1.2% | – | – | History |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 44,038 | $1.20M | 1.2% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 28,854 | $1.15M | 1.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,242 | $1.14M | 1.1% | – | – | History |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 11,454 | $1.13M | 1.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,022 | $1.10M | 1.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,544 | $1.08M | 1.0% | – | – | History |
| WDAYWorkday, Inc. | CL A | 4,464 | $1.07M | 1.0% | – | – | History |
| AAPLApple Inc. | Stock | 4,907 | $1.01M | 1.0% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,255 | $964.2K | 0.9% | – | – | History |
| APPAppLovin Corp | COM CL A | 2,752 | $963.4K | 0.9% | – | – | History |
| EMREmerson Electric Co | Stock | 7,128 | $950.4K | 0.9% | – | – | History |
| ETNEaton Corp plc | Stock | 2,606 | $930.3K | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,435 | $697.1K | 0.7% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 7,331 | $667.9K | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,129 | $660.7K | 0.6% | – | – | History |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 23,165 | $628.9K | 0.6% | – | – | – |
| AJGArthur J. Gallagher & Co. | COM | 1,944 | $622.2K | 0.6% | – | – | History |
| ANETArista Networks, Inc. | Stock | 5,207 | $532.7K | 0.5% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 666 | $511.0K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 2,891 | $422.1K | 0.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,382 | $407.5K | 0.4% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 16,923 | $310.0K | 0.3% | – | – | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,884 | $298.6K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 8,539 | $271.5K | 0.3% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 1,137 | $249.6K | 0.2% | – | – | History |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 8,055 | $201.8K | 0.2% | – | – | – |