IronOak Wealth LLC. 13F Holdings

CIK 0002037081 · CEDAR PARK, TX

As of Jun 30, 2025, IronOak Wealth LLC. reported 64 positions worth 02.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—49,980$5.0M4.89%
NVIDIA CORPNVDATechnology29,944$4.7M4.60%
ALPHA ARCHITECT 1-3 MONTH BOX ETFBOXX—39,789$4.5M4.36%
AMAZON.COM INCAMZNEquity17,292$3.8M3.69%
BROADCOM INCAVGOTechnology13,205$3.6M3.54%
UBER TECHNOLOGIES INCUBERTechnology29,530$2.8M2.68%
INTUIT INCINTUTechnology3,198$2.5M2.45%
COINBASE GLOBAL INCCOINFinancial Services7,105$2.5M2.42%
NETFLIX INCNFLXCommunication Services1,775$2.4M2.31%
GE VERNOVA INCGEVUtilities4,480$2.4M2.30%
MICROSOFT CORPMSFTTechnology4,671$2.3M2.26%
VANECK BITCOIN ETFHODL—76,166$2.3M2.26%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDPYLD—85,888$2.3M2.22%
SERVICENOW INCNOWTechnology2,190$2.3M2.19%
META PLATFORMS INCMETACommunication Services2,984$2.2M2.14%
VANECK CLO ETFCLOI—39,515$2.1M2.03%
SALESFORCE INCCRMTechnology7,543$2.1M2.00%
ELI LILLY & COLLYHealthcare2,606$2.0M1.97%
S&P GLOBAL INCSPGIFinancial Services3,769$2.0M1.93%
PROGRESSIVE CORPPGRFinancial Services7,439$2.0M1.93%
PAYPAL HOLDINGS INCPYPLFinancial Services24,629 .8M1.78%
JPMORGAN CHASE & COJPMFinancial Services6,171 .8M1.74%
VISA INC-CLASS A SHARESVFinancial Services5,027 .8M1.73%
PALO ALTO NETWORKS INCPANWTechnology8,699 .8M1.73%
FRANKLIN SENIOR LOAN ETFFLBL—72,007 .7M1.70%