IronOak Wealth LLC.
CIK: 0002037081SEC EDGAR →
Portfolio Value
$102.9B
Holdings
64
As of
Q2 2025
New Positions
37
Closed Positions
37
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 49,980 | $5.0B | 4.89% |
| 2 | NVIDIA CORPORATION | 29,944 | $4.7B | 4.60% |
| 3 | EA SERIES TRUST | 39,789 | $4.5B | 4.36% |
| 4 | AMAZON COM INC | 17,292 | $3.8B | 3.69% |
| 5 | BROADCOM INC | 13,205 | $3.6B | 3.54% |
| 6 | UBER TECHNOLOGIES INC | 29,530 | $2.8B | 2.68% |
| 7 | INTUIT | 3,198 | $2.5B | 2.45% |
| 8 | COINBASE GLOBAL INC | 7,105 | $2.5B | 2.42% |
| 9 | NETFLIX INC | 1,775 | $2.4B | 2.31% |
| 10 | GE VERNOVA INC | 4,480 | $2.4B | 2.30% |
Quarterly Changes
New Positions (37)
$5.0B · 50K shares
$4.5B · 40K shares
$2.8B · 30K shares
$2.5B · 3K shares
$2.4B · 4K shares
$2.3B · 5K shares
$2.3B · 86K shares
$2.3B · 2K shares
$2.0B · 7K shares
$1.8B · 25K shares
$1.7B · 72K shares
$1.7B · 36K shares
$1.6B · 41K shares
$1.6B · 9K shares
$1.5B · 62K shares
$1.5B · 3K shares
$1.4B · 7K shares
$1.3B · 2K shares
$1.2B · 13K shares
$1.2B · 10K shares
$1.2B · 44K shares
$1.1B · 29K shares
$1.1B · 2K shares
$1.1B · 11K shares
$1.1B · 4K shares
$1.1B · 4K shares
$964.2M · 5K shares
$963.4M · 3K shares
$950.4M · 7K shares
$930.3M · 3K shares
$667.9M · 7K shares
$628.9M · 23K shares
$511.0M · 666 shares
$422.1M · 3K shares
$310.0M · 17K shares
$298.6M · 6K shares
$201.8M · 8K shares
Closed Positions (37)
$5.0B · 225K shares
$3.3B · 111K shares
$2.3B · 12K shares
$2.0B · 27K shares
$2.0B · 6K shares
$2.0B · 70K shares
$1.9B · 44K shares
$1.9B · 21K shares
$1.5B · 37K shares
$1.4B · 22K shares
$1.1B · 24K shares
$998.1M · 16K shares
$953.6M · 19K shares
$931.9M · 8K shares
$930.7M · 16K shares
$921.8M · 38K shares
$890.2M · 37K shares
$883.5M · 6K shares
$861.9M · 6K shares
$846.1M · 10K shares
$813.0M · 1K shares
$633.2M · 4K shares
$622.6M · 2K shares
$586.8M · 2K shares
$398.5M · 2K shares
$390.1M · 18K shares
$373.1M · 634 shares
$339.5M · 2K shares
$312.6M · 1K shares
$294.0M · 5K shares
$288.1M · 14K shares
$283.7M · 2K shares
$271.0M · 11K shares
$254.3M · 2K shares
$224.7M · 10K shares
$203.6M · 8K shares
$126.1M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $45.7B | 44.4% |
| Technology | 17 | $30.6B | 29.7% |
| Industrials | 5 | $5.3B | 5.2% |
| Consumer Cyclical | 2 | $5.3B | 5.1% |
| Communication Services | 3 | $5.1B | 4.9% |
| Unknown | 3 | $3.2B | 3.1% |
| Healthcare | 2 | $3.1B | 3.0% |
| Utilities | 1 | $2.4B | 2.3% |
| Energy | 3 | $2.2B | 2.1% |