IronOak Wealth LLC. — 13F holdings
IronOak Wealth LLC. reported 64 holdings worth $103M in its 13F filing for Q2 2025, filed July 14, 2025.
Largest positions
- SGOV ISHARES TR — $5.03M (4.9%)
- NVDA NVIDIA CORPORATION — $4.73M (4.6%)
- BOXX EA SERIES TRUST — $4.48M (4.4%)
- AMZN AMAZON COM INC — $3.79M (3.7%)
- AVGO BROADCOM INC — $3.64M (3.5%)
- UBER UBER TECHNOLOGIES INC — $2.76M (2.7%)
- INTU INTUIT — $2.52M (2.4%)
- COIN COINBASE GLOBAL INC — $2.49M (2.4%)
- NFLX NETFLIX INC — $2.38M (2.3%)
- GEV GE VERNOVA INC — $2.37M (2.3%)