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

  1. SGOV ISHARES TR — $5.03M (4.9%)
  2. NVDA NVIDIA CORPORATION — $4.73M (4.6%)
  3. BOXX EA SERIES TRUST — $4.48M (4.4%)
  4. AMZN AMAZON COM INC — $3.79M (3.7%)
  5. AVGO BROADCOM INC — $3.64M (3.5%)
  6. UBER UBER TECHNOLOGIES INC — $2.76M (2.7%)
  7. INTU INTUIT — $2.52M (2.4%)
  8. COIN COINBASE GLOBAL INC — $2.49M (2.4%)
  9. NFLX NETFLIX INC — $2.38M (2.3%)
  10. GEV GE VERNOVA INC — $2.37M (2.3%)