IronOak Wealth LLC.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), IronOak Wealth LLC. reported 64 stock positions worth $102.9 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 4.9% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Alpha Architect 1-3 MNTH Box (BOXX, 4.4%).
- Most Recent 13F
- Q2 2025
- Location
- CEDAR PARK, TX
- CIK
- 0002037081
- Portfolio Value
- $102.9M (Q2 2025)
- SEC Filing
- 0002037081-25-000003 ↗ filed Jul 14, 2025
Holdings Value
Holdings 64 stocks · $102.9M
| SGOV iShares 0-3 Month Treasury B | 4.89% | 49,980 | $5.0M | — |
| NVDA Nvidia Corp. | 4.60% | 29,944 | $4.7M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 4.36% | 39,789 | $4.5M | — |
| AMZN Amazon.com Inc. | 3.69% | 17,292 | $3.8M | — |
| AVGO Broadcom Inc. | 3.54% | 13,205 | $3.6M | — |
| UBER Uber Technologies Inc. | 2.68% | 29,530 | $2.8M | — |
| INTU Intuit Inc. | 2.45% | 3,198 | $2.5M | — |
| COIN Coinbase Global Inc. Class A | 2.42% | 7,105 | $2.5M | — |
| NFLX Netflix Inc. | 2.31% | 1,775 | $2.4M | — |
| GEV GE Vernova Inc. | 2.30% | 4,480 | $2.4M | — |
| MSFT Microsoft Corp. | 2.26% | 4,671 | $2.3M | — |
| HODL Vaneck Bitcoin ETF | 2.26% | 76,166 | $2.3M | — |
| PYLD PIMCO Multisector Bond Actv | 2.22% | 85,888 | $2.3M | — |
| NOW ServiceNow Inc. | 2.19% | 2,190 | $2.3M | — |
| META Meta Platforms Inc. Class A | 2.14% | 2,984 | $2.2M | — |
| CLOI Vaneck Clo ETF | 2.03% | 39,515 | $2.1M | — |
| CRM Salesforce Inc. | 2.00% | 7,543 | $2.1M | — |
| LLY Eli Lilly & Co. | 1.97% | 2,606 | $2.0M | — |
| SPGI S&P Global Inc. | 1.93% | 3,769 | $2.0M | — |
| PGR Progressive Corp. | 1.93% | 7,439 | $2.0M | — |
| PYPL PayPal Holdings Inc. | 1.78% | 24,629 | $1.8M | — |
| JPM JPMorgan Chase & Co. | 1.74% | 6,171 | $1.8M | — |
| V Visa Inc. Class A | 1.73% | 5,027 | $1.8M | — |
| PANW Palo Alto Networks Inc. | 1.73% | 8,699 | $1.8M | — |
| FLBL Franklin Senior Loan ETF | 1.70% | 72,007 | $1.7M | — |
| FLRT Pacer Aristotle Pacific Floa | 1.67% | 36,072 | $1.7M | — |
| DELL Dell Technologies -C | 1.65% | 13,857 | $1.7M | — |
| LVHD Franklin U.S. Low Volatility | 1.58% | 40,882 | $1.6M | — |
| MTZ Mastec Inc. | 1.53% | 9,239 | $1.6M | — |
| HGER Harbor Commodity All Weather | 1.45% | 61,616 | $1.5M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.44% | 6,515 | $1.5M | — |
| EME Emcor Group Inc. | 1.42% | 2,733 | $1.5M | — |
| TSLA Tesla Inc. | 1.42% | 4,585 | $1.5M | — |
| AXP American Express Co. | 1.41% | 4,538 | $1.4M | — |
| ALL Allstate Corp. | 1.39% | 7,067 | $1.4M | — |
| MA Mastercard Inc. Class A | 1.23% | 2,257 | $1.3M | — |
| HOOD Robinhood Markets Inc. Class A | 1.19% | 13,030 | $1.2M | — |
| EXE Expand Energy Corp. | 1.17% | 10,259 | $1.2M | — |
| GVAL Cambria Global Value ETF | 1.17% | 44,038 | $1.2M | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.12% | 28,854 | $1.1M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 1.11% | 2,242 | $1.1M | — |
| EINC Vaneck Energy Income ETF | 1.10% | 11,454 | $1.1M | — |
| ISRG Intuitive Surgical Inc. | 1.07% | 2,022 | $1.1M | — |
| GLD SPDR Gold Shares | 1.05% | 3,544 | $1.1M | — |
| WDAY Workday Inc. Class A | 1.04% | 4,464 | $1.1M | — |
| AAPL Apple Inc. | 0.98% | 4,907 | $1.0M | — |
| ICE Intercontinental Exchange Inc. | 0.94% | 5,255 | $964K | — |
| APP AppLovin Corp. Class A | 0.94% | 2,752 | $963K | — |
| EMR Emerson Electric Co. | 0.92% | 7,128 | $950K | — |
| ETN Eaton Corp. PLC | 0.90% | 2,606 | $930K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 1,435 | $697K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.65% | 7,331 | $668K | — |
| XOM Exxon Mobil Corp. | 0.64% | 6,129 | $661K | — |
| INCM Franklin Income Focus ETF | 0.61% | 23,165 | $629K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.60% | 1,944 | $622K | — |
| ANET Arista Networks Inc. | 0.52% | 5,207 | $533K | — |
| SPOT Spotify Technology SA | 0.50% | 666 | $511K | — |
| RTX RTX Corp. | 0.41% | 2,891 | $422K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 1,382 | $407K | — |
| PAA Plains All Amer Pipeline LP | 0.30% | 16,923 | $310K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.29% | 5,884 | $299K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.26% | 8,539 | $272K | — |
| NXPI NXP Semiconductors NV | 0.24% | 1,137 | $250K | — |
| VRIG Invesco Variable Rate Invest | 0.20% | 8,055 | $202K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.