IronOak Wealth LLC. 13F Holdings · last filed Q2 2025
IronOak Wealth LLC. reported 64 securities worth $102.90M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: SGOV (4.89%), NVDA (4.60%), BOXX (4.36%). Among its top 25 positions this quarter: 11 new, 10 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $5.0M | 4.89% | 49,980 | New |
| 2 | NVDA | NVIDIA CORPORATION | $4.7M | 4.60% | 29,944 | Added |
| 3 | BOXX | EA SERIES TRUST | $4.5M | 4.36% | 39,789 | New |
| 4 | AMZN | AMAZON COM INC | $3.8M | 3.69% | 17,292 | Added |
| 5 | AVGO | BROADCOM INC | $3.6M | 3.54% | 13,205 | Added |
| 6 | UBER | UBER TECHNOLOGIES INC | $2.8M | 2.68% | 29,530 | New |
| 7 | INTU | INTUIT | $2.5M | 2.45% | 3,198 | New |
| 8 | COIN | COINBASE GLOBAL INC | $2.5M | 2.42% | 7,105 | Added |
| 9 | NFLX | NETFLIX INC | $2.4M | 2.31% | 1,775 | Trimmed |
| 10 | GEV | GE VERNOVA INC | $2.4M | 2.30% | 4,480 | New |
| 11 | HODL | VANECK BITCOIN ETF | $2.3M | 2.26% | 76,166 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.3M | 2.26% | 4,671 | New |
| 13 | PYLD | PIMCO ETF TR | $2.3M | 2.22% | 85,888 | New |
| 14 | NOW | SERVICENOW INC | $2.3M | 2.19% | 2,190 | New |
| 15 | META | META PLATFORMS INC | $2.2M | 2.14% | 2,984 | Trimmed |
| 16 | CLOI | VANECK ETF TRUST | $2.1M | 2.03% | 39,515 | Trimmed |
| 17 | CRM | SALESFORCE INC | $2.1M | 2.00% | 7,543 | Added |
| 18 | LLY | ELI LILLY & CO | $2.0M | 1.97% | 2,606 | Added |
| 19 | PGR | PROGRESSIVE CORP | $2.0M | 1.93% | 7,439 | New |
| 20 | SPGI | S&P GLOBAL INC | $2.0M | 1.93% | 3,769 | Added |
| 21 | PYPL | PAYPAL HLDGS INC | $1.8M | 1.78% | 24,629 | New |
| 22 | JPM | JPMORGAN CHASE & CO. | $1.8M | 1.74% | 6,171 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $1.8M | 1.73% | 8,699 | Trimmed |
| 24 | V | VISA INC | $1.8M | 1.73% | 5,027 | Added |
| 25 | FLBL | FRANKLIN TEMPLETON ETF TR | $1.7M | 1.70% | 72,007 | New |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR