IronOak Wealth LLC.
CIK 2037081 · Holdings on Jun 30, 2025 · First reported Jul 14, 2025
Top ten holdings
Q2 2025- SGOV4.89%
- NVDA4.60%
- BOXX4.36%
- AMZN3.69%
- AVGO3.54%
- UBER2.68%
- INTU2.45%
- COIN2.42%
- NFLX2.31%
- GEV2.30%
Share classes counted separately33.24%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $5.03M | 4.89% | 49.98K shares | Prior unavailable +49.98K | New | ▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $4.73M | 4.60% | 29.94K shares | Prior unavailable +4.42K (+17.30%) | Added | ▾ |
| 03 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $4.48M | 4.36% | 39.79K shares | Prior unavailable +39.79K | New | ▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $3.79M | 3.69% | 17.29K shares | Prior unavailable +2.00K (+13.10%) | Added | ▾ |
| 05 | AVGOBROADCOM INC View history and evidence | $3.64M | 3.54% | 13.21K shares | Prior unavailable +113 (+0.90%) | Added | ▾ |
| 06 | UBERUBER TECHNOLOGIES INC View history and evidence | $2.76M | 2.68% | 29.53K shares | Prior unavailable +29.53K | New | ▾ |
| 07 | INTUINTUIT INC View history and evidence | $2.52M | 2.45% | 3.20K shares | Prior unavailable +3.20K | New | ▾ |
| 08 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $2.49M | 2.42% | 7.11K shares | Prior unavailable +4.02K (+130.50%) | Added | ▾ |
| 09 | NFLXNETFLIX INC View history and evidence | $2.38M | 2.31% | 1.77K shares | Prior unavailable -214 (-10.80%) | Reduced | ▾ |
| 10 | GEVGE VERNOVA INC View history and evidence | $2.37M | 2.30% | 4.48K shares | Prior unavailable +4.48K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BYLD ISHARES YIELD OPTIMIZED BOND | Non-derivative | -224,571 | -$4.98M | SEC filing ↗ | SEC filing ↗ |
| PSFF PACER SWAN SOS FUND OF FUNDS | Non-derivative | -111,276 | -$3.26M | SEC filing ↗ | SEC filing ↗ |
| GOOG ALPHABET INC-CL C | Non-derivative | -11,847 | -$2.26M | SEC filing ↗ | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 2037081 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 102902827
}Research all 64 reported holdings.
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