Institutional Manager · CIK 0002037081
IronOak Wealth LLC.
CEDAR PARK, TX · File #028-25441
Latest AUM
$102.9M
Positions
65
Top-10 Concentration
35.5%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46436E718 | 49,980 | $5.0M | 5.22% |
| 2 | NVIDIA CORPORATION | NVDA | 29,944 | $4.7M | 4.91% |
| 3 | EA SERIES TRUST | 02072L565 | 39,789 | $4.5M | 4.65% |
| 4 | AMAZON COM INC | AMZN | 17,292 | $3.8M | 3.93% |
| 5 | BROADCOM INC | AVGO | 13,205 | $3.6M | 3.77% |
| 6 | UBER TECHNOLOGIES INC | UBER | 29,530 | $2.8M | 2.86% |
| 7 | INTUIT | INTU | 3,198 | $2.5M | 2.61% |
| 8 | COINBASE GLOBAL INC | COIN | 7,105 | $2.5M | 2.58% |
| 9 | NETFLIX INC | NFLX | 1,775 | $2.4M | 2.47% |
| 10 | GE VERNOVA INC | GEV | 4,480 | $2.4M | 2.46% |
| 11 | MICROSOFT CORP | MSFT | 4,671 | $2.3M | 2.41% |
| 12 | VANECK BITCOIN ETF | HODL | 76,166 | $2.3M | 2.41% |
| 13 | PIMCO ETF TR | 72201R585 | 85,888 | $2.3M | 2.36% |
| 14 | SERVICENOW INC | NOW | 2,190 | $2.3M | 2.34% |
| 15 | META PLATFORMS INC | META | 2,984 | $2.2M | 2.28% |
| 16 | VANECK ETF TRUST | 92189H748 | 39,515 | $2.1M | 2.17% |
| 17 | SALESFORCE INC | CRM | 7,543 | $2.1M | 2.14% |
| 18 | ELI LILLY & CO | LLY | 2,606 | $2.0M | 2.11% |
| 19 | S&P GLOBAL INC | SPGI | 3,769 | $2.0M | 2.06% |
| 20 | PROGRESSIVE CORP | 743315103 | 7,439 | $2.0M | 2.06% |