⏳
Showing Q2 2025 data
IronOak Wealth LLC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
IronOak Wealth LLC.
•CIK: 2037081•Filing: Q2 2025
**IronOak Wealth LLC.** manages $103M across a diversified portfolio of 64 positions. The fund exhibits notable concentration in technology and fixed income, with top holdings including SGOV ($5.0M) and NVDA ($4.7M). Significant allocations are also maintained in BOXX ($4.5M), AMZN ($3.8M), and AVGO ($3.6M). This positioning suggests a tactical approach balancing short-duration treasuries with high-growth, large-cap technology names.
Total AUM
$102.9M
QoQ Performance
N/A
Positions
61
Top 10 Concentration
33.2%
Latest Filing
Q2 2025
Top Holdings Allocation
SGOV4.9%
NVDA4.6%
BOXX4.4%
AMZN3.7%
AVGO3.5%
UBER2.7%
INTU2.4%
COIN2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.0%
Technology18.6%
Consumer7.8%
Financial6.8%
Communication2.8%
Healthcare2.0%
Energy0.6%
Industrial0.4%
🚪 Exited Positionssold since Q4 2024
+32 more exited positions
Changes from Q4 2024
NEW37 new positions
↑14 increased
↓13 decreased
Historical Filings
Q2 2025Q4 2024