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Disclosery

13F-HR filed by IronOak Wealth LLC.

IronOak Wealth LLC. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-14, with 64 holding rows worth $102,902,827.

Accession
0002037081-25-000003
Filer
CIK 2037081
Filed
2025-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 65 entries on the cover page, a total value of $102,902,827 stated on the cover page (in dollars after the unit check, H1), rows summing to $102,902,827 with VALUE read as dollars as filed, 13F file number 028-25441. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares 0-3 Month Treasury Bond ETF46436E718SHS49,980$5,032,530dollars as filed
NVIDIA Corp67066G104COM29,944$4,731,207dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-339,789$4,483,425dollars as filed
Amazon.com, Inc023135106COM17,292$3,793,596dollars as filed
Broadcom Inc.11135F101COM13,205$3,639,832dollars as filed
Uber Technologies90353T100COM29,530$2,755,149dollars as filed
Intuit Inc.461202103COM3,198$2,518,841dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock7,105$2,490,231dollars as filed
Netflix, Inc64110L106COM1,775$2,376,956dollars as filed
GE Vernova Inc.36828A101COM4,480$2,370,476dollars as filed
Microsoft Corp594918104COM4,671$2,323,221dollars as filed
VanEck Bitcoin Trust92189K105SHS76,166$2,320,778dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF85,888$2,279,457dollars as filed
ServiceNow,Inc.81762P102COM2,190$2,251,495dollars as filed
META PLATFORMS INC CL A30303M102COM2,984$2,202,803dollars as filed
VANECK ETF TRUST92189H748CLO ETF39,515$2,092,293dollars as filed
Salesforce.com, Inc79466L302COM7,543$2,059,979dollars as filed
Eli Lilly and Company532457108COM2,606$2,031,650dollars as filed
S&P Global,Inc.78409V104COM3,769$1,987,619dollars as filed
Progressive Corporation743315103COM7,439$1,985,294dollars as filed
PAYPALHLDGSINC70450Y103STOK24,629$1,830,427dollars as filed
JPMorgan Chase & Co46625H100COM6,171$1,789,035dollars as filed
Visa Inc92826C839COM5,027$1,784,709dollars as filed
PALO ALTO NETWORKS INC697435105COM8,699$1,780,163dollars as filed
FRANKLIN TEMPLETON ETF TR35473P595SENIOR LOAN ETF72,007$1,744,723dollars as filed
PACER FDS TR69374H428PAC ASSET FLTG36,072$1,717,015dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock13,857$1,698,868dollars as filed
LEGG MASON ETF INVT52468L406FRANKLIN US LOW40,882$1,629,565dollars as filed
MASTEC INC COM576323109Stock9,239$1,574,603dollars as filed
HARBOR ETF TRUST41151J505COMM ALL WEA ETF61,616$1,496,653dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS6,515$1,479,887dollars as filed
EMCOR GROUP INC COM29084Q100Stock2,733$1,461,854dollars as filed
Tesla Motors, Inc88160R101COM4,585$1,456,471dollars as filed
American Express Company025816109COM4,538$1,447,442dollars as filed
ALLSTATE CORP COM020002101Stock7,067$1,429,052dollars as filed
MasterCard, Inc57636Q104COM2,257$1,268,190dollars as filed
ROBINHOOD MKTS INC770700102COM13,030$1,219,999dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock10,259$1,199,687dollars as filed
CAMBRIA ETF TR132061409GLOBAL VALUE ETF44,038$1,199,155dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS28,854$1,148,822dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,242$1,141,873dollars as filed
VanEck Vectors Energy Inc92189H870ENERGY INCOME11,454$1,130,479dollars as filed
Intuitive Surgical,Inc.46120E602COM2,022$1,098,775dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,544$1,080,318dollars as filed
WORKDAY INC CL A98138H101Stock4,464$1,071,360dollars as filed
Apple Inc037833100COM4,907$1,006,778dollars as filed
Intercontinental Exchange,Inc.45866F104COM5,255$964,224dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,752$963,420dollars as filed
EMERSON ELEC CO COM291011104Stock7,128$950,376dollars as filed
Eaton Corp. PlcG29183103COM2,606$930,316dollars as filed
Berkshire Hathaway Inc084670702COM1,435$697,080dollars as filed
BANK OF NY MELLON CORP COM064058100Stock7,331$667,921dollars as filed
EXXON MOBIL CORP30231G102COM6,129$660,701dollars as filed
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF35473P439ETF23,165$628,883dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock1,944$622,240dollars as filed
ARISTA NETWORKS INC040413205COM5,207$532,728dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK666$511,048dollars as filed
Raytheon Technologies Corporation75513E101COM2,891$422,144dollars as filed
International Business Machines Corporation459200101COM1,382$407,479dollars as filed
PLAINS ALL AMERN PIPELINE L726503105UNIT LTD PARTN16,923$310,029dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL5,884$298,609dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED8,539$271,540dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,137$249,576dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A879VAR RATE INVT8,055$201,778dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002037081-25-000003this filing2025-07-14acceptance time not in the bulk data set