IronOak Wealth LLC.

CIK

2037081

Location

CEDAR PARK, TX

Portfolio Value

Micro $71,967,675

Diversification

Diversified

Filing Date

Global Rank

#5,975 / 7,998 ▲ 423 · as of Jun 2025

Top Industry

Semiconductors 14.7%

3Y Alpha vs SPY

-3.4%

Period ended 1 year ago

Filed Jul 14, 2025 · 12mo

2 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.6%

SPY

+24.0%

Annualised alpha

-3.0%

Max drawdown

−27.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Jun 30, 2025 · Δ vs Dec 31, 2024

Top Position

6.6%

−0.7 pts

Top 5

24.2%

−8.3 pts

Top 10

40.5%

−13.8 pts

HHI

292

Diversified−102

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	37.5%	$26,982,146	16
Financial Services	27.9%	$20,069,821	14
Industrials	10.7%	$7,709,882	6
Consumer Cyclical	7.3%	$5,250,162	2
Communication Services	5.4%	$3,914,623	4
Unclassified	4.7%	$3,401,095	2
Healthcare	4.3%	$3,130,230	2
Energy	2.1%	$1,509,716	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
HODL	VanEck Bitcoin ETF	+57,290	76,166	$2,320,778
DELL	Dell Technologies Inc.	+6,397	13,857	$1,698,868
NVDA	Nvidia Corp	+4,418	29,944	$4,730,852
COIN	Coinbase Global, Inc.	+4,023	7,105	$2,490,231
CRM	Salesforce, Inc.	+3,746	7,543	$2,056,900
JPM	Jpmorgan Chase & Co	+2,791	6,171	$1,789,034
AMZN	Amazon Com Inc	+2,000	17,292	$3,793,691
SPGI	S&P Global Inc.	+1,577	3,769	$1,880,185
LLY	ELI LILLY & Co	+911	2,606	$2,031,455
V	Visa Inc.	+807	5,027	$1,784,836
IBM	International Business Machines Corp	+314	1,382	$407,385
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+272	6,515	$1,475,582
AVGO	Broadcom Inc.	+113	13,205	$3,639,958
AJG	Arthur J. Gallagher & Co.	+13	1,944	$622,313
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	−5,380	8,699	$1,780,163
TSLA	Tesla, Inc.	−4,903	4,585	$1,456,471
AAPL	Apple Inc.	−4,534	4,907	$1,006,769
ANET	Arista Networks, Inc.	−4,193	5,207	$532,728
AXP	American Express Co	−3,829	4,538	$1,447,531
META	Meta Platforms, Inc.	−2,993	2,984	$2,202,460
BRK-B	Berkshire Hathaway Inc	−1,887	1,435	$697,079
ISRG	Intuitive Surgical Inc	−1,034	2,022	$1,098,775
NXPI	NXP Semiconductors N.V.	−525	1,137	$248,423
NFLX	Netflix Inc	−214	1,775	$237,695
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	29,530	$2,755,149
INTU	Intuit Inc.	3,198	$2,518,840
GEV	GE Vernova Inc.	4,480	$2,370,592
MSFT	Microsoft Corp	4,671	$2,323,402
PGR	Progressive Corp/Oh/	7,439	$1,985,171
PYPL	PayPal Holdings, Inc.	24,629	$1,830,427
MTZ	Mastec Inc	9,239	$1,574,602
EME	EMCOR Group, Inc.	2,733	$1,461,854
ALL	Allstate Corp	7,067	$1,422,657
MA	Mastercard Inc	2,257	$1,268,298
HOOD	Robinhood Markets, Inc.	13,030	$1,219,998
EXE	EXPAND ENERGY Corp	10,259	$1,199,687
GLD	Spdr Gold Trust	3,544	$1,080,317
WDAY	Workday, Inc.	4,464	$1,071,360
ICE	Intercontinental Exchange, Inc.	5,255	$964,134
APP	AppLovin Corp	2,752	$963,420
EMR	Emerson Electric Co	7,128	$950,376
ETN	Eaton Corp plc	2,606	$930,315
BNY	Bank of New York Mellon Corp	7,331	$667,927
SPOT	Spotify Technology S.A.	666	$511,048
NOW	ServiceNow, Inc.	2,190	$450,299
RTX	RTX Corp	2,891	$422,143
PAA	Plains All American Pipeline LP	16,923	$310,029
CRWD	CrowdStrike Holdings, Inc.	2,242	$285,468
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	26,764	$2,024,161
CAT	Caterpillar Inc	5,565	$2,018,759
BAC	Bank Of America Corp /De/	24,489	$1,076,291
VRT	Vertiv Holdings Co	8,203	$931,942
HIMS	Hims & Hers Health, Inc.	38,122	$921,789
LDOS	Leidos Holdings, Inc.	6,133	$883,519
VST	Vistra Corp.	6,252	$861,963
MU	Micron Technology Inc	10,039	$844,882
AXON	Axon Enterprise, Inc.	1,368	$813,029
SNOW	Snowflake Inc.	4,101	$633,235
VRTX	Vertex Pharmaceuticals Inc / Ma	1,546	$622,574
MSTR	Strategy Inc	2,026	$586,770
ORCL	Oracle Corp	2,391	$398,436
DOV	DOVER Corp	1,810	$339,556
AMGN	Amgen Inc	1,199	$312,507
QCOM	Qualcomm Inc/De	1,847	$283,736
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $71,967,675 total · as of Jun 30, 2025

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	29,944	+4,418	$4,730,852	+38.0%	6.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,292	+2,000	$3,793,691	+13.1%	5.27%
AVGO	Broadcom Inc. Technology	Added	13,205	+113	$3,639,958	+19.9%	5.06%
UBER	Uber Technologies, Inc Technology	NEW	29,530	NEW	$2,755,149	NEW	3.83%
INTU	Intuit Inc. Technology	NEW	3,198	NEW	$2,518,840	NEW	3.50%
COIN	Coinbase Global, Inc. Financial Services	Added	7,105	+4,023	$2,490,231	+225.4%	3.46%
GEV	GE Vernova Inc. Industrials	NEW	4,480	NEW	$2,370,592	NEW	3.29%
MSFT	Microsoft Corp Technology	NEW	4,671	NEW	$2,323,402	NEW	3.23%
HODL	VanEck Bitcoin ETF	Added	76,166	+57,290	$2,320,778	+365.2%	3.22%
META	Meta Platforms, Inc. Communication Services	Reduced	2,984	-2,993	$2,202,460	−37.1%	3.06%
CRM	Salesforce, Inc. Technology	Added	7,543	+3,746	$2,056,900	+62.0%	2.86%
LLY	ELI LILLY & Co Healthcare	Added	2,606	+911	$2,031,455	+55.2%	2.82%
PGR	Progressive Corp/Oh/ Financial Services	NEW	7,439	NEW	$1,985,171	NEW	2.76%
SPGI	S&P Global Inc. Financial Services	Added	3,769	+1,577	$1,880,185	+82.0%	2.61%
PYPL	PayPal Holdings, Inc. Financial Services	NEW	24,629	NEW	$1,830,427	NEW	2.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,171	+2,791	$1,789,034	+120.8%	2.49%
V	Visa Inc. Financial Services	Added	5,027	+807	$1,784,836	+33.8%	2.48%
PANW	Palo Alto Networks Inc Technology	Reduced	8,699	-5,380	$1,780,163	−30.5%	2.47%
DELL	Dell Technologies Inc. Technology	Added	13,857	+6,397	$1,698,868	+97.6%	2.36%
MTZ	Mastec Inc Industrials	NEW	9,239	NEW	$1,574,602	NEW	2.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,515	+272	$1,475,582	+19.7%	2.05%
EME	EMCOR Group, Inc. Industrials	NEW	2,733	NEW	$1,461,854	NEW	2.03%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,585	-4,903	$1,456,471	−62.0%	2.02%
AXP	American Express Co Financial Services	Reduced	4,538	-3,829	$1,447,531	−41.7%	2.01%
ALL	Allstate Corp Financial Services	NEW	7,067	NEW	$1,422,657	NEW	1.98%
MA	Mastercard Inc Financial Services	NEW	2,257	NEW	$1,268,298	NEW	1.76%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	13,030	NEW	$1,219,998	NEW	1.70%
EXE	EXPAND ENERGY Corp Energy	NEW	10,259	NEW	$1,199,687	NEW	1.67%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,022	-1,034	$1,098,775	−31.1%	1.53%
GLD	Spdr Gold Trust	NEW	3,544	NEW	$1,080,317	NEW	1.50%
WDAY	Workday, Inc. Technology	NEW	4,464	NEW	$1,071,360	NEW	1.49%
AAPL	Apple Inc. Technology	Reduced	4,907	-4,534	$1,006,769	−57.4%	1.40%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	5,255	NEW	$964,134	NEW	1.34%
APP	AppLovin Corp Communication Services	NEW	2,752	NEW	$963,420	NEW	1.34%
EMR	Emerson Electric Co Industrials	NEW	7,128	NEW	$950,376	NEW	1.32%
ETN	Eaton Corp plc Industrials	NEW	2,606	NEW	$930,315	NEW	1.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,435	-1,887	$697,079	−53.7%	0.97%
BNY	Bank of New York Mellon Corp Financial Services	NEW	7,331	NEW	$667,927	NEW	0.93%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	1,944	+13	$622,313	+13.5%	0.86%
ANET	Arista Networks, Inc. Technology	Reduced	5,207	-4,193	$532,728	−48.7%	0.74%
SPOT	Spotify Technology S.A. Communication Services	NEW	666	NEW	$511,048	NEW	0.71%
NOW	ServiceNow, Inc. Technology	NEW	2,190	NEW	$450,299	NEW	0.63%
RTX	RTX Corp Industrials	NEW	2,891	NEW	$422,143	NEW	0.59%
IBM	International Business Machines Corp Technology	Added	1,382	+314	$407,385	+73.5%	0.57%
PAA	Plains All American Pipeline LP Energy	NEW	16,923	NEW	$310,029	NEW	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	2,242	NEW	$285,468	NEW	0.40%
NXPI	NXP Semiconductors N.V. Technology	Reduced	1,137	-525	$248,423	−28.1%	0.35%
NFLX	Netflix Inc Communication Services	Reduced	1,775	-214	$237,695	+34.1%	0.33%