IronOak Wealth LLC.

CIK

2037081

Location

CEDAR PARK, TX

Portfolio Value

Micro $3,914,623

Diversification

Diversified

Filing Date

Global Rank

#5,948 / 7,994 ▲ 422

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-6.3%

Period ended 12 months ago

Filed Jul 14, 2025 · 11mo

2 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+17.0%

SPY

+25.8%

Annualised alpha

-6.3%

Max drawdown

−26.8%

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

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

Top Position

6.4%

−0.6 pts

Top 5

23.7%

−7.9 pts

Top 10

39.6%

−13.1 pts

HHI

284

Diversified−96

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	37.8%	$27,838,551	16
Financial Services	27.4%	$20,176,992	14
Industrials	10.5%	$7,709,882	6
Consumer Cyclical	7.1%	$5,250,162	2
Communication Services	5.3%	$3,914,623	4
Unclassified	4.6%	$3,401,095	2
Healthcare	4.3%	$3,130,230	2
Energy	2.9%	$2,170,422	3

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	$1,987,356
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

11 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−7,963	6,129	$660,706
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
CRWD	CrowdStrike Holdings, Inc.	2,242	$1,141,873
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
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

4 positions · $3,914,623 total · Communication Services only · 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
META	Meta Platforms, Inc. Communication Services	Reduced	2,984	-2,993	$2,202,460	−37.1%	56.26%
APP	AppLovin Corp Communication Services	NEW	2,752	NEW	$963,420	NEW	24.61%
SPOT	Spotify Technology S.A. Communication Services	NEW	666	NEW	$511,048	NEW	13.05%
NFLX	Netflix Inc Communication Services	Reduced	1,775	-214	$237,695	+34.1%	6.07%