Iron Oak Wealth Llc. Portfolio Holdings
Iron Oak Wealth Llc.
- $103 Billion
- Q2 2025
Iron Oak Wealth Llc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $5.03B, Nvidia Corp with a value of $4.73B, Ea Series Trust with a value of $4.48B, Amazon Com Inc with a value of $3.79B, and Broadcom Inc. with a value of $3.64B.
Examining the 13F form we can see an increase of $13.6B in the current position value, from $89.3B to 103B.
Iron Oak Wealth Llc. is based out at Cedar Park, TX
Below you can find more details about Iron Oak Wealth Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$103 Billion
Technology: $33.8 Billion
Financial Services: $16.5 Billion
ETFs: $16.3 Billion
Industrials: $5.34 Billion
Consumer Cyclical: $5.25 Billion
Communication Services: $5.09 Billion
Healthcare: $3.13 Billion
Energy: $2.17 Billion
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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