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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.03 Billion 4.89% of portfolio	49,980	Q2 2025 New
NVDA Nvidia Corp Technology	$427B	$4.73 Billion 4.6% of portfolio	29,944	Q2 2025 Added 17.31%
Ea Series Trust	-	$4.48 Billion 4.36% of portfolio	-	Q2 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.34T	$3.79 Billion 3.69% of portfolio	17,292	Q2 2025 Added 13.08%
AVGO Broadcom Inc. Technology	$117B	$3.64 Billion 3.54% of portfolio	13,205	Q2 2025 Added 0.86%
UBER Uber Technologies, Inc Technology	$180B	$2.76 Billion 2.68% of portfolio	29,530	Q2 2025 New
INTU Intuit Inc Technology	$215B	$2.52 Billion 2.45% of portfolio	3,198	Q2 2025 New
COIN Coinbase Global, Inc. Technology	$58.6B	$2.49 Billion 2.42% of portfolio	7,105	Q2 2025 Added 130.53%
NFLX Netflix Inc Communication Services	$549B	$2.38 Billion 2.31% of portfolio	1,775	Q2 2025 Reduced 10.76%
Ge Vernova Inc	-	$2.37 Billion 2.3% of portfolio	-	Q2 2025 New
MSFT Microsoft Corp Technology	$3.8T	$2.32 Billion 2.26% of portfolio	4,671	Q2 2025 New
Vaneck Bitcoin ETF	-	$2.32 Billion 2.26% of portfolio	-	Q2 2025 Added 303.51%
Pimco ETF Tr	-	$2.28 Billion 2.22% of portfolio	-	Q2 2025 New
NOW Service Now, Inc. Technology	$194B	$2.25 Billion 2.19% of portfolio	2,190	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.62T	$2.2 Billion 2.14% of portfolio	2,984	Q2 2025 Reduced 50.08%
CLOI Vaneck ETF Tr ETFs	$0	$2.09 Billion 2.03% of portfolio	39,515	Q2 2025 Reduced 34.5%
CRM Salesforce, Inc. Technology	$262B	$2.06 Billion 2.0% of portfolio	7,543	Q2 2025 Added 98.66%
LLY Eli Lilly & CO Healthcare	$724B	$2.03 Billion 1.97% of portfolio	2,606	Q2 2025 Added 53.75%
PGR Progressive Corp Financial Services	$143B	$1.99 Billion 1.93% of portfolio	7,439	Q2 2025 New
SPGI S&P Global Inc. Financial Services	$170B	$1.99 Billion 1.93% of portfolio	3,769	Q2 2025 Added 71.94%
PYPL Pay Pal Holdings, Inc. Financial Services	$86.5B	$1.83 Billion 1.78% of portfolio	24,629	Q2 2025 New
JPM Jpmorgan Chase & CO Financial Services	$853B	$1.79 Billion 1.74% of portfolio	6,171	Q2 2025 Added 82.57%
PANW Palo Alto Networks Inc Technology	$59.8B	$1.78 Billion 1.73% of portfolio	8,699	Q2 2025 Reduced 38.21%
V Visa Inc. Financial Services	$574B	$1.78 Billion 1.73% of portfolio	5,027	Q2 2025 Added 19.12%
FLBL Franklin Templeton ETF Tr Libe ETFs	$0	$1.74 Billion 1.7% of portfolio	72,007	Q2 2025 New
FLRT Pacer Fds Tr Pacific Asset Flt ETFs	$0	$1.72 Billion 1.67% of portfolio	36,072	Q2 2025 New
DELL Dell Technologies Inc. Technology	$33.4B	$1.7 Billion 1.65% of portfolio	13,857	Q2 2025 Added 85.75%
LVHD Franklin U.S. Low Volatility H ETFs	$0	$1.63 Billion 1.58% of portfolio	40,882	Q2 2025 New
MTZ Mastec Inc Industrials	$13.7B	$1.57 Billion 1.53% of portfolio	9,239	Q2 2025 New
HGER Harbor ETF Tr All Weather Infl	$0	$1.5 Billion 1.45% of portfolio	61,616	Q2 2025 New
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.24T	$1.48 Billion 1.44% of portfolio	6,515	Q2 2025 Added 4.36%
TSLA Tesla, Inc. Consumer Cyclical	$1.04T	$1.46 Billion 1.42% of portfolio	4,585	Q2 2025 Reduced 51.68%
EME Emcor Group, Inc. Industrials	$26.7B	$1.46 Billion 1.42% of portfolio	2,733	Q2 2025 New
AXP American Express CO Financial Services	$226B	$1.45 Billion 1.41% of portfolio	4,538	Q2 2025 Reduced 45.76%
ALL Allstate Corp Financial Services	$52.1B	$1.43 Billion 1.39% of portfolio	7,067	Q2 2025 New
MA Mastercard Inc Financial Services	$529B	$1.27 Billion 1.23% of portfolio	2,257	Q2 2025 New
HOOD Robinhood Markets, Inc. Technology	$87.2B	$1.22 Billion 1.19% of portfolio	13,030	Q2 2025 New
CHK Chesapeake Energy Corp Energy	$10.4B	$1.2 Billion 1.17% of portfolio	10,259	Q2 2025 New
GVAL Cambria Global Value ETF	-	$1.2 Billion 1.17% of portfolio	-	Q2 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$1.15 Billion 1.12% of portfolio	28,854	Q2 2025 New
CRWD Crowd Strike Holdings, Inc. Technology	$103B	$1.14 Billion 1.11% of portfolio	2,242	Q2 2025 New
EINC Vaneck ETF Tr Vaneck Energy In ETFs	$0	$1.13 Billion 1.1% of portfolio	11,454	Q2 2025 New
ISRG Intuitive Surgical Inc Healthcare	$182B	$1.1 Billion 1.07% of portfolio	2,022	Q2 2025 Reduced 33.84%
GLD Spdr Gold Trust ETFs	$108B	$1.08 Billion 1.05% of portfolio	3,544	Q2 2025 New
WDAY Workday, Inc. Technology	$47B	$1.07 Billion 1.04% of portfolio	4,464	Q2 2025 New
AAPL Apple Inc. Technology	$3.41T	$1.01 Billion 0.98% of portfolio	4,907	Q2 2025 Reduced 48.02%
APP App Lovin Corp Technology	$107B	$963 Million 0.94% of portfolio	2,752	Q2 2025 New
ICE Intercontinental Exchange, Inc. Financial Services	$101B	$964 Million 0.94% of portfolio	5,255	Q2 2025 New
EMR Emerson Electric CO Industrials	$84.5B	$950 Million 0.92% of portfolio	7,128	Q2 2025 New
ETN Eaton Corp PLC Industrials	$149B	$930 Million 0.9% of portfolio	2,606	Q2 2025 New

Summary

Portfolio
No. of Stocks 65
Current Value $103 Billion
Prior Value $89.3 Billion
Filing
Period Q2 2025
Filing Date July 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 37 stocks
Additional Purchases 14 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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Iron Oak Wealth Llc. Portfolio Holdings