DOSSIER · 13F-HR · Q3 2026

IronOak Wealth LLC.

$110M in tracked AUM across 59 positions as of Q3 2026.

IW
CIK 0002037081 · last filed Sep 30, 2026
Total AUM
$110M
as of Q3 2026
Holdings
59
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

IronOak Wealth LLC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MUSI
AMERICAN CENTY ETF TR
$10M230K8.7%
02
AVIG
AMERICAN CENTY ETF TR
$9M228K8.1%
03
AVLC
AMERICAN CENTY ETF TR
$5M58K4.7%
04
NVDA
NVIDIA CORPORATION
$5M21K4.4%
05
EME
EMCOR GROUP INC
$4M5K3.6%
06
FLV
AMERICAN CENTY ETF TR
$4M46K3.5%
07
QGRO
AMERICAN CENTY ETF TR
$4M30K3.2%
08
SGOV
ISHARES TR
$3M35K3.1%
09
MSFT
MICROSOFT CORP
$3M6K2.8%
10
AVGO
BROADCOM INC
$3M9K2.7%

Filing history

2026Q3Sep 30
$110M▲ 7.4%
59 positionsView →
2025Q2Jun 30
$103M▲ 15.2%
64 positionsLocked
2024Q4Dec 31
$89M—
64 positionsLocked