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Filers›Holding Co.›IronOak Wealth LLC.
DOSSIER · 13F-HR · Q2 2025

IronOak Wealth LLC.

IronOak Wealth's holding co. based in Boston, MA — $103M in tracked AUM across 64 positions as of Q2 2025.

IW
IronOak Wealth·Boston, MA·Holding Co.
CIK 0002037081 · last filed Jun 30, 2025
Total AUM
$103M
▲ 1.0%
vs prior
Holdings
64
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

IronOak Wealth LLC. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
0Infinity
ISHARES TR
$6M52K6.0%
02
NVDA
NVIDIA CORPORATION
$5M30K4.6%
03
BOXX
EA SERIES TRUST
$4M40K4.4%
04
AMZN
AMAZON COM INC
$4M17K3.7%
05
AVGO
BROADCOM INC
$4M13K3.5%
06
UBER
UBER TECHNOLOGIES INC
$3M30K2.7%
07
INTU
INTUIT
$3M3K2.4%
08
COIN
COINBASE GLOBAL INC
$2M7K2.4%
09
NFLX
NETFLIX INC
$2M2K2.3%
10
GEV
GE VERNOVA INC
$2M4K2.3%

Filing history

Filing history loading…
AI Agent · grounded in IronOak
haiku-4-5 · 64 positions indexed
Sector mix
  • Financials8%
  • Health Care15%
  • Cons. Disc.7%
  • Communications35%
  • Industrials28%
  • Other7%
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