DOSSIER · 13F-HR · Q2 2025

IronOak Wealth LLC.

$103M in tracked AUM across 64 positions as of Q2 2025.

IW
CIK 0002037081 · last filed Jun 30, 2025
Total AUM
$103M
as of Q2 2025
Holdings
64
positions
Whale Score
36
36
tracked
Activity
no data
changes this Q
AI Analysis · 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
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Filing history

2025Q2Jun 30
$103M 15.2%
64 positionsLocked
2024Q4Dec 31
$89M
64 positionsLocked