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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$3.64 Billion 3.54% of portfolio
13,205
Q2 2025 Added 0.86%
$181B
$2.76 Billion 2.68% of portfolio
29,530
Q2 2025 New
$182B
$2.52 Billion 2.45% of portfolio
3,198
Q2 2025 New
$40.3B
$2.49 Billion 2.42% of portfolio
7,105
Q2 2025 Added 130.53%
$49.1B
$2.38 Billion 2.31% of portfolio
1,775
Q2 2025 Reduced 10.76%
$169B
$2.25 Billion 2.19% of portfolio
2,190
Q2 2025 New
$132B
$1.99 Billion 1.93% of portfolio
7,439
Q2 2025 New
$159B
$1.99 Billion 1.93% of portfolio
3,769
Q2 2025 Added 71.94%
$71.6B
$1.83 Billion 1.78% of portfolio
24,629
Q2 2025 New
$61.4B
$1.78 Billion 1.73% of portfolio
8,699
Q2 2025 Reduced 38.21%
$34.7B
$1.7 Billion 1.65% of portfolio
13,857
Q2 2025 Added 85.75%
$15B
$1.57 Billion 1.53% of portfolio
9,239
Q2 2025 New
$29.5B
$1.46 Billion 1.42% of portfolio
2,733
Q2 2025 New
$57.9B
$1.43 Billion 1.39% of portfolio
7,067
Q2 2025 New
$102B
$1.22 Billion 1.19% of portfolio
13,030
Q2 2025 New
$10.4B
$1.2 Billion 1.17% of portfolio
10,259
Q2 2025 New
$193B
$1.1 Billion 1.07% of portfolio
2,022
Q2 2025 Reduced 33.84%
$46.4B
$1.07 Billion 1.04% of portfolio
4,464
Q2 2025 New
$163B
$963 Million 0.94% of portfolio
2,752
Q2 2025 New
$84.9B
$964 Million 0.94% of portfolio
5,255
Q2 2025 New
$75.4B
$950 Million 0.92% of portfolio
7,128
Q2 2025 New
$140B
$930 Million 0.9% of portfolio
2,606
Q2 2025 New
$89.3B
$668 Million 0.65% of portfolio
7,331
Q2 2025 New
$54.4B
$622 Million 0.6% of portfolio
1,944
Q2 2025 Added 0.67%
$123B
$511 Million 0.5% of portfolio
666
Q2 2025 New
$11.8B
$310 Million 0.3% of portfolio
16,923
Q2 2025 New
$51.8B
$250 Million 0.24% of portfolio
1,137
Q2 2025 Reduced 31.59%

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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