StockDriftsStockDriftsTop 50 Ironoak Wealth Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 4.89% | 50.0K | $5.0M | new | — | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.6% | 29.9K | $4.7M | +17.31%(+4.42K) | — | 2025-06-30 | |
| BOXX | EA SERIES TRUST | 4.36% | 39.8K | $4.5M | new | — | 2025-06-30 | |
| AMZN | AMAZON COM INC | 3.69% | 17.3K | $3.8M | +13.08%(+2.00K) | — | 2025-06-30 | |
| AVGO | BROADCOM INC | 3.54% | 13.2K | $3.6M | +0.86%(+113) | — | 2025-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 2.68% | 29.5K | $2.8M | new | — | 2025-06-30 | |
| INTU | INTUIT | 2.45% | 3.2K | $2.5M | new | — | 2025-06-30 | |
| COIN | COINBASE GLOBAL INC | 2.42% | 7.1K | $2.5M | +130.53%(+4.02K) | — | 2025-06-30 | |
| NFLX | NETFLIX INC | 2.31% | 1.8K | $2.4M | -10.76%(-214) | — | 2025-06-30 | |
| GEV | GE VERNOVA INC | 2.3% | 4.5K | $2.4M | new | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Ironoak Wealth Llc. reports $102.90M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (4.9%), NVDA (4.6%) and BOXX (4.4%). The top 20 holdings account for 54.17% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironoak Wealth Llc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2037081). View Ironoak Wealth Llc.’s 13F filings on SEC