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Ironoak Wealth Llc.

Portfolio Manager
Ironoak Wealth Llc.
Performance
+0.00% (2025 Q2)
AUM (13F)
$102.90M
# of Holdings
65
Performance Rank
Allocation (Top 20)
54.17%

Ironoak Wealth Llc. Holdings Map

Top 50 Ironoak Wealth Llc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
4.89%50.0K$5.0Mnew2025-Q2: 50.0K shares2025-06-30
NVDA
NVIDIA CORPORATION
4.6%29.9K$4.7M
+17.31%(+4.42K)
2024-Q4: 25.5K shares2025-Q2: 29.9K shares2025-06-30
BOXX
EA SERIES TRUST
4.36%39.8K$4.5Mnew2025-Q2: 39.8K shares2025-06-30
AMZN
AMAZON COM INC
3.69%17.3K$3.8M
+13.08%(+2.00K)
2024-Q4: 15.3K shares2025-Q2: 17.3K shares2025-06-30
AVGO
BROADCOM INC
3.54%13.2K$3.6M
+0.86%(+113)
2024-Q4: 13.1K shares2025-Q2: 13.2K shares2025-06-30
UBER
UBER TECHNOLOGIES INC
2.68%29.5K$2.8Mnew2025-Q2: 29.5K shares2025-06-30
INTU
INTUIT
2.45%3.2K$2.5Mnew2025-Q2: 3.2K shares2025-06-30
COIN
COINBASE GLOBAL INC
2.42%7.1K$2.5M
+130.53%(+4.02K)
2024-Q4: 3.1K shares2025-Q2: 7.1K shares2025-06-30
NFLX
NETFLIX INC
2.31%1.8K$2.4M
-10.76%(-214)
2024-Q4: 2.0K shares2025-Q2: 1.8K shares2025-06-30
GEV
GE VERNOVA INC
2.3%4.5K$2.4Mnew2025-Q2: 4.5K shares2025-06-30

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