IronOak Wealth LLC. - Portfolio overview

IronOak Wealth LLC. has 64 reported holdings in this dataset, with the latest filing dated 2025-07-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 4.89%
2. NVDA - NVIDIA CORPORATION, 4.60%
3. BOXX - EA SERIES TRUST, 4.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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