Ironoak Wealth LLC. Top Holdings and 13F Report (2025) About Ironoak Wealth LLC.Investment ActivityIronoak Wealth LLC. has $89.30 million in total holdings as of December 31, 2024.Ironoak Wealth LLC. owns shares of 64 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Yield Optimized Bond ETF $4,977,609Tesla $3,831,634Meta Platforms $3,499,562NVIDIA $3,427,826Amazon.com $3,354,816 Sector AllocationMap of 500 Largest Holdings ofIronoak Wealth LLC. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBYLDiShares Yield Optimized Bond ETF$4,977,609224,5715.6%ETFTSLATesla$3,831,6349,4884.3%Auto/Tires/TrucksMETAMeta Platforms$3,499,5625,9773.9%Computer and TechnologyNVDANVIDIA$3,427,82625,5263.8%Computer and TechnologyAMZNAmazon.com$3,354,81615,2923.8%Retail/WholesaleBUFRFT Vest Laddered Buffer ETF$3,322,754109,0503.7%ETFPSFFPacer Swan SOS Fund of Funds ETF$3,259,274111,2763.6%ETFCLOIVanEck CLO ETF$3,183,72360,3323.6%ETFAVGOBroadcom$3,035,25413,0923.4%Computer and TechnologyPANWPalo Alto Networks$2,561,81514,0792.9%Computer and TechnologyAXPAmerican Express$2,483,1418,3672.8%FinanceAAPLApple$2,364,2899,4412.6%Computer and TechnologyGOOGAlphabet$2,256,04811,8472.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,024,16126,7642.3%CL ACATCaterpillar$2,018,7085,5652.3%Industrial ProductsANGLVanEck Fallen Angel High Yield Bond ETF$2,017,28870,3622.3%ManufacturingVANECK BITCOIN ETF$1,995,38218,8762.2%SH BEN INTQVALAlpha Architect U.S. Quantitative Value ETF$1,942,75643,5212.2%ETFCAOSAlpha Architect Tail Risk ETF$1,853,30921,1712.1%ETFNFLXNetflix$1,772,8351,9892.0%Consumer DiscretionaryISRGIntuitive Surgical$1,595,1103,0561.8%MedicalXOMExxon Mobil$1,515,83414,0921.7%Oils/EnergyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,506,65437,2201.7%ETFBRK.BBerkshire Hathaway$1,505,7963,3221.7%FinanceQMOMAlpha Architect U.S. Quantitative Momentum ETF$1,441,18122,4731.6%ETFVVisa$1,333,5894,2201.5%Business ServicesLLYEli Lilly and Company$1,308,3071,6951.5%MedicalCRMSalesforce$1,270,8863,7971.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,232,9376,2431.4%Computer and TechnologySPGIS&P Global$1,091,7962,1921.2%Business ServicesBACBank of America$1,076,29024,4891.2%FinanceARISTA NETWORKS INC$1,038,9829,4001.2%COM SHSXMLVInvesco S&P MidCap Low Volatility ETF$998,14716,4111.1%ETFMORGAN STANLEY ETF TRUST$953,60619,1261.1%EATON VANCE TOTAVRTVertiv$931,9438,2031.0%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$930,71716,4101.0%ETFHIMSHims & Hers Health$921,79038,1221.0%MedicalSCHJSchwab 1-5 Year Corporate Bond ETF$890,24336,5231.0%ETFLDOSLeidos$883,4976,1331.0%AerospaceVSTVistra$861,9036,2521.0%UtilitiesDELLDell Technologies$859,6907,4601.0%Computer and TechnologyMUMicron Technology$846,08510,0390.9%Computer and TechnologyAXONAxon Enterprise$813,0301,3680.9%AerospaceJPMJPMorgan Chase & Co.$810,2313,3800.9%FinanceCOINCoinbase Global$765,2613,0820.9%FinanceSNOWSnowflake$633,2354,1010.7%Computer and TechnologyVRTXVertex Pharmaceuticals$622,5741,5460.7%MedicalMSTRMicroStrategy$586,7702,0260.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$548,0901,9310.6%FinanceORCLOracle$398,4942,3910.4%Computer and TechnologyMIGVanEck Moodys Analytics IG Corporate Bond ETF$390,10918,4930.4%ETFIVViShares Core S&P 500 ETF$373,1326340.4%ETFNXPINXP Semiconductors$345,4471,6620.4%Computer and TechnologyDOVDover$339,5291,8100.4%Industrial ProductsAMGNAmgen$312,6281,1990.4%MedicalPTLCPacer Trendpilot US Large Cap ETF$294,0155,4650.3%ETFFTQIFirst Trust NASDAQ BuyWrite Income ETF$288,07213,8360.3%ETFQCOMQUALCOMM$283,7151,8470.3%Computer and TechnologyFLTRVanEck Floating Rate ETF$270,99710,6480.3%ETFXLIIndustrial Select Sector SPDR Fund$254,2671,9300.3%ETFIBMInternational Business Machines$234,8011,0680.3%Computer and TechnologyHIDEAlpha Architect High Inflation and Deflation ETF$224,68010,0930.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$203,6418,4010.2%ETFYYYAmplify High Income ETF$126,07610,9440.1%ETFShowing largest 100 holdings. View all holdings. 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