Funds › IronOak Wealth LLC
IronOak Wealth LLC
13F for Q3 2026, filed Nov 6, 2026. 59 positions worth $110.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | American Centy ETF Tr Multisector | 230,464 | $9.6M | 8.7% | 13F ↗ |
| 2 | American Centy ETF Tr Avantis Core Fi | 228,186 | $9.0M | 8.1% | 13F ↗ |
| 3 | American Centy ETF Tr Avantis Us Larg | 57,970 | $5.2M | 4.7% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 21,363 | $4.9M | 4.4% | 13F ↗ |
| 5 | EME EMCOR Group, Inc. | 5,326 | $4.0M | 3.6% | 13F ↗ |
| 6 | American Centy ETF Tr Focused Lrg Cap | 46,465 | $3.8M | 3.5% | 13F ↗ |
| 7 | American Centy ETF Tr Us Quality Grow | 30,116 | $3.5M | 3.2% | 13F ↗ |
| 8 | iShares Tr 0-3 Mth Treasury | 34,541 | $3.5M | 3.1% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 6,044 | $3.1M | 2.8% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 8,579 | $3.0M | 2.7% | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 8,126 | $2.8M | 2.5% | 13F ↗ |
| 12 | NOW ServiceNow, Inc. | 19,520 | $2.6M | 2.4% | 13F ↗ |
| 13 | American Centy ETF Tr Intl Eqt Etf | 28,977 | $2.6M | 2.4% | 13F ↗ |
| 14 | Vaneck ETF Trust Real Assets Etf | 62,431 | $2.5M | 2.3% | 13F ↗ |
| 15 | American Centy ETF Tr Short Durtn Strg | 47,412 | $2.4M | 2.2% | 13F ↗ |
| 16 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 5,175 | $2.4M | 2.1% | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 9,447 | $2.4M | 2.1% | 13F ↗ |
| 18 | APH Amphenol Corporation | 27,052 | $2.3M | 2.1% | 13F ↗ |
| 19 | LLY Eli Lilly and Company | 1,884 | $2.2M | 2.0% | 13F ↗ |
| 20 | American Centy ETF Tr Quality Divrsfed | 31,287 | $2.2M | 2.0% | 13F ↗ |
| 21 | American Centy ETF Tr Avantis Emgmkt | 22,583 | $2.1M | 1.9% | 13F ↗ |
| 22 | WDAY Workday, Inc. | 10,999 | $2.1M | 1.9% | 13F ↗ |
| 23 | TER Teradyne, Inc. | 5,199 | $2.1M | 1.9% | 13F ↗ |
| 24 | V Visa Inc. | 5,622 | $2.0M | 1.8% | 13F ↗ |
| 25 | AAPL Apple Inc. | 5,751 | $1.9M | 1.7% | 13F ↗ |
| 26 | LNG Cheniere Energy, Inc. | 7,039 | $1.9M | 1.7% | 13F ↗ |
| 27 | LMT Lockheed Martin Corporation | 3,551 | $1.8M | 1.6% | 13F ↗ |
| 28 | LVS Las Vegas Sands Corp. | 43,512 | $1.6M | 1.5% | 13F ↗ |
| 29 | AXP American Express Company | 4,861 | $1.5M | 1.3% | 13F ↗ |
| 30 | CEG Constellation Energy Corporation | 5,721 | $1.5M | 1.3% | 13F ↗ |
| 31 | UBER Uber Technologies, Inc. | 20,999 | $1.4M | 1.3% | 13F ↗ |
| 32 | BRO Brown & Brown, Inc. | 23,341 | $1.4M | 1.3% | 13F ↗ |
| 33 | OUNZ VanEck Merk Gold ETF · Gold Shs | 34,847 | $1.4M | 1.3% | 13F ↗ |
| 34 | CME CME Group Inc. | 5,193 | $1.4M | 1.2% | 13F ↗ |
| 35 | BR Broadridge Financial Solutions, Inc. | 7,226 | $1.2M | 1.1% | 13F ↗ |
| 36 | GEV GE Vernova Inc. | 911 | $865.7K | 0.8% | 13F ↗ |
| 37 | XOM ExxonMobil Holdings Corporation | 5,181 | $843.3K | 0.8% | 13F ↗ |
| 38 | PANW Palo Alto Networks, Inc. | 2,062 | $819.3K | 0.7% | 13F ↗ |
| 39 | CRWD CrowdStrike Holdings, Inc. | 2,841 | $752.2K | 0.7% | 13F ↗ |
| 40 | TSLA Tesla, Inc. | 2,076 | $736.8K | 0.7% | 13F ↗ |
| 41 | META Meta Platforms, Inc. | 958 | $694.7K | 0.6% | 13F ↗ |
| 42 | ASML ASML Holding N.V. · Equities | 325 | $588.8K | 0.5% | 13F ↗ |
| 43 | AJG Arthur J. Gallagher & Co. | 2,263 | $516.3K | 0.5% | 13F ↗ |
| 44 | BE Bloom Energy Corporation | 1,756 | $486.4K | 0.4% | 13F ↗ |
| 45 | HODL VanEck Bitcoin Trust · Sh Ben Int | 20,018 | $472.8K | 0.4% | 13F ↗ |
| 46 | GLD SPDR Gold Shares · Gold Shs | 1,226 | $466.9K | 0.4% | 13F ↗ |
| 47 | Harbor ETF Trust Comm All Wea Etf | 11,704 | $412.7K | 0.4% | 13F ↗ |
| 48 | ADBE Adobe Inc. | 1,683 | $403.8K | 0.4% | 13F ↗ |
| 49 | ETN Eaton Corporation, PLC | 914 | $392.8K | 0.4% | 13F ↗ |
| 50 | JPM JPMorgan Chase & Co. | 1,123 | $371.5K | 0.3% | 13F ↗ |
Changes since the previous quarter
This needs two quarters in a row to compare.
We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer