13F Filings History of IronOak Wealth LLC.

Latest 13F report
Q2 2025 - 14 Jul 2025
Value $
$102,902,827
Signature - Title
Nicholas Munoz - Founder/CIO
Location
Cedar Park, TX
Summary
This page shows a list of all the recent 13F filings made by IronOak Wealth LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IronOak Wealth LLC. reported 64 stock holdings with total value $102,902,827 as of Q2 2025. Top holdings included SGOV, NVDA, BOXX, AMZN, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 64 $102,902,827 +$65,119,361 -$53,491,850 +$11,627,511 SGOV, NVDA, BOXX, AMZN, AVGO 13F-HR 14 Jul 2025, 15:36
Q4 2024 64 $89,295,961 $0 $0 $0 BYLD, TSLA, META, NVDA, AMZN 13F-HR 06 Mar 2025, 17:04