account_balance

Investment manager · 13F filer · SEC CIK 2037081

IronOak Wealth LLC.

Reported value$110Mas of Sep 30, 2026
Positions59
Top 10 weight45.0%ABND alone is 9%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ABND American Centy ETF Tr 8.7%
AVIG American Centy ETF Tr 8.1%
AVLC American Centy ETF Tr 4.7%
NVDA NVIDIA Corp 4.4% EME Emcor Group, Inc. 3.6%
FLV American Centy ETF Tr 3.5%
QGRO American Centy ETF Tr 3.2%
SGOV iShares Tr 3.1%
MSFT Microsoft Corp 2.8% AVGO Broadcom Inc. 2.7% GOOG Alphabet Inc. 2.5% NOW ServiceNow, Inc. 2.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist