IronOak Wealth LLC.
IronOak Wealth LLC. reported 59 stocks worth $110M in its 13F filing for Q3 2026, filed Nov 5, 2026. Its largest holdings are ABND (8.7%), AVIG (8.1%) and AVLC (4.7%). Compared with Q2 2025, the fund opened new positions in ABND, AVIG and AVLC, added to EME, MSFT and NOW, trimmed NVDA, SGOV and AVGO and sold out of INTU, COIN and NFLX.
Latest filing: what IronOak Wealth LLC. did in Q3 2026
vs Q2 2025
Dollar changes use the share change at the quarter end price. New and sold out show the whole position.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ABND American Centy ETF TR | $9.6M | 8.7% | 230K | New position | 1 of 3 | |
| 2 |  AVIG American Centy ETF TR | $9M | 8.1% | 228K | New position | 1 of 3 | |
| 3 |  AVLC American Centy ETF TR | $5.2M | 4.7% | 58K | New position | 1 of 3 | |
| 4 |  NVDA Nvidia Corporation | $4.9M | 4.4% | 21K | −8,581 (−29%) | 3 of 3 | |
| 5 |  EME Emcor Group Inc | $4M | 3.6% | 5,326 | +2,593 (+95%) | 2 of 3 | |
| 6 |  FLV American Centy ETF TR | $3.8M | 3.5% | 46K | New position | 1 of 3 | |
| 7 |  QGRO American Centy ETF TR | $3.5M | 3.2% | 30K | New position | 1 of 3 | |
| 8 |  SGOV Ishares TR | $3.5M | 3.1% | 35K | −15K (−31%) | 2 of 3 | |
| 9 |  MSFT Microsoft Corp | $3.1M | 2.8% | 6,044 | +1,373 (+29%) | 2 of 3 | |
| 10 |  AVGO Broadcom Inc | $3M | 2.7% | 8,579 | −4,626 (−35%) | 3 of 3 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2025, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INTU Intuit | $2.5M | 3,198 |
 COIN Coinbase Global Inc | $2.5M | 7,105 |
 NFLX Netflix Inc | $2.4M | 18K |
 PYLD Pimco ETF TR | $2.3M | 86K |
 CLOI Vaneck ETF Trust | $2.1M | 40K |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IronOak Wealth LLC. 13F FAQ
What does IronOak Wealth LLC. own?
IronOak Wealth LLC. reported 59 stocks worth $110M in its 13F filing for Q3 2026, filed Nov 5, 2026. The table above lists every position in the filing (the top 10 without an account).
What did IronOak Wealth LLC. buy and sell in Q3 2026?
Compared with Q2 2025: 29 new positions, 8 added to, 22 trimmed and 34 sold out. New positions include ABND, AVIG and AVLC. It sold all of INTU, COIN and NFLX.
When will IronOak Wealth LLC. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is IronOak Wealth LLC.'s portfolio worth?
The Q3 2026 filing reports $110M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.