IronOak Wealth LLC. - Portfolio Stock Holdings
IronOak Wealth LLC. disclosed 92 stock positions in a recent SEC 13F filing. $110,471,129 of stock holdings were filed, with the largest holdings including ABND, AVIG, and AVLC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $162,000,000 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
92Est. Stock Holding Value:
$110,471,129Top Stock Holdings By Sector
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Portfolio Stock Holdings - IronOak Wealth LLC.
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