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Home > Institutional Investor > Ironoak Wealth Llc. > Profile

Instuitional Investor - Ironoak Wealth Llc.

Fund Profile
Filing Period:
Fund Name: Ironoak Wealth Llc.
Portfolio Value $102,902,827
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 49,980 $5,032,530 4.89%
2.
Nvidia Corp
 NVDA 29,944 $4,731,207 4.6%
3.
Ea Series Trust
 39,789 $4,483,425 4.36%
4.
Amazon Com Inc
 AMZN 17,292 $3,793,596 3.69%
5.
Broadcom Inc.
 AVGO 13,205 $3,639,832 3.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)