IronOak Wealth LLC.

Q3 2026 13F-HR Holdings

Location
Cedar Park, TX
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$110,491
Net value change ($000)
—
New positions
59
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MUSI 9,594 —
AVIG 8,988 —
AVLC 5,233 —
NVDA 4,884 —
EME 4,018 —
FLV 3,828 —
QGRO 3,531 —
SGOV 3,478 —
MSFT 3,100 —
AVGO 3,013 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type