# EDGAR Filing Document

**Accession Number:** 0002037081
**File Stem:** 0002037081-25-000003
**Filing Date:** 2025-7
**Character Count:** 9999
**Document Hash:** 534d2d63a39b1833e6603a01a3e68b49
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002037081-25-000003.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0002037081-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** IronOak Wealth LLC.
- **CENTRAL INDEX KEY:** 0002037081

**ORGANIZATION NAME:**
- **EIN:** 823645371
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25441
- **FILM NUMBER:** 251121631

**BUSINESS ADDRESS:**
- **STREET 1:** 715 DISCOVERY BLVD.
- **STREET 2:** STE 312
- **CITY:** CEDAR PARK
- **STATE:** TX
- **ZIP:** 78613
- **BUSINESS PHONE:** 5125898865

**MAIL ADDRESS:**
- **STREET 1:** 715 DISCOVERY BLVD.
- **STREET 2:** STE 312
- **CITY:** CEDAR PARK
- **STATE:** TX
- **ZIP:** 78613

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** IronOak Wealth LLC.<br>**Address:** 715 DISCOVERY BLVD.<br>STE 312<br>CEDAR PARK, TX 78613

**Form 13F File Number:** 028-25441

**CRD Number (if applicable):** 004347630

**SEC File Number (if applicable):** 801-132175

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas Munoz<br>**Title:** Founder/CIO<br>**Phone:** 5125898865

**Signature, Place, and Date of Signing:**

Nicholas Munoz  Cedar Park, TX  07-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $102902827

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLSTATE CORP | COM | 020002101 |  | 1429052 | 7067 | SH |  | SOLE |  | 7067 | 0 | 0 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 4483425 | 39789 | SH |  | SOLE |  | 39789 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3793596 | 17292 | SH |  | SOLE |  | 17292 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1447442 | 4538 | SH |  | SOLE |  | 4538 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1006778 | 4907 | SH |  | SOLE |  | 4907 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 963420 | 2752 | SH |  | SOLE |  | 2752 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 3639832 | 13205 | SH |  | SOLE |  | 13205 | 0 | 0 |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 132061409 |  | 1199155 | 44038 | SH |  | SOLE |  | 44038 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 2490231 | 7105 | SH |  | SOLE |  | 7105 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1141873 | 2242 | SH |  | SOLE |  | 2242 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 1698868 | 13857 | SH |  | SOLE |  | 13857 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2031650 | 2606 | SH |  | SOLE |  | 2606 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 1461854 | 2733 | SH |  | SOLE |  | 2733 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 950376 | 7128 | SH |  | SOLE |  | 7128 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 1199687 | 10259 | SH |  | SOLE |  | 10259 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 |  | 1744723 | 72007 | SH |  | SOLE |  | 72007 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN US LOW | 52468L406 |  | 1629565 | 40882 | SH |  | SOLE |  | 40882 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 2370476 | 4480 | SH |  | SOLE |  | 4480 | 0 | 0 |
| HARBOR ETF TRUST | HARBOR COMMODITY | 41151J505 |  | 1496653 | 61616 | SH |  | SOLE |  | 61616 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 2518841 | 3198 | SH |  | SOLE |  | 3198 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 5032530 | 49980 | SH |  | SOLE |  | 49980 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1789035 | 6171 | SH |  | SOLE |  | 6171 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 1574603 | 9239 | SH |  | SOLE |  | 9239 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2202803 | 2984 | SH |  | SOLE |  | 2984 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2323221 | 4671 | SH |  | SOLE |  | 4671 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 2376956 | 1775 | SH |  | SOLE |  | 1775 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4731207 | 29944 | SH |  | SOLE |  | 29944 | 0 | 0 |
| PACER FDS TR | PAC ASSET FLTG | 69374H428 |  | 1717015 | 36072 | SH |  | SOLE |  | 36072 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1780163 | 8699 | SH |  | SOLE |  | 8699 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1830427 | 24629 | SH |  | SOLE |  | 24629 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 2279457 | 85888 | SH |  | SOLE |  | 85888 | 0 | 0 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 310029 | 16923 | SH |  | SOLE |  | 16923 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 1219999 | 13030 | SH |  | SOLE |  | 13030 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 422144 | 2891 | SH |  | SOLE |  | 2891 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 1987619 | 3769 | SH |  | SOLE |  | 3769 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 2059979 | 7543 | SH |  | SOLE |  | 7543 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 2251495 | 2190 | SH |  | SOLE |  | 2190 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1080318 | 3544 | SH |  | SOLE |  | 3544 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1479887 | 6515 | SH |  | SOLE |  | 6515 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1456471 | 4585 | SH |  | SOLE |  | 4585 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2755149 | 29530 | SH |  | SOLE |  | 29530 | 0 | 0 |
| VANECK BITCOIN ETF | SH BEN INT | 92189K105 |  | 2320778 | 76166 | SH |  | SOLE |  | 76166 | 0 | 0 |
| VANECK ETF TRUST | CLO ETF | 92189H748 |  | 2092293 | 39515 | SH |  | SOLE |  | 39515 | 0 | 0 |
| VANECK ETF TRUST | ENERGY INCME ET | 92189H870 |  | 1130479 | 11454 | SH |  | SOLE |  | 11454 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1784709 | 5027 | SH |  | SOLE |  | 5027 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 1071360 | 4464 | SH |  | SOLE |  | 4464 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 |  | 628883 | 23165 | SH |  | SOLE |  | 23165 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1268190 | 2257 | SH |  | SOLE |  | 2257 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1985294 | 7439 | SH |  | SOLE |  | 7439 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 622240 | 1944 | SH |  | SOLE |  | 1944 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 660701 | 6129 | SH |  | SOLE |  | 6129 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1098775 | 2022 | SH |  | SOLE |  | 2022 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 532728 | 5207 | SH |  | SOLE |  | 5207 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 697080 | 1435 | SH |  | SOLE |  | 1435 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 964224 | 5255 | SH |  | SOLE |  | 5255 | 0 | 0 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 1148822 | 28854 | SH |  | SOLE |  | 28854 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 511048 | 666 | SH |  | SOLE |  | 666 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 271540 | 8539 | SH |  | SOLE |  | 8539 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 667921 | 7331 | SH |  | SOLE |  | 7331 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 930316 | 2606 | SH |  | SOLE |  | 2606 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 407479 | 1382 | SH |  | SOLE |  | 1382 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 298609 | 5884 | SH |  | SOLE |  | 5884 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 |  | 201778 | 8055 | SH |  | SOLE |  | 8055 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 249576 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |

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