StockDriftsStockDriftsTop 50 IRON Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.07% | 67.6K | $19.6M | +6.43%(+4.08K) | $71.63(+328.11%) | 2026-06-30 | |
| ISTB | ISHARES TR | 6.57% | 329.7K | $15.9M | -0.25%(-838) | $47.78(+0.43%) | 2026-06-30 | |
| CME | CME GROUP INC | 5.31% | 58.3K | $12.9M | -0.01%(-8) | $113.81(+129.06%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.12% | 33.5K | $12.4M | -6.07%(-2.17K) | $137.47(+177.90%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 4.77% | 127.2K | $11.5M | -1.25%(-1.61K) | $47.01(+99.63%) | 2026-06-30 | |
| SCHY | SCHWAB STRATEGIC TR | 4.16% | 317.9K | $10.1M | +2.44%(+7.56K) | $25.42(+31.77%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.76% | 12.2K | $9.1M | -5.88%(-761) | $280.46(+175.81%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.7% | 194.1K | $6.5M | -21.15%(-52.06K) | $41.02(-18.93%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 2.59% | 126.8K | $6.3M | +7.69%(+9.05K) | $49.72(-0.24%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.41% | 184.2K | $5.8M | +6.50%(+11.24K) | $26.74(+28.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.51% | +4.05% | +21.96% |
| Top 20 Holdings Unweighted | +8.33% | +27.14% | +3.87% | +20.90% |
IRON Financial LLC reports $242.30M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.1%), ISTB (6.6%) and CME (5.3%). The top 20 holdings account for 63.14% of reported assets. Its disclosed equity book has returned +30.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IRON Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1595509). View IRON Financial LLC’s 13F filings on SEC