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IRON Financial LLC

Portfolio Manager
IRON Financial LLC
Performance
-1.44% (2026 Q1)
AUM (13F)
$228.84M
# of Holdings
145
Performance Rank
Allocation (Top 20)
64.84%

IRON Financial LLC Holdings Map

Top 50 IRON Financial LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CME
CME GROUP INC
7.53%58.3K$17.2M
-0.17%(-98)
2025-Q1: 58.8K shares2025-Q2: 58.7K shares2025-Q3: 58.6K shares2025-Q4: 58.4K shares2026-Q1: 58.3K shares
$113.81(+161.07%)
2026-03-31
AAPL
APPLE INC
7.04%63.5K$16.1M
+0.25%(+157)
2025-Q1: 64.7K shares2025-Q2: 64.9K shares2025-Q3: 63.9K shares2025-Q4: 63.4K shares2026-Q1: 63.5K shares
$59.01(+406.48%)
2026-03-31
ISTB
ISHARES TR
7%330.6K$16.0M
-1.45%(-4.85K)
2025-Q1: 219.2K shares2025-Q2: 221.1K shares2025-Q3: 346.2K shares2025-Q4: 335.4K shares2026-Q1: 330.6K shares
$47.78(+0.98%)
2026-03-31
VTI
VANGUARD INDEX FDS
5.01%35.7K$11.5M
-1.15%(-414)
2025-Q1: 38.2K shares2025-Q2: 38.6K shares2025-Q3: 36.1K shares2025-Q4: 36.1K shares2026-Q1: 35.7K shares
$122.68(+197.30%)
2026-03-31
SPTM
SPDR SERIES TRUST
4.45%128.8K$10.2M
+0.09%(+111)
2025-Q1: 132.9K shares2025-Q2: 131.5K shares2025-Q3: 131.5K shares2025-Q4: 128.7K shares2026-Q1: 128.8K shares
$47.01(+91.21%)
2026-03-31
SCHY
SCHWAB STRATEGIC TR
4.29%310.3K$9.8M
+8.74%(+24.95K)
2025-Q1: 238.9K shares2025-Q2: 246.3K shares2025-Q3: 281.2K shares2025-Q4: 285.4K shares2026-Q1: 310.3K shares
$25.28(+27.94%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.68%13.0K$8.4M
-5.71%(-784)
2025-Q1: 13.8K shares2025-Q2: 13.9K shares2025-Q3: 13.7K shares2025-Q4: 13.7K shares2026-Q1: 13.0K shares
$280.46(+164.68%)
2026-03-31
HTRB
HARTFORD FDS EXCHANGE TRADED
3.63%246.2K$8.3M
-1.37%(-3.43K)
2025-Q1: 326.1K shares2025-Q2: 309.3K shares2025-Q3: 273.8K shares2025-Q4: 249.6K shares2026-Q1: 246.2K shares
$41.02(-17.83%)
2026-03-31
PULS
PGIM ETF TR
2.55%117.7K$5.8M
+5.34%(+5.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 38.6K shares2025-Q4: 111.7K shares2026-Q1: 117.7K shares
$49.73(-0.22%)
2026-03-31
ACWV
ISHARES INC
2.53%48.4K$5.8M
-7.21%(-3.76K)
2025-Q1: 56.2K shares2025-Q2: 53.2K shares2025-Q3: 52.7K shares2025-Q4: 52.2K shares2026-Q1: 48.4K shares
$91.83(+31.52%)
2026-03-31

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