StockDriftsStockDriftsTop 50 Iron Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.26% | 66.7K | $22.2M | -1.35%(-911) | $71.63(+384.13%) | 2026-09-30 | |
| CME | CME GROUP INC | 6.37% | 58.3K | $15.3M | -0.02%(-9) | $113.81(+169.08%) | 2026-09-30 | |
| ISTB | ISHARES TR | 6.08% | 308.6K | $14.6M | -6.42%(-21.18K) | $47.78(-0.70%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.17% | 33.2K | $12.4M | -1.15%(-387) | $137.47(+171.64%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 4.89% | 127.5K | $11.7M | +0.21%(+271) | $47.11(+95.30%) | 2026-09-30 | |
| SCHY | SCHWAB STRATEGIC TR | 4.19% | 320.5K | $10.1M | +0.81%(+2.57K) | $25.47(+29.59%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.88% | 12.2K | $9.3M | +0.16%(+20) | $281.23(+170.49%) | 2026-09-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.62% | 196.1K | $6.3M | +1.04%(+2.02K) | $40.94(-20.54%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.51% | 184.9K | $6.0M | +0.42%(+768) | $26.76(+31.85%) | 2026-09-30 | |
| ACWV | ISHARES INC | 2.48% | 48.4K | $5.9M | +0.64%(+306) | $91.83(+40.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.70% | +35.64% | +5.01% | +27.66% |
| Top 20 Holdings Unweighted | +9.52% | +31.38% | +4.40% | +24.04% |
Iron Financial LLC reports $240.60M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.3%), CME (6.4%) and ISTB (6.1%). The top 20 holdings account for 64.63% of reported assets. Its disclosed equity book has returned +35.64% on a three-year cumulative basis. Figures reflect the Q3 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