§ 13F · FUND PROFILE
IRON Financial LLC.
AUM · $242M (13F)Positions · 226Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 66K | $19M | 7.9% | +6% |
| 2 | ISTB | ISHARES TR | 330K | $16M | 6.6% | ±0% |
| 3 | CME | CME GROUP INC | 58K | $13M | 5.3% | ±0% |
| 4 | VTI | VANGUARD INDEX FDS | 34K | $12M | 5.1% | −6% |
| 5 | SPTM | SPDR SERIES TRUST | 127K | $12M | 4.8% | −1% |
| 6 | SCHY | SCHWAB STRATEGIC TR | 318K | $10M | 4.2% | +2% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $9M | 3.8% | −6% |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | 194K | $7M | 2.7% | −21% |
| 9 | PULS | PGIM ETF TR | 127K | $6M | 2.6% | +8% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 184K | $6M | 2.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRON SIGNAL
AC read
IRON Financial LLC is a Other fund managing $242 million in assets. The fund runs a broad portfolio of 226 positions.
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