§ 13F · FUND PROFILE
IRON Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $209M (13F)Positions · 139Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CME | CME GROUP INC | 58K | $17M | 7.5% | ±0% |
| 2 | ISTB | ISHARES TR | 331K | $16M | 7.0% | −1% |
| 3 | AAPL | APPLE INC | 62K | $16M | 6.9% | ±0% |
| 4 | VTI | VANGUARD INDEX FDS | 36K | $11M | 5.0% | −1% |
| 5 | SPTM | SPDR SERIES TRUST | 129K | $10M | 4.5% | ±0% |
| 6 | SCHY | SCHWAB STRATEGIC TR | 310K | $10M | 4.3% | +9% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $8M | 3.7% | −6% |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | 246K | $8M | 3.6% | −1% |
| 9 | PULS | PGIM ETF TR | 118K | $6M | 2.5% | +5% |
| 10 | ACWV | ISHARES INC | 48K | $6M | 2.5% | −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 $209 million in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed