IRON Financial LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$217.6B
Holdings
132
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 63,351 | $17.2B | 7.92% | |
| 2 | ISTBISHARES TR | 335,425 | $16.4B | 7.52% | |
| 3 | CMECME GROUP INC | 58,406 | $15.9B | 7.33% | |
| 4 | VTIVANGUARD INDEX FDS | 36,126 | $12.1B | 5.57% | |
| 5 | SPTMSPDR SERIES TRUST | 128,704 | $10.6B | 4.88% | |
| 6 | SPYSPDR S&P 500 ETF TR | 13,736 | $9.4B | 4.30% | |
| 7 | HTRBHARTFORD FDS EXCHANGE TRADED | 249,578 | $8.5B | 3.92% | |
| 8 | SCHYSCHWAB STRATEGIC TR | 285,376 | $8.5B | 3.91% | |
| 9 | ACWVISHARES INC | 52,209 | $6.2B | 2.85% | |
| 10 | PULSPGIM ETF TR | 111,748 | $5.5B | 2.55% | |
| 11 | SCHPSCHWAB STRATEGIC TR | 195,942 | $5.2B | 2.39% | |
| 12 | ICSHISHARES TR | 94,932 | $4.8B | 2.21% | |
| 13 | SCHDSCHWAB STRATEGIC TR | 144,304 | $4.0B | 1.82% | |
| 14 | IBDRISHARES TR | 155,305 | $3.8B | 1.73% | |
| 15 | SPSBSPDR SERIES TRUST | 121,466 | $3.7B | 1.69% | |
| 16 | MOATVANECK ETF TRUST | 33,746 | $3.5B | 1.61% | |
| 17 | MSFTMICROSOFT CORP | 6,475 | $3.1B | 1.44% | |
| 18 | AMZNAMAZON COM INC | 13,432 | $3.1B | 1.42% | |
| 19 | NVDANVIDIA CORPORATION | 15,612 | $2.9B | 1.34% | |
| 20 | JPMJPMORGAN CHASE & CO. | 8,988 | $2.9B | 1.33% | |
| 21 | VGITVANGUARD SCOTTSDALE FDS | 44,244 | $2.7B | 1.22% | |
| 22 | CBOECBOE GLOBAL MKTS INC | 10,343 | $2.6B | 1.19% | |
| 23 | NEARISHARES U S ETF TR | 47,301 | $2.4B | 1.11% | |
| 24 | VIGVANGUARD SPECIALIZED FUNDS | 9,448 | $2.1B | 0.95% | |
| 25 | SPDWSPDR INDEX SHS FDS | 43,972 | $2.0B | 0.90% | |
| 26 | FBNDFIDELITY MERRIMACK STR TR | 40,276 | $1.9B | 0.85% | |
| 27 | DIVBISHARES TR | 32,086 | $1.7B | 0.78% | |
| 28 | VXUSVANGUARD STAR FDS | 21,284 | $1.6B | 0.74% | |
| 29 | SPEMSPDR INDEX SHS FDS | 30,217 | $1.4B | 0.65% | |
| 30 | JPSTJ P MORGAN EXCHANGE TRADED F | 27,861 | $1.4B | 0.65% | |
| 31 | USMVISHARES TR | 14,442 | $1.4B | 0.62% | |
| 32 | XOMEXXON MOBIL CORP | 9,812 | $1.2B | 0.54% | |
| 33 | JNJJOHNSON & JOHNSON | 5,664 | $1.2B | 0.54% | |
| 34 | LTPZPIMCO ETF TR | 22,199 | $1.1B | 0.53% | |
| 35 | NDQINVESCO QQQ TR | 1,844 | $1.1B | 0.52% | |
| 36 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,023 | $1.1B | 0.49% | |
| 37 | DGDOLLAR GEN CORP NEW | 7,602 | $1.0B | 0.46% | |
| 38 | GOOGLALPHABET INC | 3,218 | $1.0B | 0.46% | |
| 39 | TAT&T INC | 38,678 | $960.0M | 0.44% | |
| 40 | EXEEXPAND ENERGY CORPORATION | 8,591 | $948.0M | 0.44% | |
| 41 | JKHYHENRY JACK & ASSOC INC | 5,180 | $945.0M | 0.43% | |
| 42 | PFEPFIZER INC | 36,334 | $904.0M | 0.42% | |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 1,911 | $895.0M | 0.41% | |
| 44 | PGPROCTER AND GAMBLE CO | 6,234 | $893.0M | 0.41% | |
| 45 | EQTEQT CORP | 16,284 | $872.0M | 0.40% | |
| 46 | METAMETA PLATFORMS INC | 1,300 | $858.0M | 0.39% | |
| 47 | COPCONOCOPHILLIPS | 8,529 | $798.0M | 0.37% | |
| 48 | TSLATESLA INC | 1,773 | $797.0M | 0.37% | |
| 49 | IQLTISHARES TR | 17,453 | $793.0M | 0.36% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,555 | $781.0M | 0.36% | |
| 51 | KHCKRAFT HEINZ CO | 31,918 | $774.0M | 0.36% | |
| 52 | ABBVABBVIE INC | 3,337 | $762.0M | 0.35% | |
| 53 | OXYOCCIDENTAL PETE CORP | 18,472 | $759.0M | 0.35% | |
| 54 | CHDCHURCH & DWIGHT CO INC | 8,987 | $753.0M | 0.35% | |
| 55 | NOWSERVICENOW INC | 4,920 | $753.0M | 0.35% | |
| 56 | BSJQINVESCO EXCH TRD SLF IDX FD | 31,906 | $744.0M | 0.34% | |
| 57 | CPBTHE CAMPBELLS COMPANY | 26,167 | $729.0M | 0.34% | |
| 58 | IBITISHARES BITCOIN TRUST ETF | 14,562 | $723.0M | 0.33% | |
| 59 | ERIEERIE INDTY CO | 2,263 | $648.0M | 0.30% | |
| 60 | SMOTVANECK ETF TRUST | 17,354 | $628.0M | 0.29% | |
| 61 | FANGDIAMONDBACK ENERGY INC | 4,122 | $619.0M | 0.28% | |
| 62 | IVOOVANGUARD ADMIRAL FDS INC | 5,533 | $618.0M | 0.28% | |
| 63 | VTVVANGUARD INDEX FDS | 3,232 | $617.0M | 0.28% | |
| 64 | SCHBSCHWAB STRATEGIC TR | 23,540 | $617.0M | 0.28% | |
| 65 | VICIVICI PPTYS INC | 21,253 | $597.0M | 0.27% | |
| 66 | IWFISHARES TR | 1,241 | $587.0M | 0.27% | |
| 67 | GOOGALPHABET INC | 1,837 | $576.0M | 0.26% | |
| 68 | HODLVANECK BITCOIN ETF | 23,261 | $575.0M | 0.26% | |
| 69 | AQLTISHARES TR | 3,940 | $556.0M | 0.26% | |
| 70 | EEMVISHARES INC | 8,440 | $540.0M | 0.25% | |
| 71 | WWDWOODWARD INC | 1,656 | $500.0M | 0.23% | |
| 72 | INTCINTEL CORP | 13,371 | $493.0M | 0.23% | |
| 73 | WMTWALMART INC | 4,134 | $460.0M | 0.21% | |
| 74 | BXBLACKSTONE INC | 2,979 | $459.0M | 0.21% | |
| 75 | BILSPDR SERIES TRUST | 5,030 | $459.0M | 0.21% | |
| 76 | DGRWWISDOMTREE TR | 5,131 | $458.0M | 0.21% | |
| 77 | IWPISHARES TR | 3,188 | $436.0M | 0.20% | |
| 78 | PLTRPALANTIR TECHNOLOGIES INC | 2,338 | $415.0M | 0.19% | |
| 79 | VUGVANGUARD INDEX FDS | 797 | $388.0M | 0.18% | |
| 80 | COMDIREXION SHS ETF TR | 12,920 | $382.0M | 0.18% | |
| 81 | TERTERADYNE INC | 1,915 | $370.0M | 0.17% | |
| 82 | VTEBVANGUARD MUN BD FDS | 7,313 | $367.0M | 0.17% | |
| 83 | QQQMINVESCO EXCH TRADED FD TR II | 1,308 | $330.0M | 0.15% | |
| 84 | GLDMWORLD GOLD TR | 3,811 | $325.0M | 0.15% | |
| 85 | CVSCVS HEALTH CORP | 4,074 | $323.0M | 0.15% | |
| 86 | VVISA INC | 908 | $318.0M | 0.15% | |
| 87 | SGOLETFS GOLD TR | 7,667 | $314.0M | 0.14% | |
| 88 | SCHFSCHWAB STRATEGIC TR | 13,085 | $314.0M | 0.14% | |
| 89 | VYMIVANGUARD WHITEHALL FDS | 3,468 | $312.0M | 0.14% | |
| 90 | AQLTISHARES TR | 13,433 | $309.0M | 0.14% | |
| 91 | ABTABBOTT LABS | 2,442 | $306.0M | 0.14% | |
| 92 | AXPAMERICAN EXPRESS CO | 806 | $298.0M | 0.14% | |
| 93 | STPZPIMCO ETF TR | 5,498 | $295.0M | 0.14% | |
| 94 | HALHALLIBURTON CO | 10,344 | $292.0M | 0.13% | |
| 95 | STZCONSTELLATION BRANDS INC | 2,090 | $288.0M | 0.13% | |
| 96 | IJRISHARES TR | 2,388 | $286.0M | 0.13% | |
| 97 | VCITVANGUARD SCOTTSDALE FDS | 3,369 | $282.0M | 0.13% | |
| 98 | GQ9SPDR GOLD TR | 713 | $282.0M | 0.13% | |
| 99 | USHYISHARES TR | 7,453 | $278.0M | 0.13% | |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 939 | $278.0M | 0.13% |
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