IRON Financial LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$217.6M

Holdings

132

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (132 positions)

StockValue
AAPLAPPLE INC
$17.2M
ISTBISHARES TR
$16.4M
CMECME GROUP INC
$15.9M
VTIVANGUARD INDEX FDS
$12.1M
SPTMSPDR SERIES TRUST
$10.6M
SPYSPDR S&P 500 ETF TR
$9.4M
HTRBHARTFORD FDS EXCHANGE TRADED
$8.5M
SCHYSCHWAB STRATEGIC TR
$8.5M
ACWVISHARES INC
$6.2M
PULSPGIM ETF TR
$5.5M
SCHPSCHWAB STRATEGIC TR
$5.2M
ICSHISHARES TR
$4.8M
SCHDSCHWAB STRATEGIC TR
$4.0M
IBDRISHARES TR
$3.8M
SPSBSPDR SERIES TRUST
$3.7M
MOATVANECK ETF TRUST
$3.5M
MSFTMICROSOFT CORP
$3.1M
AMZNAMAZON COM INC
$3.1M
NVDANVIDIA CORPORATION
$2.9M
JPMJPMORGAN CHASE & CO.
$2.9M
VGITVANGUARD SCOTTSDALE FDS
$2.7M
CBOECBOE GLOBAL MKTS INC
$2.6M
NEARISHARES U S ETF TR
$2.4M
VIGVANGUARD SPECIALIZED FUNDS
$2.1M
SPDWSPDR INDEX SHS FDS
$2.0M
FBNDFIDELITY MERRIMACK STR TR
$1.9M
DIVBISHARES TR
$1.7M
VXUSVANGUARD STAR FDS
$1.6M
SPEMSPDR INDEX SHS FDS
$1.4M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.4M
USMVISHARES TR
$1.4M
XOMEXXON MOBIL CORP
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
LTPZPIMCO ETF TR
$1.1M
NDQINVESCO QQQ TR
$1.1M
JQUAJ P MORGAN EXCHANGE TRADED F
$1.1M
DGDOLLAR GEN CORP NEW
$1.0M
GOOGLALPHABET INC
$1.0M
TAT&T INC
$960K
EXEEXPAND ENERGY CORPORATION
$948K
JKHYHENRY JACK & ASSOC INC
$945K
PFEPFIZER INC
$904K
CRWDCROWDSTRIKE HLDGS INC
$895K
PGPROCTER AND GAMBLE CO
$893K
EQTEQT CORP
$872K
METAMETA PLATFORMS INC
$858K
COPCONOCOPHILLIPS
$798K
TSLATESLA INC
$797K
IQLTISHARES TR
$793K
BRK/BBERKSHIRE HATHAWAY INC DEL
$781K
KHCKRAFT HEINZ CO
$774K
ABBVABBVIE INC
$762K
OXYOCCIDENTAL PETE CORP
$759K
CHDCHURCH & DWIGHT CO INC
$753K
NOWSERVICENOW INC
$753K
BSJQINVESCO EXCH TRD SLF IDX FD
$744K
CPBTHE CAMPBELLS COMPANY
$729K
IBITISHARES BITCOIN TRUST ETF
$723K
ERIEERIE INDTY CO
$648K
SMOTVANECK ETF TRUST
$628K
FANGDIAMONDBACK ENERGY INC
$619K
IVOOVANGUARD ADMIRAL FDS INC
$618K
VTVVANGUARD INDEX FDS
$617K
SCHBSCHWAB STRATEGIC TR
$617K
VICIVICI PPTYS INC
$597K
IWFISHARES TR
$587K
GOOGALPHABET INC
$576K
HODLVANECK BITCOIN ETF
$575K
AQLTISHARES TR
$556K
EEMVISHARES INC
$540K
WWDWOODWARD INC
$500K
INTCINTEL CORP
$493K
WMTWALMART INC
$460K
BILSPDR SERIES TRUST
$459K
BXBLACKSTONE INC
$459K
DGRWWISDOMTREE TR
$458K
IWPISHARES TR
$436K
PLTRPALANTIR TECHNOLOGIES INC
$415K
VUGVANGUARD INDEX FDS
$388K
COMDIREXION SHS ETF TR
$382K
TERTERADYNE INC
$370K
VTEBVANGUARD MUN BD FDS
$367K
QQQMINVESCO EXCH TRADED FD TR II
$330K
GLDMWORLD GOLD TR
$325K
CVSCVS HEALTH CORP
$323K
VVISA INC
$318K
SGOLETFS GOLD TR
$314K
SCHFSCHWAB STRATEGIC TR
$314K
VYMIVANGUARD WHITEHALL FDS
$312K
AQLTISHARES TR
$309K
ABTABBOTT LABS
$306K
AXPAMERICAN EXPRESS CO
$298K
STPZPIMCO ETF TR
$295K
HALHALLIBURTON CO
$292K
STZCONSTELLATION BRANDS INC
$288K
IJRISHARES TR
$286K
VCITVANGUARD SCOTTSDALE FDS
$282K
GQ9SPDR GOLD TR
$282K
USHYISHARES TR
$278K
IBMINTERNATIONAL BUSINESS MACHS
$278K
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