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Holders — by stockHoldings — by fund

IRON Financial LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001595509

$242.3M

disclosed book value

151

positions

8.1%

largest position share

Positions, as of 2026-06-30

top 100 of 151 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC67,591$19.6M8.1%
2ISTBISHARES TR329,734$15.9M6.6%
3CMECME GROUP INC58,300$12.9M5.3%
4VTIVANGUARD INDEX FDS33,543$12.4M5.1%
5SPTMSPDR SERIES TRUST127,201$11.5M4.8%
6SCHYSCHWAB STRATEGIC TR317,888$10.1M4.2%
7SPYSTATE STR SPDR S&P 500 ETF T12,191$9.1M3.8%
8HTRBHARTFORD FDS EXCHANGE TRADED194,088$6.5M2.7%
9PULSPGIM ETF TR126,759$6.3M2.6%
10SCHDSCHWAB STRATEGIC TR184,175$5.8M2.4%
11ACWVISHARES INC48,127$5.8M2.4%
12ICSHISHARES TR101,049$5.1M2.1%
13VSDMVANGUARD MUN BD FDS65,840$5.0M2.1%
14FTMSPUTNAM ETF TRUST444,917$4.4M1.8%
15SCHPSCHWAB STRATEGIC TR155,075$4.1M1.7%
16AMZNAMAZON COM INC15,694$3.7M1.5%
17NEARISHARES U S ETF TR73,824$3.7M1.5%
18NVDANVIDIA CORPORATION18,347$3.7M1.5%
19IBDRISHARES TR149,310$3.6M1.5%
20SPSBSPDR SERIES TRUST119,506$3.6M1.5%
21MOATVANECK ETF TRUST33,041$3.4M1.4%
22JPMJPMORGAN CHASE & CO9,134$3.0M1.2%
23CBOECBOE GLOBAL MKTS INC10,401$2.5M1%
24MSFTMICROSOFT CORP6,390$2.4M1%
25VGITVANGUARD SCOTTSDALE FDS39,954$2.4M1%
26SPDWSPDR INDEX SHS FDS43,264$2.2M0.9%
27VIGVANGUARD SPECIALIZED FUNDS8,966$2.1M0.9%
28CRWDCROWDSTRIKE HLDGS INC2,590$2.0M0.8%
29DIVBISHARES TR30,477$1.9M0.8%
30VXUSVANGUARD STAR FDS21,312$1.8M0.8%
31FBNDFIDELITY MERRIMACK STR TR39,223$1.8M0.7%
32INTCINTEL CORP12,360$1.7M0.7%
33SPEMSPDR INDEX SHS FDS30,336$1.6M0.6%
34JNJJOHNSON & JOHNSON5,901$1.5M0.6%
35GOOGLALPHABET INC4,039$1.4M0.6%
36JPSTJ P MORGAN EXCHANGE TRADED F28,158$1.4M0.6%
37MUMICRON TECHNOLOGY INC1,233$1.4M0.6%
38CIENCIENA CORP2,816$1.4M0.6%
39JPLDJ P MORGAN EXCHANGE TRADED F26,202$1.4M0.6%
40JQUAJ P MORGAN EXCHANGE TRADED F17,534$1.3M0.5%
41WMTWALMART INC10,888$1.2M0.5%
42PMPHILIP MORRIS INTL INC6,678$1.2M0.5%
43METAMETA PLATFORMS INC2,127$1.2M0.5%
44EXMOCEXXON MOBIL CORP8,687$1.2M0.5%
45USMVISHARES TR11,249$1.1M0.4%
46TJXTJX COS INC NEW6,279$951,3380.4%
47KHCKRAFT HEINZ CO39,381$930,1800.4%
48PGPROCTER & GAMBLE CO6,167$904,3790.4%
49DIVIFRANKLIN TEMPLETON ETF TR20,681$883,4880.4%
50IQLTISHARES TR17,656$874,8350.4%
51OXYOCCIDENTAL PETE CORP17,845$866,7320.4%
52FEFIRSTENERGY CORP18,210$865,7040.4%
53EDIVSPDR INDEX SHS FDS20,670$846,5780.3%
54CAHCARDINAL HEALTH INC3,502$831,9360.3%
55TSLATESLA INC1,975$830,6850.3%
56ERIEERIE INDTY CO3,415$818,7470.3%
57EXEEXPAND ENERGY CORPORATION8,958$816,8810.3%
58QQQINVESCO QQQ TR1,092$804,0070.3%
59ADSKAUTODESK INC4,135$803,9270.3%
60CPBTHE CAMPBELLS COMPANY35,909$799,6940.3%
61VTVVANGUARD INDEX FDS3,428$747,0650.3%
62BRK/BBERKSHIRE HATHAWAY INC DEL1,478$739,5770.3%
63DGDOLLAR GEN CORP6,394$736,0140.3%
64ABBVABBVIE INC2,896$728,8190.3%
65IVOOVANGUARD ADMIRAL FDS INC5,548$723,5110.3%
66WWDWOODWARD INC1,656$704,5290.3%
67STZCONSTELLATION BRANDS INC5,041$701,1540.3%
68GOOGALPHABET INC1,957$691,5900.3%
69SCHBSCHWAB STRATEGIC TR23,421$678,2670.3%
70LTPZPIMCO ETF TR13,241$670,6810.3%
71COPCONOCOPHILLIPS5,826$605,7050.2%
72IWFISHARES TR4,750$589,8080.2%
73DDOGDATADOG INC2,186$569,1480.2%
74DVYISHARES TR3,564$557,0530.2%
75BSJQINVESCO EXCH TRD SLF IDX FD22,222$510,0960.2%
76IBITISHARES BITCOIN TRUST ETF13,466$448,2840.2%
77IWPISHARES TR3,053$446,9900.2%
78EEMVISHARES INC5,694$428,6420.2%
79HODLVANECK BITCOIN ETF25,505$423,6390.2%
80VUGVANGUARD INDEX FDS4,779$411,6230.2%
81GEGE AEROSPACE1,088$406,5660.2%
82CATCATERPILLAR INC380$404,6630.2%
83DGRWWISDOMTREE TR4,071$389,2700.2%
84FFORD MTR CO27,937$388,3250.2%
85AVGOBROADCOM INC1,003$378,8840.2%
86VTEBVANGUARD MUN BD FDS7,416$375,1200.2%
87TSMTAIWAN SEMICONDUCTOR MANUFAC764$364,8650.2%
88SCHFSCHWAB STRATEGIC TR13,086$362,4790.1%
89IJRISHARES TR2,388$354,1650.1%
90IBMINTERNATIONAL BUSINESS MACHS1,258$353,6600.1%
91BXBLACKSTONE INC2,993$352,1990.1%
92VVISA INC1,022$350,6490.1%
93SGOVISHARES TR3,455$347,8150.1%
94FANGDIAMONDBACK ENERGY INC1,950$342,7570.1%
95VYMIVANGUARD WHITEHALL FDS3,455$339,3140.1%
96BENFRANKLIN RESOURCES INC10,108$336,2940.1%
97BSCRINVESCO EXCH TRD SLF IDX FD16,694$327,4530.1%
98REGREGENCY CTRS CORP4,049$322,8680.1%
99LLYELI LILLY & CO265$317,3280.1%
100QQQMINVESCO EXCH TRADED FD TR II1,046$316,9120.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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