Iron Financial, LLC Portfolio Holdings

Iron Financial, LLC

  • $205 Million
  • Q3 2025

Iron Financial, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $205 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $16.9M, Apple Inc. with a value of $16.3M, Cme Group Inc. with a value of $15.8M, Vanguard Total Stock Market Et with a value of $11.8M, and Spdr Portfolio S&P 1500 Compos with a value of $10.6M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $188M to 205M.

Below you can find more details about Iron Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $124 Million
Technology: $28.2 Million
Financial Services: $24.2 Million
Energy: $6.95 Million
Consumer Defensive: $5.59 Million
Consumer Cyclical: $5.32 Million
Communication Services: $3.85 Million
Healthcare: $3.45 Million
Other: $3.36 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.3 Million 7.93% of portfolio
63,938
Q3 2025 Reduced 1.44%
$100B
$15.8 Million 7.71% of portfolio
58,598
Q3 2025 Reduced 0.17%
$3.78T
$3.37 Million 1.64% of portfolio
6,510
Q3 2025 Reduced 4.05%
$2.39T
$3.07 Million 1.49% of portfolio
13,979
Q3 2025 Added 0.01%
$465B
$2.92 Million 1.42% of portfolio
15,667
Q3 2025 Added 0.44%
$881B
$2.79 Million 1.36% of portfolio
8,854
Q3 2025 Reduced 2.17%
$27.4B
$2.55 Million 1.24% of portfolio
10,414
Q3 2025 Added 0.31%
$181B
$1.18 Million 0.57% of portfolio
41,650
Q3 2025 Reduced 4.18%
$490B
$1.11 Million 0.54% of portfolio
9,845
Q3 2025 Added 109.6%
$522B
$1.04 Million 0.51% of portfolio
5,632
Q3 2025 Reduced 47.1%
$115B
$1.03 Million 0.5% of portfolio
2,109
Q3 2025 Reduced 11.76%
$346B
$952,000 0.46% of portfolio
6,200
Q3 2025 Added 0.02%
$169B
$920,000 0.45% of portfolio
1,000
Q3 2025 Added 3.95%
$141B
$910,000 0.44% of portfolio
35,740
Q3 2025 New
$39.8B
$884,000 0.43% of portfolio
18,723
Q3 2025 New
$22B
$890,000 0.43% of portfolio
16,369
Q3 2025 New
$113B
$815,000 0.4% of portfolio
8,621
Q3 2025 Added 58.45%
$1.37T
$829,000 0.4% of portfolio
1,130
Q3 2025 Added 0.62%
$30.4B
$804,000 0.39% of portfolio
30,885
Q3 2025 New
$20.4B
$796,000 0.39% of portfolio
9,093
Q3 2025 New
$12B
$794,000 0.39% of portfolio
5,338
Q3 2025 Added 10.2%
$662B
$782,000 0.38% of portfolio
1,556
Q3 2025 Reduced 0.13%
$1.65T
$782,000 0.38% of portfolio
3,220
Q3 2025 Added 1.0%
$23.5B
$783,000 0.38% of portfolio
7,580
Q3 2025 New
$1.29T
$761,000 0.37% of portfolio
1,712
Q3 2025 Added 42.79%
$10.4B
$740,000 0.36% of portfolio
8,639
Q3 2025 New
$13.2B
$732,000 0.36% of portfolio
2,302
Q3 2025 New
$414B
$724,000 0.35% of portfolio
3,128
Q3 2025 Reduced 1.79%
$29.2B
$706,000 0.34% of portfolio
21,669
Q3 2025 New
$26.5B
$605,000 0.29% of portfolio
4,229
Q3 2025 Added 178.59%
$342B
$517,000 0.25% of portfolio
2,838
Q3 2025 Reduced 2.97%
$98.1B
$508,000 0.25% of portfolio
2,977
Q3 2025 Added 0.4%
$15.7B
$482,000 0.23% of portfolio
1,910
Q2 2025 Added 0.1%
$143B
$449,000 0.22% of portfolio
13,389
Q3 2025 Reduced 1.01%
$279B
$426,000 0.21% of portfolio
4,135
Q3 2025 Added 0.24%
$1.74T
$420,000 0.2% of portfolio
1,725
Q3 2025 Added 17.67%
$533B
$308,000 0.15% of portfolio
905
Q3 2025 Added 0.33%
$228B
$299,000 0.15% of portfolio
2,238
Q3 2025 Reduced 1.06%
$367B
$302,000 0.15% of portfolio
747
Q3 2025 Added 1.49%
$418B
$282,000 0.14% of portfolio
1,582
Q3 2025 New
$20.8B
$283,000 0.14% of portfolio
2,108
Q3 2025 Reduced 54.87%
$26.6B
$265,000 0.13% of portfolio
1,930
Q3 2025 New
$593B
$271,000 0.13% of portfolio
966
Q3 2025 New
$255B
$267,000 0.13% of portfolio
806
Q3 2025 Added 1.77%
$224B
$266,000 0.13% of portfolio
878
Q3 2025 Reduced 75.52%
$266B
$264,000 0.13% of portfolio
936
Q3 2025 Reduced 9.74%
$24.8B
$257,000 0.13% of portfolio
10,469
Q3 2025 New
$103B
$263,000 0.13% of portfolio
3,494
Q3 2025 New
$70.1B
$271,000 0.13% of portfolio
1,597
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $205 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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