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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67T
$782,000 0.38% of portfolio
3,220
Q3 2025 Added 1.0%
$22.4B
$783,000 0.38% of portfolio
7,580
Q3 2025 New
$0
$753,000 0.37% of portfolio
14,850
Q3 2025 New
$1.36T
$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
$387B
$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
$0
$609,000 0.3% of portfolio
5,524
Q3 2025 Added 0.16%
$0
$604,000 0.29% of portfolio
23,524
Q3 2025 Added 0.06%
$0
$604,000 0.29% of portfolio
25,843
Q3 2025 Added 0.48%
$25.5B
$605,000 0.29% of portfolio
4,229
Q3 2025 Added 178.59%
$0
$581,000 0.28% of portfolio
1,241
Q2 2025 Added 10.7%
$0
$554,000 0.27% of portfolio
3,905
Q3 2025 Added 68.46%
$0
$515,000 0.25% of portfolio
5,616
Q3 2025 Added 9.95%
$349B
$517,000 0.25% of portfolio
2,838
Q3 2025 Reduced 2.97%
$103B
$508,000 0.25% of portfolio
2,977
Q3 2025 Added 0.4%
$0
$505,000 0.25% of portfolio
5,680
Q2 2025 New
$16B
$482,000 0.23% of portfolio
1,910
Q2 2025 Added 0.1%
$0
$467,000 0.23% of portfolio
3,283
Q3 2025 Reduced 2.75%
$157B
$449,000 0.22% of portfolio
13,389
Q3 2025 Reduced 1.01%
$278B
$426,000 0.21% of portfolio
4,135
Q3 2025 Added 0.24%
$1.7T
$420,000 0.2% of portfolio
1,725
Q3 2025 Added 17.67%
$0
$382,000 0.19% of portfolio
797
Q3 2025 Added 0.13%
$0
$369,000 0.18% of portfolio
12,869
Q3 2025 Added 1.28%
$0
$347,000 0.17% of portfolio
6,945
Q3 2025 Added 0.84%
$0
$342,000 0.17% of portfolio
14,813
Q3 2025 Added 0.67%
$549B
$308,000 0.15% of portfolio
905
Q3 2025 Added 0.33%
$0
$304,000 0.15% of portfolio
13,070
Q2 2025 Added 0.14%
$221B
$299,000 0.15% of portfolio
2,238
Q3 2025 Reduced 1.06%
$380B
$302,000 0.15% of portfolio
747
Q3 2025 Added 1.49%
$0
$281,000 0.14% of portfolio
7,453
Q4 2022 New
$0
$291,000 0.14% of portfolio
3,446
Q3 2025 Added 10.31%
$0
$296,000 0.14% of portfolio
5,465
Q3 2025 New
$440B
$282,000 0.14% of portfolio
1,582
Q3 2025 New
$0
$295,000 0.14% of portfolio
12,831
Q3 2025 Reduced 44.96%
$11.6B
$284,000 0.14% of portfolio
3,719
Q3 2025 Added 20.47%
$20.6B
$283,000 0.14% of portfolio
2,108
Q3 2025 Reduced 54.87%
$0
$273,000 0.13% of portfolio
4,000
Q1 2023 New
$28.6B
$265,000 0.13% of portfolio
1,930
Q3 2025 New
$645B
$271,000 0.13% of portfolio
966
Q3 2025 New
$275B
$267,000 0.13% of portfolio
806
Q3 2025 Added 1.77%
$220B
$266,000 0.13% of portfolio
878
Q3 2025 Reduced 75.52%
$275B
$264,000 0.13% of portfolio
936
Q3 2025 Reduced 9.74%
$25B
$257,000 0.13% of portfolio
10,469
Q3 2025 New
$104B
$263,000 0.13% of portfolio
3,494
Q3 2025 New
$67.7B
$271,000 0.13% of portfolio
1,597
Q3 2025 New
$5.53B
$274,000 0.13% of portfolio
7,468
Q3 2025 Added 0.69%
$7.78B
$252,000 0.12% of portfolio
10,381
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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