Iron Financial, LLC Portfolio Holdings

Iron Financial, LLC

  • $188 Million
  • Q2 2025

Iron Financial, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cme Group Inc. with a value of $16.2M, Apple Inc. with a value of $13.3M, Vanguard Total Stock Market Et with a value of $11.7M, Ihares Core 1 5 Years Usd Bond with a value of $10.8M, and Hartford Fds Total Return Bd E with a value of $10.5M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $176M to 188M.

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

Portfolio value $188 Million
ETFs: $112 Million
Technology: $24.8 Million
Financial Services: $23.6 Million
Consumer Cyclical: $6.5 Million
Communication Services: $5.41 Million
Consumer Defensive: $3.42 Million
Healthcare: $3.37 Million
Real Estate: $2.23 Million
Other: $6.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$578,000 0.31% of portfolio
5,515
Q2 2025 Added 0.16%
$351B
$591,000 0.31% of portfolio
3,185
Q2 2025 Added 26.84%
$51B
$555,000 0.3% of portfolio
9,821
Q2 2025 Reduced 0.25%
$1.21T
$561,000 0.3% of portfolio
3,188
Q2 2025 Added 7.27%
$0
$560,000 0.3% of portfolio
23,509
Q2 2025 Added 0.06%
$0
$537,000 0.29% of portfolio
23,312
Q2 2025 Added 19.46%
$0
$526,000 0.28% of portfolio
1,241
Q2 2025 Added 10.7%
$27.8B
$533,000 0.28% of portfolio
12,694
Q2 2025 Added 99.5%
$442B
$506,000 0.27% of portfolio
4,697
Q2 2025 Added 1.45%
$0
$505,000 0.27% of portfolio
8,048
Q2 2025 Added 0.15%
$120B
$488,000 0.26% of portfolio
5,441
Q2 2025 Added 0.37%
$0
$475,000 0.25% of portfolio
5,680
Q2 2025 New
$0
$468,000 0.25% of portfolio
5,108
Q2 2025 New
$0
$468,000 0.25% of portfolio
3,376
Q2 2025 Reduced 3.79%
$15.1B
$468,000 0.25% of portfolio
1,910
Q2 2025 Added 0.1%
$21.2B
$453,000 0.24% of portfolio
5,608
Q2 2025 Added 0.02%
$367B
$398,000 0.21% of portfolio
2,925
Q2 2025 Reduced 36.41%
$281B
$403,000 0.21% of portfolio
4,125
Q2 2025 Added 1.75%
$1.08T
$380,000 0.2% of portfolio
1,199
Q2 2025 Added 2.48%
$0
$348,000 0.19% of portfolio
796
Q1 2025 Added 0.13%
$0
$351,000 0.19% of portfolio
12,706
Q2 2025 Reduced 6.61%
$0
$337,000 0.18% of portfolio
6,887
Q2 2025 New
$0
$338,000 0.18% of portfolio
14,715
Q2 2025 Reduced 2.25%
$25.5B
$328,000 0.17% of portfolio
3,316
Q2 2025 Added 1.01%
$551B
$320,000 0.17% of portfolio
902
Q2 2025 Added 2.38%
$229B
$307,000 0.16% of portfolio
2,262
Q2 2025 Added 13.78%
$0
$307,000 0.16% of portfolio
2,318
Q2 2025 Added 0.65%
$89.6B
$302,000 0.16% of portfolio
13,525
Q2 2025 Added 0.19%
$108B
$295,000 0.16% of portfolio
3,222
Q2 2025 Added 8.96%
$210B
$305,000 0.16% of portfolio
1,037
Q2 2025 Added 1.17%
$0
$288,000 0.15% of portfolio
13,070
Q2 2025 Added 0.14%
$0
$279,000 0.15% of portfolio
7,453
Q4 2022 New
$0
$280,000 0.15% of portfolio
4,000
Q1 2023 New
$1.24T
$260,000 0.14% of portfolio
1,466
Q2 2025 Added 1.95%
$306B
$269,000 0.14% of portfolio
3,811
Q2 2025 Added 1.84%
$405B
$269,000 0.14% of portfolio
736
Q2 2025 Added 2.65%
$26.8B
$258,000 0.14% of portfolio
2,517
Q2 2025 Added 1.37%
$1.19B
$252,000 0.13% of portfolio
4,500
Q1 2025 Reduced 30.77%
$0
$250,000 0.13% of portfolio
3,124
Q2 2025 Added 1.33%
$227B
$252,000 0.13% of portfolio
792
Q2 2025 Added 0.13%
$112B
$237,000 0.13% of portfolio
619
Q2 2025 Reduced 1.28%
$44B
$246,000 0.13% of portfolio
427
Q2 2025 Added 0.47%
$207B
$238,000 0.13% of portfolio
1,927
Q2 2025 New
$0
$218,000 0.12% of portfolio
2,443
Q2 2025 Reduced 4.01%
$12.8B
$233,000 0.12% of portfolio
9,783
Q2 2025 New
$36.3B
$226,000 0.12% of portfolio
1,749
Q2 2025 Added 1.92%
$49.2B
$217,000 0.12% of portfolio
740
Q2 2025 Reduced 0.4%
$173B
$227,000 0.12% of portfolio
1,428
Q2 2025 Added 0.07%
$48.9B
$220,000 0.12% of portfolio
2,240
Q2 2025 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $188 Million
  • Prior Value $176 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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