Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IRON Financial LLC (CIK 1595509) reported $242.3M across 151 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($19.6M, 8.07%), ISTB ($15.9M, 6.57%), CME ($12.9M, 5.31%), VTI ($12.4M, 5.12%), SPTM ($11.5M, 4.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.6M | 8.07% | 67,591 | Added |
| 2 | ISTB | ISHARES TR | $15.9M | 6.57% | 329,734 | Trimmed |
| 3 | CME | CME GROUP INC | $12.9M | 5.31% | 58,300 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $12.4M | 5.12% | 33,543 | Trimmed |
| 5 | SPTM | SPDR SERIES TRUST | $11.5M | 4.77% | 127,201 | Trimmed |
| 6 | SCHY | SCHWAB STRATEGIC TR | $10.1M | 4.16% | 317,888 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $9.1M | 3.76% | 12,191 | Trimmed |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | $6.5M | 2.70% | 194,088 | Trimmed |
| 9 | PULS | PGIM ETF TR | $6.3M | 2.59% | 126,759 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $5.8M | 2.41% | 184,175 | Added |
| 11 | ACWV | ISHARES INC | $5.8M | 2.39% | 48,127 | Trimmed |
| 12 | ICSH | ISHARES TR | $5.1M | 2.11% | 101,049 | Added |
| 13 | VSDM | VANGUARD MUN BD FDS | $5.0M | 2.08% | 65,840 | Added |
| 14 | FTMS | PUTNAM ETF TRUST | $4.4M | 1.83% | 444,917 | Added |
| 15 | SCHP | SCHWAB STRATEGIC TR | $4.1M | 1.70% | 155,075 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $3.7M | 1.54% | 15,694 | Added |
| 17 | NEAR | ISHARES U S ETF TR | $3.7M | 1.54% | 73,824 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $3.7M | 1.52% | 18,347 | Added |
| 19 | IBDR | ISHARES TR | $3.6M | 1.49% | 149,310 | Trimmed |
| 20 | SPSB | SPDR SERIES TRUST | $3.6M | 1.48% | 119,506 | Trimmed |
| 21 | MOAT | VANECK ETF TRUST | $3.4M | 1.42% | 33,041 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.23% | 9,134 | Trimmed |
| 23 | CBOE | CBOE GLOBAL MKTS INC | $2.5M | 1.04% | 10,401 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.4M | 0.98% | 6,390 | Trimmed |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | $2.4M | 0.97% | 39,954 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30