Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

IRON Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

IRON Financial LLC (CIK 1595509) reported $228.8M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CME ($17.2M, 7.53%), AAPL ($16.1M, 7.04%), ISTB ($16.0M, 7.00%), VTI ($11.5M, 5.01%), SPTM ($10.2M, 4.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMECME GROUP INC$17.2M7.53%58,308Trimmed
2AAPLAPPLE INC$16.1M7.04%63,508Added
3ISTBISHARES TR$16.0M7.00%330,572Trimmed
4VTIVANGUARD INDEX FDS$11.5M5.01%35,712Trimmed
5SPTMSPDR SERIES TRUST$10.2M4.45%128,815Added
6SCHYSCHWAB STRATEGIC TR$9.8M4.29%310,328Added
7SPYSTATE STR SPDR S&P 500 ETF T$8.4M3.68%12,952Trimmed
8HTRBHARTFORD FDS EXCHANGE TRADED$8.3M3.63%246,151Trimmed
9PULSPGIM ETF TR$5.8M2.55%117,711Added
10ACWVISHARES INC$5.8M2.53%48,447Trimmed
11SCHDSCHWAB STRATEGIC TR$5.3M2.32%172,937Added
12SCHPSCHWAB STRATEGIC TR$5.1M2.25%193,500Trimmed
13ICSHISHARES TR$5.0M2.21%99,688Added
14IBDRISHARES TR$3.7M1.63%153,813Trimmed
15SPSBSPDR SERIES TRUST$3.6M1.58%120,154Trimmed
16NEARISHARES U S ETF TR$3.5M1.55%69,556Added
17VSDMVANGUARD MUN BD FDS$3.5M1.51%45,262New
18MOATVANECK ETF TRUST$3.3M1.43%33,821Added
19NVDANVIDIA CORPORATION$3.2M1.38%18,148Added
20CBOECBOE GLOBAL MKTS INC$2.9M1.27%10,376Added
21AMZNAMAZON COM INC$2.9M1.27%13,947Added
22PLDRPUTNAM ETF TRUST$2.8M1.24%287,616New
23JPMJPMORGAN CHASE & CO$2.7M1.18%9,203Added
24VGITVANGUARD SCOTTSDALE FDS$2.6M1.14%43,671Trimmed
25MSFTMICROSOFT CORP$2.5M1.10%6,806Added

Source: SEC Form 13F filings · as of 2026-03-31