IRON Financial LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, IRON Financial LLC maintained a portfolio of 147 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.2%. Conversely, IRON Financial LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
147
Quarter
2025 Q4
Top Holding
AAPL (7.9%)
Top 10 Concentration
50.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 147
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 7.92% 7.80% #1 1
Prev: #2
3.2 -587 -0.9%
P
S
63,351 $17,222,711 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ISTB
ISHARES TR
ETF 7.52% 8.10% #2 1
Prev: #1
3.0 -10,741 -3.1%
P
S
335,425 $16,351,953 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 7.33% 7.58% #3
Prev: #3
2.9 -192 -0.3%
P
S
58,406 $15,949,587 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 5.57% 5.67% #4
Prev: #4
4.2 61 0.2%
P
S
36,126 $12,111,989 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTM
SPDR SERIES TRU...
ETF 4.88% 5.08% #5
Prev: #5
2.0 -2,780 -2.1%
P
S
128,704 $10,618,117 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 4.31% 4.37% #6 1
Prev: #7
3.7 31 0.2%
P
S
13,736 $9,366,768 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HTRB
HARTFORD FDS EX...
ETF 3.92% 4.50% #7 1
Prev: #6
1.6 -24,201 -8.8%
P
S
249,578 $8,523,077 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHY
SCHWAB STRATEGI...
Bond/Debt 3.91% 3.76% #8
Prev: #8
3.6 4,187 1.5%
P
S
285,376 $8,509,910 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWV
ISHARES INC
ETF 2.85% 3.03% #9
Prev: #9
1.1 -482 -0.9%
P
S
52,209 $6,199,829 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PULS
PGIM ETF TR
ETF 2.55% 0.92% #10 15
Prev: #25
3.3 73,126 189.3%
P
S
111,748 $5,541,608 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB STRATEGI...
ETF 2.39% 2.75% #11 1
Prev: #10
1.0 -17,382 -8.1%
P
S
195,942 $5,190,506 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ICSH
ISHARES TR
ETF 2.21% 0.36% #12 44
Prev: #56
3.2 80,082 539.3%
P
S
94,932 $4,801,642 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 1.82% 1.22% #13 6
Prev: #19
2.9 50,626 54.0%
P
S
144,304 $3,958,263 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDR
ISHARES TR
Bond/Debt 1.73% 1.79% #14 3
Prev: #11
2.7 1,716 1.1%
P
S
155,305 $3,763,037 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSB
SPDR SERIES TRU...
ETF 1.69% 1.74% #15 3
Prev: #12
2.7 1,749 1.5%
P
S
121,466 $3,668,266 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOAT
VANECK ETF TRUS...
ETF 1.61% 1.64% #16 3
Prev: #13
0.7 -876 -2.5%
P
S
33,746 $3,494,749 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.44% 1.61% #17 3
Prev: #14
0.6 -35 -0.5%
P
S
6,475 $3,131,662 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.43% 1.47% #18 3
Prev: #15
0.6 -547 -3.9%
P
S
13,432 $3,100,375 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.34% 1.40% #19 3
Prev: #16
0.5 -55 -0.4%
P
S
15,612 $2,911,571 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.33% 1.34% #20 2
Prev: #18
2.5 134 1.5%
P
S
8,988 $2,895,983 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 1.22% 1.37% #21 4
Prev: #17
0.5 -3,365 -7.1%
P
S
44,244 $2,651,532 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CBOE
CBOE GLOBAL MKT...
Financial Services 1.19% 1.22% #22 2
Prev: #20
0.5 -71 -0.7%
P
S
10,343 $2,596,181 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEAR
ISHARES U S ETF...
ETF 1.11% 0.37% #23 31
Prev: #54
2.7 32,095 211.1%
P
S
47,301 $2,417,079 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.95% 0.98% #24 2
Prev: #22
2.4 1 0.0%
P
S
9,448 $2,076,589 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 0.90% 0.94% #25 1
Prev: #24
0.4 -2,081 -4.5%
P
S
43,972 $1,952,783 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 1.04%
Sold All 😨
(Was: #21)
0.3 -85,908 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.14%
Sold All 😨
(Was: #87)
0.3 -12,831 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #91)
0.3 -1,582 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.00% 0.13%
Sold All 😨
(Was: #96)
0.3 -966 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.11%
Sold All 😨
(Was: #119)
0.3 -1,362 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KIM
KIMCO RLTY CORP
Real Estate 0.00% 0.10%
Sold All 😨
(Was: #124)
0.3 -9,977 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.10%
Sold All 😨
(Was: #125)
0.3 -1,510 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.10%
Sold All 😨
(Was: #126)
0.3 -177 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #130)
0.3 -25,702 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.00% 0.10%
Sold All 😨
(Was: #131)
0.3 -305 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
INSULET CORP
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #132)
0.3 -670 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.10%
Sold All 😨
(Was: #133)
0.3 -1,843 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.10%
Sold All 😨
(Was: #134)
0.3 -6,994 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITW
ILLINOIS TOOL W...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #137)
0.3 -780 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #138)
0.3 -471 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 147 holdings

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