Iron Financial LLC Top Holdings and 13F Report (2026) About Iron Financial LLCInvestment ActivityIron Financial LLC has $228.84 million in total holdings as of March 31, 2026.Iron Financial LLC owns shares of 145 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 12.14% of the portfolio was purchased this quarter.About 6.83% of the portfolio was sold this quarter.This quarter, Iron Financial LLC has purchased 132 new stocks and bought additional shares in 51 stocks.Iron Financial LLC sold shares of 51 stocks and completely divested from 22 stocks this quarter.Largest Holdings CME Group $17,221,354Apple $16,117,681iShares Core 1-5 Year USD Bond ETF $16,019,542Vanguard Total Stock Market ETF $11,456,668SPDR Portfolio S&P 1500 Composite Stock Market ETF $10,184,135 Largest New Holdings this Quarter 922907696 - VANGUARD MUN BD FDS $3,453,047 Holding746729730 - PUTNAM ETF TRUST $2,848,808 Holding46654Q773 - J P MORGAN EXCHANGE TRADED F $1,348,292 Holding171779309 - Ciena $1,015,999 Holding872540109 - TJX Companies $943,249 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 45,262 shares (about $3.45M)PUTNAM ETF TRUST 287,616 shares (about $2.85M)J P MORGAN EXCHANGE TRADED F 25,834 shares (about $1.35M)iShares Short Duration Bond Active ETF 22,255 shares (about $1.13M)Ciena 2,617 shares (about $1.02M) Largest Sales this Quarter AT&T 25,940 shares (about $752.02K)SPDR S&P 500 ETF Trust 784 shares (about $509.88K)Diamondback Energy 2,311 shares (about $457.07K)iShares MSCI Global Min Vol Factor ETF 3,762 shares (about $449.60K)ConocoPhillips 3,042 shares (about $401.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCMECME Group$17,221,354$28,944 â–¼-0.2%58,3087.5%FinanceAAPLApple$16,117,681$39,845 â–²0.2%63,5087.0%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$16,019,542$235,177 â–¼-1.4%330,5727.0%ManufacturingVTIVanguard Total Stock Market ETF$11,456,668$132,814 â–¼-1.1%35,7125.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$10,184,135$8,776 â–²0.1%128,8154.5%ETFSCHYSchwab International Dividend Equity ETF$9,824,984$789,980 â–²8.7%310,3284.3%ETFSPYSPDR S&P 500 ETF Trust$8,423,383$509,877 â–¼-5.7%12,9523.7%FinanceHTRBHartford Total Return Bond ETF$8,305,132$115,627 â–¼-1.4%246,1513.6%ETFPULSPGIM Ultra Short Bond ETF$5,826,676$295,168 â–²5.3%117,7112.5%ETFACWViShares MSCI Global Min Vol Factor ETF$5,789,910$449,597 â–¼-7.2%48,4472.5%ETFSCHDSchwab US Dividend Equity ETF$5,305,722$878,463 â–²19.8%172,9372.3%ETFSCHPSchwab U.S. TIPS ETF$5,149,031$64,982 â–¼-1.2%193,5002.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,046,214$240,749 â–²5.0%99,6882.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,728,439$36,166 â–¼-1.0%153,8131.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,613,043$39,452 â–¼-1.1%120,1541.6%ETFNEARiShares Short Duration Bond Active ETF$3,535,868$1,131,329 â–²47.0%69,5561.5%ETFVANGUARD MUN BD FDS$3,453,047$3,453,047 â–²New Holding45,2621.5%SHORT TAX EXEMPTMOATVanEck Morningstar Wide Moat ETF$3,270,529$7,253 â–²0.2%33,8211.4%ETFNVDANVIDIA$3,164,949$442,270 â–²16.2%18,1481.4%Computer and TechnologyCBOECboe Global Markets$2,916,320$9,275 â–²0.3%10,3761.3%Financial ServicesAMZNAmazon.com$2,904,743$107,259 â–²3.8%13,9471.3%Retail/WholesalePUTNAM ETF TRUST$2,848,808$2,848,808 â–²New Holding287,6161.2%FRANKLIN SHT TRMJPMJPMorgan Chase & Co.$2,707,225$63,246 â–²2.4%9,2031.2%FinanceVGITVanguard Intermediate-Term Treasury ETF$2,600,609$34,122 â–¼-1.3%43,6711.1%ETFMSFTMicrosoft$2,519,408$122,528 â–²5.1%6,8061.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,999,774$7,532 â–¼-0.4%43,8070.9%ETFVIGVanguard Dividend Appreciation ETF$1,982,027$49,895 â–¼-2.5%9,2160.9%ETFFBNDFidelity Total Bond ETF$1,800,409$36,998 â–¼-2.0%39,4650.8%ETFDIVBiShares Core Dividend ETF$1,739,847$8,794 â–²0.5%32,2490.8%ETFVXUSVanguard Total International Stock ETF$1,640,207$1,002 â–¼-0.1%21,2710.7%ETFJNJJohnson & Johnson$1,426,136$41,557 â–²3.0%5,8340.6%MedicalSPEMSPDR Portfolio Emerging Markets ETF$1,419,516$2,017 â–²0.1%30,2600.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,414,754$4,707 â–²0.3%27,9540.6%ETFXOMExxonMobil$1,405,330$259,417 â–¼-15.6%8,2830.6%EnergyJ P MORGAN EXCHANGE TRADED F$1,348,292$1,348,292 â–²New Holding25,8340.6%JPMORGAM LTD DURWALMART INC$1,306,764$793,006 â–²154.4%10,5150.6%COMMETAMeta Platforms$1,182,318$438,722 â–²59.0%2,0670.5%Computer and TechnologyGOOGLAlphabet$1,152,915$227,477 â–²24.6%4,0090.5%Computer and TechnologyOXYOccidental Petroleum$1,086,475$114,205 â–¼-9.5%16,7150.5%EnergyJQUAJPMorgan U.S. Quality Factor ETF$1,075,445$31,580 â–²3.0%17,5380.5%ETFQQQInvesco QQQ$1,043,473$20,777 â–¼-2.0%1,8080.5%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,042,215$297,140 â–¼-22.2%11,2380.5%ETFCIENCiena$1,015,999$1,015,999 â–²New Holding2,6170.4%Computer and TechnologyCRWDCrowdStrike$971,341$225,267 â–²30.2%2,4880.4%Computer and TechnologyTJXTJX Companies$943,249$943,249 â–²New Holding5,9060.4%Retail/WholesaleADSKAutodesk$921,212$921,212 â–²New Holding3,8480.4%Computer and TechnologyEXPAND ENERGY CORPORATION$911,943$31,178 â–¼-3.3%8,3070.4%COMPGProcter & Gamble$898,664$1,733 â–¼-0.2%6,2220.4%Consumer StaplesPMPhilip Morris International$873,381$873,381 â–²New Holding5,2820.4%Consumer StaplesFEFirstEnergy$859,347$859,347 â–²New Holding16,9630.4%UtilitiesKHCKraft Heinz$831,861$114,024 â–²15.9%36,9880.4%Consumer StaplesIQLTiShares MSCI Intl Quality Factor ETF$816,802$9,940 â–²1.2%17,6680.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$805,912$805,912 â–²New Holding20,4130.4%ETFERIEErie Indemnity$784,842$216,127 â–²38.0%3,1230.3%FinanceBRK.BBerkshire Hathaway$783,492$38,336 â–²5.1%1,6350.3%FinanceLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$774,055$358,732 â–¼-31.7%15,1690.3%ETFDIVIFranklin International Core Dividend Tilt Index ETF$768,529$768,529 â–²New Holding19,3050.3%ETFTHE CAMPBELLS COMPANY$749,631$166,891 â–²28.6%33,6610.3%COMTSLATesla$730,861$71,748 â–²10.9%1,9660.3%Auto/Tires/TrucksCOPConocoPhillips$724,328$401,568 â–¼-35.7%5,4870.3%EnergyDGDollar General$713,093$189,493 â–¼-21.0%6,0060.3%Retail/WholesaleSTZConstellation Brands$706,650$393,150 â–²125.4%4,7110.3%Consumer StaplesABBVAbbVie$670,794$55,029 â–¼-7.6%3,0840.3%MedicalCAHCardinal Health$670,276$670,276 â–²New Holding3,1720.3%MedicalVTVVanguard Value ETF$634,1190.0%3,2320.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$633,495$915 â–²0.1%5,5410.3%ETFDVYiShares Select Dividend ETF$600,255$3,634 â–²0.6%3,9640.3%ETFWWDWoodward$592,7160.0%1,6560.3%AerospaceSCHBSchwab US Broad Market ETF$588,376$2,485 â–¼-0.4%23,4410.3%ETFGOOGAlphabet$561,293$34,418 â–²6.5%1,9570.2%Computer and TechnologyINTCIntel$559,260$30,803 â–¼-5.2%12,6730.2%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$521,622$217,798 â–¼-29.5%22,5080.2%ETFIWFiShares Russell 1000 Growth ETF$521,488$7,675 â–¼-1.5%1,2230.2%ETFISHARES BITCOIN TRUST ETF$521,014$38,458 â–¼-6.9%13,5610.2%SHS BEN INTVANECK BITCOIN ETF$472,850$27,169 â–²6.1%24,6790.2%SH BEN INTMUMicron Technology$421,963$421,963 â–²New Holding1,2490.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$415,132$35,575 â–¼-7.9%4,7260.2%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$398,966$9,481 â–¼-2.3%3,1140.2%ETFAVGOBroadcom$394,667$203,060 â–²106.0%1,2750.2%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$371,608$174,703 â–¼-32.0%5,7410.2%ETFTAT&T$369,285$752,022 â–¼-67.1%12,7380.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$366,907$2,046 â–²0.6%7,3540.2%ETFFANGDiamondback Energy$358,181$457,071 â–¼-56.1%1,8110.2%EnergyGLDSPDR Gold Shares$349,826$43,029 â–²14.0%8130.2%FinanceVUGVanguard Growth ETF$347,9160.0%7970.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$347,781$347,781 â–²New Holding3,4550.2%ETFBXBlackstone$342,855$345 â–²0.1%2,9820.1%FinanceVYMIVanguard International High Dividend Yield ETF$328,323$1,508 â–²0.5%3,4840.1%ETFSCHFSchwab International Equity ETF$323,8650.0%13,0850.1%ETFDOWDOW$316,209$91,006 â–¼-22.3%7,5920.1%Basic MaterialsPALANTIR TECHNOLOGIES INC$312,748$29,256 â–¼-8.6%2,1380.1%CL AIPKWInvesco International BuyBack Achievers ETF$312,618$90,758 â–²40.9%5,5560.1%ManufacturingFFord Motor$310,380$310,380 â–²New Holding26,8960.1%Auto/Tires/TrucksGOVTiShares U.S. Treasury Bond ETF$303,541$4,216 â–¼-1.4%13,2490.1%ETFCVXChevron$303,523$26,069 â–¼-7.9%1,4670.1%EnergyLYBLyondellBasell Industries$300,489$300,489 â–²New Holding3,7300.1%Basic MaterialsSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$297,978$487 â–²0.2%5,5070.1%ETFVVisa$297,410$22,971 â–²8.4%9840.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$296,8530.0%2,3880.1%ETFCOMDirexion Auspice Broad Commodity Strategy ETF$290,238$143,474 â–¼-33.1%8,6460.1%ETFShowing largest 100 holdings. 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