IRON Financial LLC

Q3 2025 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
139
Total value ($000)
$208,822
Net value change ($000)
+15,906 (8.2%)
New positions
40
Sold out positions
22
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ISTB 6,149 57.2%
AAPL 2,971 22.3%
PULS 1,925 NEW
SCHY 1,121 16.6%
SCHD 923 56.5%
EXE 918 NEW
PFE 911 NEW
EQT 891 NEW
OXY 885 NEW
CPB 837 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -1,317 -37.8%
HTRB -1,089 -10.4%
NEM -1,082 -100.0%
LIN -890 -100.0%
MCD -781 -74.5%
LNT -777 -100.0%
ZBH -609 -100.0%
CDW -595 -100.0%
JNJ -582 -35.8%
UDR -557 -69.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type