IRON Financial LLC

Q1 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$228,837
Net value change ($000)
+11,270 (5.2%)
New positions
35
Sold out positions
22
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VSDM 3,453 NEW
FTMS 2,849 NEW
JPLD 1,348 NEW
SCHD 1,348 34.1%
SCHY 1,315 15.5%
CME 1,271 8.0%
NEAR 1,119 46.3%
CIEN 1,016 NEW
TJX 943 NEW
ADSK 921 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,105 -6.4%
JKHY -945 -100.0%
SPY -944 -10.1%
PFE -905 -100.0%
EQT -873 -100.0%
NOW -754 -100.0%
CHD -754 -100.0%
VTI -655 -5.4%
SMOT -628 -100.0%
MSFT -613 -19.6%
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