IRON Financial LLC

Q2 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$242,301
Net value change ($000)
+13,464 (5.9%)
New positions
11
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 3,440 21.3%
VSDM 1,592 46.1%
FTMS 1,576 55.3%
SPTM 1,365 13.4%
INTC 1,167 208.8%
CRWD 1,006 103.6%
MU 1,001 237.2%
VTI 955 8.3%
AMZN 836 28.8%
SPY 681 8.1%
Top Reduces (Value $000, Stocks/ETFs)
CME -4,347 -25.2%
HTRB -1,757 -21.2%
SCHP -1,040 -20.2%
CBOE -392 -13.4%
GLDM -257 -100.0%
VGIT -245 -9.4%
SGOL -244 -100.0%
QQQ -239 -22.9%
SLV -234 -100.0%
OXY -219 -20.2%
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