IRON Financial LLC

Q3 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$240,601
Net value change ($000)
-1,700 (-0.7%)
New positions
22
Sold out positions
25
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,648 13.5%
CME 2,397 18.6%
EXXONMOBIL HOLDINGS CORP 1,349 NEW
META 1,042 87.0%
AMGN 1,019 NEW
ROST 980 NEW
MSFT 972 40.8%
ABBV 956 131.1%
PG 939 103.9%
KO 921 301.0%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -2,550 -70.5%
CRWD -1,695 -85.7%
CIEN -1,381 -100.0%
ISTB -1,331 -8.4%
ICSH -1,232 -24.1%
XOM -1,188 -100.0%
MU -963 -67.7%
TJX -951 -100.0%
WMT -906 -73.5%
FE -866 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 721 (0.3% of total reported value)
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