IRON Financial LLC
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,301
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 151 | 242,301 | 13F-HR | IRON Financial LLC |
| Q1 2026 | 4/27/2026 | 145 | 228,837 | 13F-HR | IRON Financial LLC |
| Q4 2025 | 1/22/2026 | 132 | 217,567 | 13F-HR | IRON Financial LLC |
| Q3 2025 | 10/24/2025 | 139 | 208,822 | 13F-HR | IRON Financial LLC |
| Q2 2025 | 7/25/2025 | 126 | 192,916 | 13F-HR | IRON Financial LLC |
| Q2 2014 | 7/30/2014 | 80 | 113,102 | 13F-HR | Iron Financial, LLC |
| Q1 2014 | 5/7/2014 | 76 | 131,455 | 13F-HR | Iron Financial, LLC |
| Q4 2013 | 1/8/2014 | 42 | 98,032 | 13F-HR | Iron Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.99 K | 37.6% | 7.254 K | 0 | 7.254 K |
| ETFs | 147.7 K | 61.0% | 6.327 K | 0 | 6.327 K |
| Debt | 3.618 K | 1.5% | 0 | 110 | -110 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
242,301
Holdings
151
QoQ value change ($000)
13,464
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.