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Portfolio (Quarterly) Guide ↗

IRON Financial LLC

· CIK 0001595509
13F Portfolio $242M AUM 226 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 77 Added 39 Reduced 5 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 33,543.0 $12.4M 5.12% -2K -6.1% $370.04 +2.6%
2 SPTM SPDR SERIES TRUST 127,201.0 $11.5M 4.77% -2K -1.2% $90.79 +2.9%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,191.0 $9.1M 3.76% -761.0 -5.9% $746.79 +3.1%
4 HTRB HARTFORD FDS EXCHANGE TRADED 194,088.0 $6.5M 2.70% -52K -21.1% $33.73 -1.9%
5 ACWV ISHARES INC 48,127.0 $5.8M 2.39% -320.0 -0.7% $120.23 +6.1%
6 SCHP SCHWAB STRATEGIC TR 155,075.0 $4.1M 1.70% -38K -19.9% $26.50 -2.5%
7 IBDR ISHARES TR 149,310.0 $3.6M 1.49% -5K -2.9% $24.23 -0.2%
8 SPSB SPDR SERIES TRUST 119,506.0 $3.6M 1.48% -648.0 -0.5% $30.01 -0.7%
9 MOAT VANECK ETF TRUST 33,041.0 $3.4M 1.42% -780.0 -2.3% $103.96 +7.5%
10 JPM JPMORGAN CHASE & CO Financial Services 9,134.0 $3.0M 1.23% -69.0 -0.8% $327.32 +9.6%
11 MSFT MICROSOFT CORP Technology 6,390.0 $2.4M 0.98% -416.0 -6.1% $373.05 +34.0%
12 VGIT VANGUARD SCOTTSDALE FDS 39,954.0 $2.4M 0.97% -4K -8.5% $58.98 -1.8%
13 SPDW SPDR INDEX SHS FDS 43,264.0 $2.2M 0.90% -543.0 -1.2% $50.39 +3.8%
14 VIG VANGUARD SPECIALIZED FUNDS 8,966.0 $2.1M 0.88% -250.0 -2.7% $236.62 +2.3%
15 DIVB ISHARES TR 30,477.0 $1.9M 0.78% -2K -5.5% $61.60 +12.0%
16 FBND FIDELITY MERRIMACK STR TR 39,223.0 $1.8M 0.74% -242.0 -0.6% $45.49 -1.7%
17 INTC INTEL CORP Technology 12,360.0 $1.7M 0.71% -313.0 -2.5% $139.63 -31.4%
18 MU MICRON TECHNOLOGY INC Technology 1,233.0 $1.4M 0.59% -16.0 -1.3% $1154.29 -11.9%
19 PG PROCTER & GAMBLE CO Consumer Defensive 6,167.0 $904K 0.37% -55.0 -0.9% $146.65 -0.1%
20 QQQ INVESCO QQQ TR Financial Services 1,092.0 $804K 0.33% -716.0 -39.6% $736.27 -2.4%
Page 1 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 32.4%
Consumer Defensive 7.5%
Consumer Cyclical 6.5%
Healthcare 4.1%
Energy 4.0%
Communication Services 2.9%
Real Estate 2.4%
Industrials 1.8%
Utilities 1.4%