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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 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 1,478.0 $740K 0.30% -157.0 -9.6% $500.39
22 ABBV ABBVIE INC Healthcare 2,896.0 $729K 0.30% -188.0 -6.1% $251.66 +1.9%
23 LTPZ PIMCO ETF TR 13,241.0 $671K 0.28% -2K -12.7% $50.65 -5.0%
24 DVY ISHARES TR 3,564.0 $557K 0.23% -400.0 -10.1% $156.30 +5.1%
25 BSJQ INVESCO EXCH TRD SLF IDX FD 22,222.0 $510K 0.21% -286.0 -1.3% $22.95 -0.2%
26 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,466.0 $448K 0.18% -95.0 -0.7% $33.29 +35.9%
27 IWP ISHARES TR 3,053.0 $447K 0.18% -61.0 -2.0% $146.41 -4.6%
28 EEMV ISHARES INC 5,694.0 $429K 0.18% -47.0 -0.8% $75.28 +2.1%
29 DGRW WISDOMTREE TR 4,071.0 $389K 0.16% -655.0 -13.9% $95.62 +4.3%
30 AVGO BROADCOM INC Technology 1,003.0 $379K 0.16% -272.0 -21.3% $377.75 -5.3%
31 VYMI VANGUARD WHITEHALL FDS 3,455.0 $339K 0.14% -29.0 -0.8% $98.21 +9.0%
32 IPKW INVESCO EXCH TRADED FD TR II 5,510.0 $310K 0.13% -46.0 -0.8% $56.33 +10.1%
33 GOVT ISHARES TR 12,100.0 $276K 0.11% -1K -8.7% $22.78 -1.9%
34 VCIT VANGUARD SCOTTSDALE FDS 3,162.0 $261K 0.11% -123.0 -3.7% $82.65 -2.6%
35 T AT&T INC Communication Services 12,479.0 $258K 0.11% -259.0 -2.0% $20.70 +24.0%
36 HD HOME DEPOT INC Consumer Cyclical 729.0 $257K 0.11% -75.0 -9.3% $352.53 -8.9%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 2,017.0 $235K 0.10% -121.0 -5.7% $116.67 +49.4%
38 EFA ISHARES TR 2,239.0 $233K 0.10% -106.0 -4.5% $103.88 +4.3%
39 ABT ABBOTT LABORATORIES Healthcare 2,230.0 $202K 0.08% -172.0 -7.2% $90.76 +19.4%
Page 2 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%