IRON Financial LLC
CIK: 1595509SEC EDGAR →
Portfolio Value
$122.2B
Holdings
145
As of
Q1 2026
New Positions
145
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 330,572 | $16.0B | 13.11% |
| 2 | SPDR SERIES TRUST | 128,815 | $10.2B | 8.34% |
| 3 | SCHWAB STRATEGIC TR | 310,328 | $9.8B | 8.04% |
| 4 | HARTFORD FDS EXCHANGE TRADED | 246,151 | $8.3B | 6.80% |
| 5 | PGIM ETF TR | 117,711 | $5.8B | 4.77% |
| 6 | SCHWAB STRATEGIC TR | 172,937 | $5.3B | 4.34% |
| 7 | SCHWAB STRATEGIC TR | 193,500 | $5.1B | 4.21% |
| 8 | ISHARES TR | 99,688 | $5.0B | 4.13% |
| 9 | ISHARES TR | 153,813 | $3.7B | 3.05% |
| 10 | SPDR SERIES TRUST | 120,154 | $3.6B | 2.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $109.1B | 89.3% |
| Unknown | 8 | $3.8B | 3.1% |
| Consumer Defensive | 10 | $2.4B | 2.0% |
| Energy | 9 | $1.6B | 1.3% |
| Real Estate | 9 | $1.6B | 1.3% |
| Utilities | 2 | $1.1B | 0.9% |
| Technology | 15 | $1.1B | 0.9% |
| Basic Materials | 3 | $617.0M | 0.5% |
| Communication Services | 4 | $372.2M | 0.3% |
| Consumer Cyclical | 6 | $315.5M | 0.3% |
| Healthcare | 6 | $227.1M | 0.2% |
| Industrials | 5 | $3.5M | 0.0% |