Investor
IRON Financial LLC
CIK 0001595509 · filed 2026-04-27 · SEC filing
13F book
$228.8M
Positions
145
35 new · 22 sold
Largest name
7.5%
Cme Group Inc. · CME
Est. mark
−$1.45M
Price effect on 110 names still held. Flow $12.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cme Group Inc. | CME | 58.3K | $17.2M | 7.5% | $1.3M | Cut$1.27M |
| Apple Inc. | AAPL | 63.5K | $16.1M | 7.0% | −$1.14M | Added−$1.11M |
| Ishares Tr | — | 330.6K | $16M | 7.0% | −$95.8K | Cut−$332.4K |
| Vanguard Index Fds | — | 35.7K | $11.5M | 5.0% | −$516.5K | Cut−$655.3K |
| Spdr Series Trust | — | 128.8K | $10.2M | 4.5% | −$442.8K | Added−$434K |
| Schwab Strategic Tr | — | 310.3K | $9.82M | 4.3% | $525.1K | Added$1.32M |
| Spdr S&P 500 Etf Tr | — | 13K | $8.42M | 3.7% | −$408.8K | Cut−$943.4K |
| Hartford Fds Exchange Traded | — | 246.2K | $8.31M | 3.6% | −$100.9K | Cut−$217.9K |
| Pgim Etf Tr | — | 117.7K | $5.83M | 2.5% | −$10.1K | Added$285.1K |
| Ishares Inc | — | 48.4K | $5.79M | 2.5% | $36.8K | Cut−$409.9K |
| Schwab Strategic Tr | — | 172.9K | $5.31M | 2.3% | $469K | Added$1.35M |
| Schwab Us Tips Etf | — | 193.5K | $5.15M | 2.3% | $23.2K | Cut−$41.5K |
| Ishares Tr | — | 99.7K | $5.05M | 2.2% | $3.82K | Added$244.6K |
| Ishares Tr | — | 153.8K | $3.73M | 1.6% | $1.55K | Cut−$34.6K |
| Spdr Series Trust | — | 120.2K | $3.61M | 1.6% | −$15.6K | Cut−$55.2K |
| Ishares U S Etf Tr | — | 69.6K | $3.54M | 1.5% | −$12.5K | Added$1.12M |
| Vanguard Mun Bd Fds | — | 45.3K | $3.45M | 1.5% | — | New |
| Vaneck Etf Trust | — | 33.8K | $3.27M | 1.4% | −$231.5K | Added−$224.2K |
| Nvidia Corp | NVDA | 18.1K | $3.16M | 1.4% | −$188.9K | Added$253.4K |
| Cboe Global Mkts Inc | — | 10.4K | $2.92M | 1.3% | $310.9K | Added$320.1K |
| Amazon Com Inc | AMZN | 13.9K | $2.9M | 1.3% | −$302.9K | Added−$195.6K |
| Putnam Etf Trust | — | 287.6K | $2.85M | 1.2% | — | New |
| Jpmorgan Chase & Co. | — | 9.2K | $2.71M | 1.2% | −$252K | Added−$188.8K |
| Vanguard Scottsdale Fds | — | 43.7K | $2.6M | 1.1% | −$16.6K | Cut−$50.9K |
| Microsoft Corp | MSFT | 6.81K | $2.52M | 1.1% | −$734.8K | Added−$612.3K |
| Spdr Index Shs Fds | — | 43.8K | $2M | 0.9% | $54.3K | Cut$47K |
| Vanguard Specialized Funds | — | 9.22K | $1.98M | 0.9% | −$43.6K | Cut−$94.6K |
| Fidelity Merrimack Str Tr | — | 39.5K | $1.8M | 0.8% | −$16.5K | Cut−$53.9K |
| Ishares Tr | — | 32.2K | $1.74M | 0.8% | $25.7K | Added$34.5K |
| Vanguard Star Fds | — | 21.3K | $1.64M | 0.7% | $35.5K | Cut$34.5K |
| Johnson & Johnson | JNJ | 5.83K | $1.43M | 0.6% | $212.4K | Added$253.9K |
| Spdr Index Shs Fds | — | 30.3K | $1.42M | 0.6% | $3.02K | Added$5.04K |
| J P Morgan Exchange Traded F | — | 28K | $1.41M | 0.6% | $570 | Added$5.28K |
| Exxon Mobil Corp | — | 8.28K | $1.41M | 0.6% | $408.5K | Cut$224.5K |
| J P Morgan Exchange Traded F | — | 25.8K | $1.35M | 0.6% | — | New |
| Walmart Inc. | WMT | 10.5K | $1.31M | 0.6% | $53.2K | Added$846.2K |
| Meta Platforms, Inc. | META | 2.07K | $1.18M | 0.5% | −$114.7K | Added$324K |
| Alphabet Inc | — | 4.01K | $1.15M | 0.5% | −$81.9K | Added$145.6K |
| Occidental Pete Corp | — | 16.7K | $1.09M | 0.5% | $399.2K | Cut$326.9K |
| J P Morgan Exchange Traded F | — | 17.5K | $1.08M | 0.5% | −$31.7K | Added−$93 |
| Invesco Qqq Tr | — | 1.81K | $1.04M | 0.5% | −$66.9K | Cut−$89K |
| Ishares Tr | — | 11.2K | $1.04M | 0.5% | −$16K | Cut−$317.6K |
| Ciena Corp | CIEN | 2.62K | $1.02M | 0.4% | — | New |
| Crowdstrike Hldgs Inc | — | 2.49K | $971.3K | 0.4% | −$149.7K | Added$75.5K |
| Tjx Cos Inc New | — | 5.91K | $943.2K | 0.4% | — | New |
| Autodesk, Inc. | ADSK | 3.85K | $921.2K | 0.4% | — | New |
| EXPAND ENERGY Corp | EXE | 8.31K | $911.9K | 0.4% | −$4.82K | Cut−$36.2K |
| Procter And Gamble Co | PG | 6.22K | $898.7K | 0.4% | $7.05K | Cut$5.33K |
| Philip Morris Intl Inc | — | 5.28K | $873.4K | 0.4% | — | New |
| Firstenergy Corp | FE | 17K | $859.3K | 0.4% | — | New |
| Kraft Heinz Co | KHC | 37K | $831.9K | 0.4% | −$56.2K | Added$57.8K |
| Ishares Tr | — | 17.7K | $816.8K | 0.4% | $13.6K | Added$23.6K |
| Spdr Index Shs Fds | — | 20.4K | $805.9K | 0.4% | — | New |
| Erie Indty Co | — | 3.12K | $784.8K | 0.3% | −$80K | Added$136.2K |
| Berkshire Hathaway Inc Del | — | 1.64K | $783.5K | 0.3% | −$36.5K | Added$1.87K |
| Pimco Etf Tr | — | 15.2K | $774.1K | 0.3% | −$10.9K | Cut−$374.7K |
| Franklin Templeton Etf Tr | — | 19.3K | $768.5K | 0.3% | — | New |
| The Campbells Company | — | 33.7K | $749.6K | 0.3% | −$146.5K | Added$20.4K |
| Tesla, Inc. | TSLA | 1.97K | $730.9K | 0.3% | −$138.2K | Added−$66.5K |
| Conocophillips | COP | 5.49K | $724.3K | 0.3% | $210.7K | Cut−$74.1K |
| Dollar Gen Corp New | — | 6.01K | $713.1K | 0.3% | −$84.3K | Cut−$296.2K |
| Constellation Brands, Inc. | STZ | 4.71K | $706.6K | 0.3% | $25.2K | Added$418.3K |
| AbbVie Inc. | ABBV | 3.08K | $670.8K | 0.3% | −$33.8K | Cut−$91.7K |
| Cardinal Health Inc | CAH | 3.17K | $670.3K | 0.3% | — | New |
| Vanguard Index Fds | — | 3.23K | $634.1K | 0.3% | $16.8K | Held |
| Vanguard Admiral Fds Inc | — | 5.54K | $633.5K | 0.3% | $13.9K | Added$14.9K |
| Ishares Tr | — | 3.96K | $600.3K | 0.3% | $40.5K | Added$44.2K |
| Woodward, Inc. | WWD | 1.66K | $592.7K | 0.3% | $92.1K | Held |
| Schwab Strategic Tr | — | 23.4K | $588.4K | 0.3% | −$26.5K | Cut−$29.1K |
| Alphabet Inc | — | 1.96K | $561.3K | 0.2% | −$49.5K | Added−$15.1K |
| Intel Corp | INTC | 12.7K | $559.3K | 0.2% | $91.6K | Cut$65.9K |
| Invesco Exch Trd Slf Idx Fd | — | 22.5K | $521.6K | 0.2% | −$3.71K | Cut−$223.1K |
| Ishares Tr | — | 1.22K | $521.5K | 0.2% | −$57.4K | Cut−$65.9K |
| Ishares Bitcoin Trust Etf | IBIT | 13.6K | $521K | 0.2% | −$152.3K | Cut−$202K |
| Vaneck Bitcoin Etf | HODL | 24.7K | $472.9K | 0.2% | −$129.6K | Added−$102.4K |
| Micron Technology Inc | MU | 1.25K | $422K | 0.2% | — | New |
| Wisdomtree Tr | — | 4.73K | $415.1K | 0.2% | −$7.51K | Cut−$43.7K |
| Ishares Tr | — | 3.11K | $399K | 0.2% | −$27.5K | Cut−$37.6K |
| Broadcom Inc. | AVGO | 1.27K | $394.7K | 0.2% | −$22.6K | Added$180.5K |
| Ishares Inc | — | 5.74K | $371.6K | 0.2% | $3.96K | Cut−$168.9K |
| At&T Inc | — | 12.7K | $369.3K | 0.2% | $52.9K | Cut−$591.5K |
| Vanguard Mun Bd Fds | — | 7.35K | $366.9K | 0.2% | −$2.89K | Added−$841 |
| Diamondback Energy, Inc. | FANG | 1.81K | $358.2K | 0.2% | $85.9K | Cut−$261.5K |
| Spdr Gold Tr | — | 813 | $349.8K | 0.2% | $24.2K | Added$67.3K |
| Vanguard Growth Etf | — | 797 | $347.9K | 0.2% | −$40.7K | Held |
| Ishares 0-3 Month | — | 3.46K | $347.8K | 0.2% | — | New |
| Blackstone Inc. | BX | 2.98K | $342.9K | 0.1% | −$116.7K | Added−$116.3K |
| Vanguard Whitehall Fds | — | 3.48K | $328.3K | 0.1% | $14.7K | Added$16.2K |
| Schwab Strategic Tr | — | 13.1K | $323.9K | 0.1% | $9.29K | Held |
| Dow Inc. | DOW | 7.59K | $316.2K | 0.1% | $138.7K | Cut$87.6K |
| Palantir Technologies Inc. | PLTR | 2.14K | $312.7K | 0.1% | −$67.3K | Cut−$102.8K |
| Invesco Exch Traded Fd Tr Ii | — | 5.56K | $312.6K | 0.1% | $2.72K | Added$93.5K |
| Ford Mtr Co | — | 26.9K | $310.4K | 0.1% | — | New |
| Ishares Tr | — | 13.2K | $303.5K | 0.1% | −$1.52K | Cut−$5.76K |
| Chevron Corp New | CVX | 1.47K | $303.5K | 0.1% | $79.9K | Cut$60.7K |
| Lyondellbasell Industries N | — | 3.73K | $300.5K | 0.1% | — | New |
| Pimco Etf Tr | — | 5.51K | $298K | 0.1% | $2.49K | Added$2.98K |
| Visa Inc. | V | 984 | $297.4K | 0.1% | −$44K | Added−$21K |
| Ishares Tr | — | 2.39K | $296.9K | 0.1% | $9.86K | Held |
| Direxion Shs Etf Tr | — | 8.65K | $290.2K | 0.1% | $34.5K | Cut−$91.9K |
| Cf Inds Hldgs Inc | — | 2.22K | $288.4K | 0.1% | — | New |
| APA Corp | APA | 6.79K | $288.1K | 0.1% | $122.1K | Cut$38.7K |
| Coca Cola Co | KO | 3.77K | $286.3K | 0.1% | $23.1K | Cut$20.4K |
| Regency Ctrs Corp | — | 3.77K | $285.6K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 884 | $274.9K | 0.1% | $4.58K | Added$5.83K |
| Ishares Tr | — | 7.45K | $274.6K | 0.1% | −$4.14K | Held |
| Vanguard Scottsdale Fds | — | 3.29K | $271.8K | 0.1% | −$3.28K | Cut−$10.3K |
| Archer-Daniels-Midland Co | ADM | 3.72K | $270.5K | 0.1% | $56.6K | Cut$14.2K |
| Caterpillar Inc | CAT | 378 | $267.8K | 0.1% | — | New |
| Home Depot, Inc. | HD | 804 | $264.3K | 0.1% | −$11.2K | Added$11.5K |
| Advisorshares Tr | — | 4K | $259K | 0.1% | −$15.9K | Held |
| World Gold Tr | — | 2.77K | $257K | 0.1% | $20.3K | Cut−$68.3K |
| American Express Co | AXP | 837 | $253.3K | 0.1% | −$54.5K | Added−$45.1K |
| Abbott Labs | ABT | 2.4K | $246.6K | 0.1% | −$54.4K | Cut−$59.4K |
| Taiwan Semiconductor Mfg Ltd | — | 727 | $245.7K | 0.1% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 1.03K | $244.7K | 0.1% | −$15.7K | Cut−$86K |
| Etfs Gold Tr | — | 5.46K | $243.5K | 0.1% | $19.3K | Cut−$71.5K |
| Datadog, Inc. | DDOG | 2.06K | $243.3K | 0.1% | −$32.7K | Added−$4.61K |
| Ishares Silver Tr | — | 3.43K | $234K | 0.1% | — | New |
| Edison Intl | — | 3.17K | $231.7K | 0.1% | $41.7K | Cut−$13K |
| International Business Machs | — | 950 | $230.3K | 0.1% | −$50.4K | Added−$47.7K |
| Ishares Tr | — | 2.35K | $227.8K | 0.1% | $2.58K | Cut−$9.81K |
| Kinder Morgan Inc Del | — | 6.78K | $227.3K | 0.1% | — | New |
| Price T Rowe Group Inc | TROW | 2.5K | $225.1K | 0.1% | −$25K | Added$15.9K |
| Ishares Tr | — | 3.79K | $224.2K | 0.1% | $8.41K | Added$9.18K |
| Realty Income Corp | O | 3.66K | $224K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 3.69K | $223.9K | 0.1% | — | New |
| Franklin Resources Inc | BEN | 9.46K | $223.5K | 0.1% | — | New |
| Equity Residential | EQR | 3.74K | $221.5K | 0.1% | — | New |
| Spdr Index Shs Fds | — | 2.36K | $220.4K | 0.1% | — | New |
| Kimco Rlty Corp | — | 9.62K | $216.1K | 0.1% | — | New |
| UDR, Inc. | UDR | 6.34K | $214.3K | 0.1% | −$18.4K | Cut−$23.4K |
| Huntington Ingalls Inds Inc | — | 564 | $214.3K | 0.1% | — | New |
| Lamb Weston Hldgs Inc | — | 5.04K | $212.8K | 0.1% | — | New |
| Invitation Homes Inc. | INVH | 8.56K | $212.8K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 1.76K | $211.3K | 0.1% | — | New |
| Prologis Inc. | — | 1.59K | $210.8K | 0.1% | — | New |
| Mid-Amer Apt Cmntys Inc | — | 1.69K | $206.4K | 0.1% | −$26K | Added−$8.52K |
| Texas Pacific Land Corporati | — | 427 | $202.6K | 0.1% | $80K | Cut$1.87K |
| Healthpeak Properties, Inc. | DOC | 12.3K | $201.9K | 0.1% | — | New |
| Morgan Stanley | — | 1.23K | $201.7K | 0.1% | −$14.8K | Added$56 |
| Allegion plc | ALLE | 1.38K | $200.1K | 0.1% | — | New |
| Dnp Select Income Fd Inc | — | 18.1K | $186.8K | 0.1% | $5.51K | Added$9.04K |
| Ambev Sa | — | 17.9K | $52.2K | 0.0% | — | New |
| Hyperscale Data Inc | — | 15K | $2.26K | 0.0% | −$498 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.