Iron Financial

IRON Financial as of March 31, 2026

Portfolio Holdings for IRON Financial

IRON Financial holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cme (CME) 7.5 $17M 58k 295.35
Apple (AAPL) 7.0 $16M 64k 253.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 7.0 $16M 331k 48.46
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $12M 36k 320.81
Spdr Series Trust State Street Spd (SPTM) 4.5 $10M 129k 79.06
Schwab Strategic Tr Internl Divid (SCHY) 4.3 $9.8M 310k 31.66
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.7 $8.4M 13k 650.35
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.6 $8.3M 246k 33.74
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.5 $5.8M 118k 49.50
Ishares Msci Gbl Min Vol (ACWV) 2.5 $5.8M 48k 119.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $5.3M 173k 30.68
Schwab Strategic Tr Us Tips Etf (SCHP) 2.3 $5.1M 194k 26.61
Ishares Tr Ultra Short Dur (ICSH) 2.2 $5.0M 100k 50.62
Ishares Tr Ibonds Dec2026 (IBDR) 1.6 $3.7M 154k 24.24
Spdr Series Trust State Street Spd (SPSB) 1.6 $3.6M 120k 30.07
Ishares U S Etf Tr Short Duration B (NEAR) 1.5 $3.5M 70k 50.83
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 1.5 $3.5M 45k 76.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $3.3M 34k 96.70
NVIDIA Corporation (NVDA) 1.4 $3.2M 18k 174.40
CBOE Holdings (CBOE) 1.3 $2.9M 10k 281.06
Amazon (AMZN) 1.3 $2.9M 14k 208.27
Putnam Etf Trust Franklin Sht Trm (FTMS) 1.2 $2.8M 288k 9.90
JPMorgan Chase & Co. (JPM) 1.2 $2.7M 9.2k 294.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $2.6M 44k 59.55
Microsoft Corporation (MSFT) 1.1 $2.5M 6.8k 370.18
Spdr Index Shs Fds State Street Spd (SPDW) 0.9 $2.0M 44k 45.65
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.0M 9.2k 215.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $1.8M 40k 45.62
Ishares Tr Core Divid Etf (DIVB) 0.8 $1.7M 32k 53.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.6M 21k 77.11
Johnson & Johnson (JNJ) 0.6 $1.4M 5.8k 244.45
Spdr Index Shs Fds State Street Spd (SPEM) 0.6 $1.4M 30k 46.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $1.4M 28k 50.61
Exxon Mobil Corporation (XOM) 0.6 $1.4M 8.3k 169.66
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.6 $1.3M 26k 52.19
Wal-Mart Stores (WMT) 0.6 $1.3M 11k 124.28
Meta Platforms Cl A (META) 0.5 $1.2M 2.1k 572.14
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 4.0k 287.56
Occidental Petroleum Corporation (OXY) 0.5 $1.1M 17k 65.00
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $1.1M 18k 61.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.0M 1.8k 577.18
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.0M 11k 92.74
Ciena Corp Com New (CIEN) 0.4 $1.0M 2.6k 388.26
Crowdstrike Hldgs Cl A (CRWD) 0.4 $971k 2.5k 390.41
TJX Companies (TJX) 0.4 $943k 5.9k 159.71
Autodesk (ADSK) 0.4 $921k 3.8k 239.40
Chesapeake Energy Corp (EXE) 0.4 $912k 8.3k 109.78
Procter & Gamble Company (PG) 0.4 $899k 6.2k 144.43
Philip Morris International (PM) 0.4 $873k 5.3k 165.35
FirstEnergy (FE) 0.4 $859k 17k 50.66
Kraft Heinz (KHC) 0.4 $832k 37k 22.49
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $817k 18k 46.23
Spdr Index Shs Fds State Street Spd (EDIV) 0.4 $806k 20k 39.48
Erie Indty Cl A (ERIE) 0.3 $785k 3.1k 251.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $784k 1.6k 479.20
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.3 $774k 15k 51.03
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.3 $769k 19k 39.81
Campbell Soup Company (CPB) 0.3 $750k 34k 22.27
Tesla Motors (TSLA) 0.3 $731k 2.0k 371.75
ConocoPhillips (COP) 0.3 $724k 5.5k 132.01
Dollar General (DG) 0.3 $713k 6.0k 118.73
Constellation Brands Cl A (STZ) 0.3 $707k 4.7k 150.00
Abbvie (ABBV) 0.3 $671k 3.1k 217.51
Cardinal Health (CAH) 0.3 $670k 3.2k 211.31
Vanguard Index Fds Value Etf (VTV) 0.3 $634k 3.2k 196.20
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $634k 5.5k 114.33
Ishares Tr Select Divid Etf (DVY) 0.3 $600k 4.0k 151.43
Woodward Governor Company (WWD) 0.3 $593k 1.7k 357.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $588k 23k 25.10
Alphabet Cap Stk Cl C (GOOG) 0.2 $561k 2.0k 286.81
Intel Corporation (INTC) 0.2 $559k 13k 44.13
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.2 $522k 23k 23.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $522k 1.2k 426.40
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $521k 14k 38.42
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.2 $473k 25k 19.16
Micron Technology (MU) 0.2 $422k 1.2k 337.84
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $415k 4.7k 87.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $399k 3.1k 128.12
Broadcom (AVGO) 0.2 $395k 1.3k 309.56
Ishares Msci Emerg Mrkt (EEMV) 0.2 $372k 5.7k 64.73
At&t (T) 0.2 $369k 13k 28.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $367k 7.4k 49.89
Diamondback Energy (FANG) 0.2 $358k 1.8k 197.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $350k 813.00 430.29
Vanguard Index Fds Growth Etf (VUG) 0.2 $348k 797.00 436.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $348k 3.5k 100.66
Blackstone Group Inc Com Cl A (BX) 0.1 $343k 3.0k 114.97
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $328k 3.5k 94.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $324k 13k 24.75
Dow (DOW) 0.1 $316k 7.6k 41.65
Palantir Technologies Cl A (PLTR) 0.1 $313k 2.1k 146.28
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $313k 5.6k 56.27
Ford Motor Company (F) 0.1 $310k 27k 11.54
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $304k 13k 22.91
Chevron Corporation (CVX) 0.1 $304k 1.5k 206.90
Lyondellbasell Industries Nv Shs - A - (LYB) 0.1 $301k 3.7k 80.57
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $298k 5.5k 54.11
Visa Com Cl A (V) 0.1 $297k 984.00 302.24
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $297k 2.4k 124.31
Direxion Shares Etf Trust Auspce Cmd Stg (COM) 0.1 $290k 8.6k 33.57
CF Industries Holdings (CF) 0.1 $288k 2.2k 129.84
Apa Corporation (APA) 0.1 $288k 6.8k 42.44
Coca-Cola Company (KO) 0.1 $286k 3.8k 76.05
Regency Centers Corporation (REG) 0.1 $286k 3.8k 75.66
McDonald's Corporation (MCD) 0.1 $275k 884.00 310.97
Ishares Tr Broad Usd High (USHY) 0.1 $275k 7.5k 36.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $272k 3.3k 82.75
Archer Daniels Midland Company (ADM) 0.1 $271k 3.7k 72.69
Caterpillar (CAT) 0.1 $268k 378.00 708.46
Home Depot (HD) 0.1 $264k 804.00 328.67
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $259k 4.0k 64.76
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $257k 2.8k 92.69
American Express Company (AXP) 0.1 $253k 837.00 302.58
Abbott Laboratories (ABT) 0.1 $247k 2.4k 102.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $246k 727.00 337.95
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $245k 1.0k 237.58
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $244k 5.5k 44.62
Datadog Cl A Com (DDOG) 0.1 $243k 2.1k 118.07
Ishares Silver Tr Ishares (SLV) 0.1 $234k 3.4k 68.14
Edison International (EIX) 0.1 $232k 3.2k 73.18
International Business Machines (IBM) 0.1 $230k 950.00 242.43
Ishares Tr Msci Eafe Etf (EFA) 0.1 $228k 2.3k 97.14
Kinder Morgan (KMI) 0.1 $227k 6.8k 33.53
T. Rowe Price (TROW) 0.1 $225k 2.5k 90.15
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $224k 3.8k 59.19
Realty Income (O) 0.1 $224k 3.7k 61.18
Bristol Myers Squibb (BMY) 0.1 $224k 3.7k 60.65
Franklin Resources (BEN) 0.1 $224k 9.5k 23.62
Equity Residential Sh Ben Int (EQR) 0.1 $222k 3.7k 59.22
Spdr Index Shs Fds State Street Spd (QEFA) 0.1 $220k 2.4k 93.26
Kimco Realty Corporation (KIM) 0.1 $216k 9.6k 22.47
Udr (UDR) 0.1 $214k 6.3k 33.78
Huntington Ingalls Inds (HII) 0.1 $214k 564.00 379.90
Lamb Weston Hldgs (LW) 0.1 $213k 5.0k 42.26
Invitation Homes (INVH) 0.1 $213k 8.6k 24.85
Merck & Co (MRK) 0.1 $211k 1.8k 120.33
Prologis (PLD) 0.1 $211k 1.6k 132.18
Mid-America Apartment (MAA) 0.1 $206k 1.7k 122.09
Texas Pacific Land Corp (TPL) 0.1 $203k 427.00 474.56
Peak (DOC) 0.1 $202k 12k 16.43
Morgan Stanley Com New (MS) 0.1 $202k 1.2k 164.57
Allegion Ord Shs (ALLE) 0.1 $200k 1.4k 145.50
DNP Select Income Fund (DNP) 0.1 $187k 18k 10.30
Ambev Sa Sponsored Adr (ABEV) 0.0 $52k 18k 2.92
Hyperscale Data Com Shs (GPUS) 0.0 $2.3k 15k 0.15