What IRON Financial LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1595509 · Filed Jul 22, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
AAPLApple Inc. | 67.6K | +6.4% | $19.6M | 8.1% |
ISHARES TRCORE 1 5 YR USD | 329.7K | −0.3% | $15.9M | 6.6% |
| 58.3K |
| −0.0% |
| $12.9M |
| 5.3% |
VANGUARD INDEX FDSTOTAL STK MKT | 33.5K | −6.1% | $12.4M | 5.1% |
SPDR SERIES TRUSTST STR PR SP1500 | 127.2K | New | $11.5M | 4.8% |
SCHWAB STRATEGIC TRINTERNL DIVID | 317.9K | +2.4% | $10.1M | 4.2% |
SPYSPDR S&P 500 ETF Trust | 12.2K | −5.9% | $9.1M | 3.8% |
HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF | 194.1K | −21.2% | $6.5M | 2.7% |
PGIM ETF TRPGIM ULTRA SH BD | 126.8K | +7.7% | $6.3M | 2.6% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 184.2K | +6.5% | $5.8M | 2.4% |
ISHARES INCMSCI GBL MIN VOL | 48.1K | −0.7% | $5.8M | 2.4% |
ISHARES TRULTRA SHORT DUR | 101K | +1.4% | $5.1M | 2.1% |
VANGUARD MUN BD FDSSHORT TAX EXEMPT | 65.8K | +45.5% | $5M | 2.1% |
PUTNAM ETF TRUSTFRANKLIN SHT TRM | 444.9K | +54.7% | $4.4M | 1.8% |
SCHWAB STRATEGIC TRUS TIPS ETF | 155.1K | −19.9% | $4.1M | 1.7% |
AMZNAmazon Com Inc | 15.7K | +12.5% | $3.7M | 1.5% |
ISHARES U S ETF TRSHOR DURA BD ETF | 73.8K | New | $3.7M | 1.5% |
NVDANVIDIA Corp | 18.3K | +1.1% | $3.7M | 1.5% |
ISHARES TRIBONDS DEC2026 | 149.3K | −2.9% | $3.6M | 1.5% |
SPDR SERIES TRUSTST SHOR CORP ETF | 119.5K | New | $3.6M | 1.5% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 33K | −2.3% | $3.4M | 1.4% |
JPMJPMorgan Chase & Co | 9.1K | −0.7% | $3M | 1.2% |
CBOECboe Global Markets, Inc. | 10.4K | +0.2% | $2.5M | 1% |
MSFTMicrosoft Corp | 6.4K | −6.1% | $2.4M | 1% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 40K | −8.5% | $2.4M | 1% |
SPDR INDEX SHS FDSST STR PO EX ETF | 43.3K | New | $2.2M | 0.9% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 9K | −2.7% | $2.1M | 0.9% |
CRWDCrowdStrike Holdings, Inc. | 2.6K | +4.1% | $2M | 0.8% |
ISHARES TRCORE DIVID ETF | 30.5K | −5.5% | $1.9M | 0.8% |
VANGUARD STAR FDSVG TL INTL STK F | 21.3K | +0.2% | $1.8M | 0.8% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 39.2K | −0.6% | $1.8M | 0.7% |
INTCIntel Corp | 12.4K | −2.5% | $1.7M | 0.7% |
SPDR INDEX SHS FDSST PORT MARK ETF | 30.3K | New | $1.6M | 0.6% |
JNJJohnson & Johnson | 5.9K | +1.1% | $1.5M | 0.6% |
GOOGLAlphabet Inc. | 4K | +0.7% | $1.4M | 0.6% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 28.2K | +0.7% | $1.4M | 0.6% |
MUMicron Technology Inc | 1.2K | −1.3% | $1.4M | 0.6% |
CIENCiena Corp | 2.8K | +7.6% | $1.4M | 0.6% |
J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR | 26.2K | +1.4% | $1.4M | 0.6% |
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | 17.5K | −0.0% | $1.3M | 0.5% |
WMTWalmart Inc. | 10.9K | +3.5% | $1.2M | 0.5% |
PMPhilip Morris International Inc. | 6.7K | +26.4% | $1.2M | 0.5% |
METAMeta Platforms, Inc. | 2.1K | +2.9% | $1.2M | 0.5% |
EXXON MOBIL CORPCOM | 8.7K | +4.9% | $1.2M | 0.5% |
ISHARES TRMSCI USA MIN ETF | 11.2K | New | $1.1M | 0.4% |
TJXTJX Companies Inc | 6.3K | +6.3% | $951.3K | 0.4% |
KHCKraft Heinz Co | 39.4K | +6.5% | $930.2K | 0.4% |
PGPROCTER & GAMBLE Co | 6.2K | −0.9% | $904.4K | 0.4% |
FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL | 20.7K | +7.1% | $883.5K | 0.4% |
ISHARES TRMSCI INTL QUALTY | 17.7K | −0.1% | $874.8K | 0.4% |
OXYOccidental Petroleum Corp | 17.8K | +6.8% | $866.7K | 0.4% |
FEFirstenergy Corp | 18.2K | +7.4% | $865.7K | 0.4% |
SPDR INDEX SHS FDSST MAR DIVID ETF | 20.7K | New | $846.6K | 0.3% |
CAHCardinal Health Inc | 3.5K | +10.4% | $831.9K | 0.3% |
TSLATesla, Inc. | 2K | +0.5% | $830.7K | 0.3% |
ERIEErie Indemnity Co | 3.4K | +9.3% | $818.7K | 0.3% |
EXEEXPAND ENERGY Corp | 9K | +7.8% | $816.9K | 0.3% |
QQQInvesco QQQ Trust, Series 1 | 1.1K | −39.6% | $804K | 0.3% |
ADSKAutodesk, Inc. | 4.1K | +7.5% | $803.9K | 0.3% |
CPBCAMPBELL'S Co | 35.9K | +6.7% | $799.7K | 0.3% |
VANGUARD INDEX FDSVALUE ETF | 3.4K | +6.1% | $747.1K | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.5K | −9.6% | $739.6K | 0.3% |
DGDollar General Corp | 6.4K | +6.5% | $736K | 0.3% |
ABBVAbbVie Inc. | 2.9K | −6.1% | $728.8K | 0.3% |
VANGUARD ADMIRAL FDS INCMIDCP 400 IDX | 5.5K | +0.1% | $723.5K | 0.3% |
WWDWoodward, Inc. | 1.7K | ±0% | $704.5K | 0.3% |
STZConstellation Brands, Inc. | 5K | +7.0% | $701.2K | 0.3% |
GOOGAlphabet Inc. | 2K | ±0% | $691.6K | 0.3% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 23.4K | −0.1% | $678.3K | 0.3% |
PIMCO ETF TR15+ YR US TIPS | 13.2K | −12.7% | $670.7K | 0.3% |
COPConocoPhillips | 5.8K | +6.2% | $605.7K | 0.3% |
ISHARES TRRUS 1000 GRW ETF | 4.8K | +288.4% | $589.8K | 0.2% |
DDOGDatadog, Inc. | 2.2K | +6.1% | $569.1K | 0.2% |
ISHARES TRSELECT DIVID ETF | 3.6K | −10.1% | $557.1K | 0.2% |
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 26 | 22.2K | −1.3% | $510.1K | 0.2% |
IBITiShares Bitcoin Trust ETF | 13.5K | −0.7% | $448.3K | 0.2% |
ISHARES TRRUS MD CP GR ETF | 3.1K | −2.0% | $447K | 0.2% |
ISHARES INCMSCI EMERG MRKT | 5.7K | −0.8% | $428.6K | 0.2% |
HODLVanEck Bitcoin ETF | 25.5K | +3.3% | $423.6K | 0.2% |
VANGUARD INDEX FDSGROWTH ETF | 4.8K | +499.6% | $411.6K | 0.2% |
GEGeneral Electric Co | 1.1K | New | $406.6K | 0.2% |
CATCaterpillar Inc | 380 | +0.5% | $404.7K | 0.2% |
WISDOMTREE TRUS QTLY DIV GRT | 4.1K | −13.9% | $389.3K | 0.2% |
FFord Motor Co | 27.9K | +3.9% | $388.3K | 0.2% |
AVGOBroadcom Inc. | 1K | −21.3% | $378.9K | 0.2% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 7.4K | +0.8% | $375.1K | 0.2% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 764 | +5.1% | $364.9K | 0.2% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 13.1K | +0.0% | $362.5K | 0.1% |
ISHARES TRCORE S&P SCP ETF | 2.4K | ±0% | $354.2K | 0.1% |
IBMInternational Business Machines Corp | 1.3K | +32.4% | $353.7K | 0.1% |
BXBlackstone Inc. | 3K | +0.4% | $352.2K | 0.1% |
VVisa Inc. | 1K | +3.9% | $350.6K | 0.1% |
ISHARES TR0-3 MTH TREASURY | 3.5K | New | $347.8K | 0.1% |
FANGDiamondback Energy, Inc. | 2K | +7.7% | $342.8K | 0.1% |
VANGUARD WHITEHALL FDSINTL HIGH ETF | 3.5K | −0.8% | $339.3K | 0.1% |
BENFranklin Templeton Inc | 10.1K | +6.8% | $336.3K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | 16.7K | New | $327.5K | 0.1% |
REGRegency Centers Corp | 4K | +7.3% | $322.9K | 0.1% |
LLYELI LILLY & Co | 265 | New | $317.3K | 0.1% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 1K | +1.6% | $316.9K | 0.1% |
INVESCO EXCH TRADED FD TR IIINTL BUYBACK | 5.5K | −0.8% | $310.4K | 0.1% |
KOCoca Cola Co | 3.8K | +0.2% | $306.4K | 0.1% |
ADMArcher-Daniels-Midland Co | 4K | +6.8% | $303.5K | 0.1% |
DOCHealthpeak Properties, Inc. | 14.1K | +15.1% | $302.6K | 0.1% |
TROWPrice T Rowe Group Inc | 2.7K | +6.5% | $302.3K | 0.1% |
GLDSPDR Gold Trust | 813 | ±0% | $299.5K | 0.1% |
PIMCO ETF TR1-5 US TIP IDX | 5.6K | +1.9% | $299.3K | 0.1% |
GEVGE Vernova Inc. | 252 | New | $296.1K | 0.1% |
AMDAdvanced Micro Devices Inc | 507 | New | $294.5K | 0.1% |
DIREXION SHARES ETF TRUSTAUSPCE CMD STG | 8.7K | +0.4% | $283K | 0.1% |
AXPAmerican Express Co | 836 | −0.1% | $282.9K | 0.1% |
QCOMQualcomm Inc | 1.5K | New | $282K | 0.1% |
INVHInvitation Homes Inc. | 9.2K | +7.0% | $276.7K | 0.1% |
MCDMcDonald's Corp | 1K | +15.7% | $276.5K | 0.1% |
ISHARES TRBROAD USD HIGH | 7.5K | ±0% | $275.9K | 0.1% |
ISHARES TRUS TREAS BD ETF | 12.1K | −8.7% | $275.6K | 0.1% |
ADVISORSHARES TRADVISORSHS ETF | 4K | ±0% | $272.8K | 0.1% |
EQRVivmark Residential | 4K | +7.1% | $272.3K | 0.1% |
UDRUDR, Inc. | 6.8K | +6.5% | $269.6K | 0.1% |
CSCOCisco Systems, Inc. | 2.2K | New | $263.5K | 0.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 3.2K | −3.7% | $261.3K | 0.1% |
CFCF Industries Holdings, Inc. | 2.4K | +8.4% | $260.7K | 0.1% |
KIMKimco Realty Corp | 10.3K | +6.6% | $260K | 0.1% |
TAT&T Inc. | 12.5K | −2.0% | $258.3K | 0.1% |
MSMorgan Stanley | 1.2K | +0.7% | $258.3K | 0.1% |
HDHome Depot, Inc. | 729 | −9.3% | $257K | 0.1% |
CVXChevron Corp | 1.5K | +4.3% | $253.6K | 0.1% |
ISHARES TRCRE U S REIT ETF | 3.8K | +0.6% | $253.1K | 0.1% |
EIXEdison International | 3.4K | +6.3% | $250.7K | 0.1% |
MAAMid America Apartment Communities Inc. | 1.8K | +6.5% | $250.2K | 0.1% |
ORealty Income Corp | 3.9K | +7.5% | $243.8K | 0.1% |
EXRExtra Space Storage Inc. | 1.6K | New | $237.9K | 0.1% |
MRKMerck & Co., Inc. | 1.8K | +5.2% | $237.4K | 0.1% |
APAAPA Corp | 7.3K | +7.2% | $237.1K | 0.1% |
PLTRPalantir Technologies Inc. | 2K | −5.7% | $235.3K | 0.1% |
KMIKinder Morgan, Inc. | 7.3K | +8.0% | $234.1K | 0.1% |
LWLamb Weston Holdings, Inc. | 5.4K | +7.5% | $233.8K | 0.1% |
ISHARES TRMSCI EAFE ETF | 2.2K | −4.5% | $232.6K | 0.1% |
PLDPrologis, Inc. | 1.7K | +7.5% | $232.2K | 0.1% |
SPDR INDEX SHS FDSST STR MSCI EAFE | 2.4K | New | $229.7K | 0.1% |
BMYBristol Myers Squibb Co | 3.9K | +7.0% | $227.6K | 0.1% |
DOWDOW Inc. | 8.2K | +7.9% | $224.1K | 0.1% |
LYBLyondellBasell Industries N.V. | 4.2K | +12.9% | $221.8K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 882 | New | $214.4K | 0.1% |
ALLEAllegion plc | 1.5K | +8.3% | $209.5K | 0.1% |
MRVLMarvell Technology, Inc. | 692 | New | $206K | 0.1% |
ABTAbbott Laboratories | 2.2K | −7.2% | $202.4K | 0.1% |
TPLTexas Pacific Land Corp | 458 | +7.3% | $200.4K | 0.1% |
DNPDNP Select Income Fund Inc | 18.5K | +1.8% | $199.3K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULETSHS 2029 | 10.7K | New | $198.9K | 0.1% |
GPUSHyperscale Data, Inc. | 15K | ±0% | $2.1K | 0.1% |
