13F-HR filed by IRON Financial LLC
IRON Financial LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 151 holding rows worth $242,301,224.
- Accession
- 0001595509-26-000005
- Filer
- CIK 1595509
- Filed
- 2026-07-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 226 entries on the cover page, a total value of $242,301,224 stated on the cover page (in dollars after the unit check, H1), rows summing to $242,301,224 with VALUE read as dollars as filed, 13F file number 028-15674. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerVanguard Personalized Indexing 028-20247
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 67,591 | $19,558,028 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 329,734 | $15,909,659 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 58,300 | $12,874,289 | dollars as filed | |
| VTI | 922908769 | COM | 33,543 | $12,412,126 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 127,201 | $11,548,607 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524672 | INTERNL DIVID | 317,888 | $10,086,595 | dollars as filed | |
| SPY | 78462F103 | SHS | 12,191 | $9,104,095 | dollars as filed | |
| HARTFORD FDS EXCHANGE TRADED | 41653L305 | TOTAL RTRN ETF | 194,088 | $6,547,550 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 126,759 | $6,280,885 | dollars as filed | |
| SCHD | 808524797 | COM | 184,175 | $5,840,177 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 48,127 | $5,786,339 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 101,049 | $5,111,038 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907696 | SHORT TAX EXEMPT | 65,840 | $5,045,344 | dollars as filed | |
| PUTNAM ETF TRUST | 746729730 | FRANKLIN SHT TRM | 444,917 | $4,424,697 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 155,075 | $4,109,490 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,694 | $3,740,509 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 73,824 | $3,739,940 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,347 | $3,671,030 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 149,310 | $3,617,780 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 119,506 | $3,586,384 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 33,041 | $3,434,974 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,134 | $2,989,712 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 10,401 | $2,523,951 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,390 | $2,383,766 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 39,954 | $2,356,495 | dollars as filed | |
| SPDW | 78463X889 | COM | 43,264 | $2,180,090 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 8,966 | $2,121,507 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,590 | $1,976,534 | dollars as filed | |
| ISHARES TR | 46435U861 | CORE DIVID ETF | 30,477 | $1,877,360 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 21,312 | $1,821,987 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 39,223 | $1,784,275 | dollars as filed | |
| Intel Corp | 458140100 | COM | 12,360 | $1,725,827 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 30,336 | $1,570,799 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,901 | $1,498,696 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,039 | $1,443,539 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 28,158 | $1,423,947 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,233 | $1,423,240 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 2,816 | $1,381,418 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 26,202 | $1,367,467 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 17,534 | $1,267,337 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 10,888 | $1,233,144 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 6,678 | $1,208,081 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,127 | $1,197,954 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,687 | $1,187,695 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 11,249 | $1,085,040 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 6,279 | $951,338 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 39,381 | $930,180 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,167 | $904,379 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P108 | INTL COR DIV TIL | 20,681 | $883,488 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 17,656 | $874,835 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 17,845 | $866,732 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 18,210 | $865,704 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X533 | ST MAR DIVID ETF | 20,670 | $846,578 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 3,502 | $831,936 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,975 | $830,685 | dollars as filed | |
| ERIE INDTY CO CL A | 29530P102 | Stock | 3,415 | $818,747 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 8,958 | $816,881 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,092 | $804,007 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 4,135 | $803,927 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 35,909 | $799,694 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 3,428 | $747,065 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,478 | $739,577 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 6,394 | $736,014 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,896 | $728,819 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 5,548 | $723,511 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 1,656 | $704,529 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 5,041 | $701,154 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,957 | $691,590 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 23,421 | $678,267 | dollars as filed | |
| PIMCO 15 YEAR US TIPS INDEX F | 72201R304 | 15+ YR US TIPS | 13,241 | $670,681 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 5,826 | $605,705 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,750 | $589,808 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,186 | $569,148 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,564 | $557,053 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 22,222 | $510,096 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 13,466 | $448,284 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,053 | $446,990 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 5,694 | $428,642 | dollars as filed | |
| VanEck Bitcoin Trust | 92189K105 | SHS | 25,505 | $423,639 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,779 | $411,623 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,088 | $406,566 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 380 | $404,663 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 4,071 | $389,270 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 27,937 | $388,325 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,003 | $378,884 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 7,416 | $375,120 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 764 | $364,865 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 13,086 | $362,479 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,388 | $354,165 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,258 | $353,660 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,993 | $352,199 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,022 | $350,649 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,455 | $347,815 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 1,950 | $342,757 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 3,455 | $339,314 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 10,108 | $336,294 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 16,694 | $327,453 | dollars as filed | |
| REGENCY CTRS CORP COM | 758849103 | REIT | 4,049 | $322,868 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 265 | $317,328 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,046 | $316,912 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E644 | INTL BUYBACK | 5,510 | $310,353 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,771 | $306,432 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 3,973 | $303,538 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 14,139 | $302,575 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 2,659 | $302,308 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 813 | $299,493 | dollars as filed | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 5,612 | $299,348 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 252 | $296,126 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 507 | $294,523 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460E307 | AUSPCE CMD STG | 8,682 | $283,037 | dollars as filed | |
| American Express Company | 025816109 | COM | 836 | $282,895 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,526 | $282,026 | dollars as filed | |
| INVITATION HOMES INC COM | 46187W107 | REIT | 9,160 | $276,725 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,023 | $276,509 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 7,453 | $275,911 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 12,100 | $275,643 | dollars as filed | |
| ADVISORSHARES TR | 00768Y560 | ADVISORSHS ETF | 4,000 | $272,760 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 4,008 | $272,265 | dollars as filed | |
| UDR INC COM | 902653104 | REIT | 6,754 | $269,620 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,243 | $263,480 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 3,162 | $261,340 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 2,408 | $260,691 | dollars as filed | |
| KIMCO REALTY CORP COM | 49446R109 | REIT | 10,257 | $260,015 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,479 | $258,324 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,235 | $258,270 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 729 | $256,996 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,530 | $253,614 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 3,809 | $253,110 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 3,367 | $250,674 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 1,801 | $250,166 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 3,934 | $243,752 | dollars as filed | |
| EXTRA SPACE STORAGE INC COM | 30225T102 | REIT | 1,637 | $237,857 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,847 | $237,381 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 7,279 | $237,078 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,017 | $235,325 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 7,322 | $234,085 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 5,414 | $233,777 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,239 | $232,587 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 1,714 | $232,196 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X434 | MSCI EAFE STRTGC | 2,392 | $229,701 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 3,949 | $227,552 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 8,191 | $224,114 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 4,212 | $221,763 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 882 | $214,405 | dollars as filed | |
| ALLEGION PLC | G0176J109 | ORD SHS | 1,491 | $209,471 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 692 | $205,992 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,230 | $202,387 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 458 | $200,440 | dollars as filed | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 18,468 | $199,274 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 10,709 | $198,920 | dollars as filed | |
| HYPERSCALE DATA INC COM SHS | 09175M804 | Stock | 15,000 | $2,111 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595509-26-000005 | this filing | 2026-07-22 | acceptance time not in the bulk data set |