Fund Holdings — IRON Financial LLC

Total Portfolio Value
$228.84M
Total Bought
$30.90M
Total Sold
$18.03M
Net Transaction
+$12.87M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD MUN BD FDS045,262+45,26203,4531.51%+3,453
PUTNAM ETF TRUST0287,616+287,61602,8491.24%+2,849
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
025,834+25,83401,3480.59%+1,348
SCHWAB STRATEGIC TR144,304172,937+28,6333,9585,3062.32%+1,347
SCHWAB STRATEGIC TR285,376310,328+24,9528,5109,8254.29%+1,315
CME GROUP INC(CME)58,40658,308-9815,95017,2217.53%+1,272
ISHARES U S ETF TR
SHOR DURA BD ETF
47,30169,556+22,2552,4173,5361.55%+1,119
CIENA CORP(CIEN)02,617+2,61701,0160.44%+1,016
TJX COS INC NEW(TJX)05,906+5,90609430.41%+943
AUTODESK INC03,848+3,84809210.40%+921
PHILIP MORRIS INTL INC(PM)05,282+5,28208730.38%+873
FIRSTENERGY CORP(FE)016,963+16,96308590.38%+859
WALMART INC(WMT)4,13410,515+6,3814611,3070.57%+846
SPDR INDEX SHS FDS
ST MAR DIVID ETF
020,413+20,41308060.35%+806
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
019,305+19,30507690.34%+769
CARDINAL HEALTH INC(CAH)03,172+3,17206700.29%+670
MICRON TECHNOLOGY INC(MU)01,249+1,24904220.18%+422
CONSTELLATION BRANDS INC(STZ)2,0904,711+2,6212887070.31%+418
OCCIDENTAL PETE CORP(OXY)18,47216,715-1,7577601,0860.47%+327
META PLATFORMS INC(META)1,3002,067+7678581,1820.52%+324
CBOE GLOBAL MKTS INC(CBOE)10,34310,376+332,5962,9161.27%+320
FORD MTR CO(F)026,896+26,89603100.14%+310
LYONDELLBASELL INDUSTRIES NV
SHS - A -
03,730+3,73003000.13%+300
CF INDUSTRIES HOLD(CF)02,221+2,22102880.13%+288
REGENCY CTRS CORP(REG)03,775+3,77502860.12%+286
PGIM ETF TR
PGIM ULTRA SH BD
111,748117,711+5,9635,5425,8272.55%+285
CATERPILLAR INC(CAT)0378+37802680.12%+268
JOHNSON & JOHNSON(JNJ)5,6645,834+1701,1721,4260.62%+254
NVIDIA CORPORATION(NVDA)15,61218,148+2,5362,9123,1651.38%+253
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0727+72702460.11%+246
ISHARES TR
ULTRA SHORT DUR
94,93299,688+4,7564,8025,0462.21%+245
ISHARES SILVER TR(SLV)03,434+3,43402340.10%+234
KINDER MORGAN INC DEL(KMI)06,779+6,77902270.10%+227
EXXON MOBIL CORP9,8128,283-1,5291,1811,4050.61%+225
REALTY INCOME CORP(O)03,661+3,66102240.10%+224
BRISTOL-MYERS SQUIBB CO(BMY)03,691+3,69102240.10%+224
FRANKLIN RESOURCES INC(BEN)09,461+9,46102230.10%+223
EQUITY RESIDENTIAL(VMRK)03,744+3,74402210.10%+221
SPDR INDEX SHS FDS
ST STR MSCI EAFE
02,363+2,36302200.10%+220
KIMCO REALTY CORP(KIM)09,619+9,61902160.09%+216
HUNTINGTON INGALLS INDS INC(HII)0564+56402140.09%+214
LAMB WESTON HLDGS INC(LW)05,036+5,03602130.09%+213
INVITATION HOMES INC(INVH)08,564+8,56402130.09%+213
MERCK & CO INC(MRK)01,756+1,75602110.09%+211
PROLOGIS INC.(PLD)01,595+1,59502110.09%+211
HEALTHPEAK PROPERTIES INC(DOC)012,288+12,28802020.09%+202
ALLEGION PLC(ALLE)01,377+1,37702000.09%+200
BROADCOM INC(AVGO)6191,275+6562143950.17%+180
ALPHABET INC(GOOG)3,2184,009+7911,0071,1530.50%+146
ERIE INDTY CO(ERIE)2,2633,123+8606497850.34%+136
ISHARES TR3,9433,455-4882193480.15%+129
INVESCO EXCH TRADED FD TR II3,9435,556+1,6132193130.14%+93
WOODWARD INC(WWD)1,6561,65605015930.26%+92
DOW HLDGS INC(DOW)9,7777,592-2,1852293160.14%+88
CROWDSTRIKE HLDGS INC(CRWD)1,9112,488+5778969710.42%+76
DIREXION SHARES ETF TRUST3,9438,646+4,7032192900.13%+71
SPDR GOLD TR(GLD)713813+1002833500.15%+67
INTEL CORP(INTC)13,37112,673-6984935590.24%+66
CHEVRON CORPORATION(CVX)1,5931,467-1262433040.13%+61
KRAFT HEINZ CO(KHC)31,91836,988+5,0707748320.36%+58
AMBEV SA(ABEV)017,862+17,8620520.02%+52
SPDR INDEX SHS FDS
ST STR PO EX ETF
43,97243,807-1651,9532,0000.87%+47
ISHARES TR3,9403,964+245566000.26%+44
APA CORPORATION(APA)10,1996,789-3,4102492880.13%+39
VANGUARD STAR FDS21,28421,271-131,6061,6400.72%+35
ISHARES TR
CORE DIVID ETF
32,08632,249+1631,7051,7400.76%+34
ISHARES TR
MSCI INTL QUALTY
17,45317,668+2157938170.36%+24
COCA COLA CO(KO)3,8043,765-392662860.13%+20
THE CAMPBELLS COMPANY(CPB)26,16733,661+7,4947297500.33%+20
VANGUARD INDEX FDS3,2323,23206176340.28%+17
VANGUARD WHITEHALL FDS3,4683,484+163123280.14%+16
PRICE T ROWE GROUP INC(TROW)2,0432,497+4542092250.10%+16
VANGUARD ADMIRAL FDS INC5,5335,541+86196330.28%+15
ARCHER DANIELS MIDLAND CO4,4573,721-7362562700.12%+14
HOME DEPOT INC(HD)735804+692532640.12%+11
ISHARES TR2,3882,38802872970.13%+10
SCHWAB STRATEGIC TR13,08513,08503153240.14%+9
ISHARES TR3,7753,788+132152240.10%+9
DNP SELECT INCOME FD INC(DNP)17,79418,137+3431781870.08%+9
MCDONALDS CORP(MCD)880884+42692750.12%+6
PROCTER & GAMBLE CO(PG)6,2346,222-128938990.39%+5
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
27,86127,954+931,4091,4150.62%+5
SPDR INDEX SHS FDS
ST PORT MARK ETF
30,21730,260+431,4141,4200.62%+5
PIMCO ETF TR
1-5 US TIP IDX
5,4985,507+92952980.13%+3
TEXAS PACIFIC LAND CORPORATI(TPL)699427-2722012030.09%+2
BERKSHIRE HATHAWAY INC DEL1,5551,635+807827830.34%+2
MORGAN STANLEY(MS)1,1361,226+902022020.09%0
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
17,02317,538+5151,0761,0750.47%-0
HYPERSCALE DATA INC(GPUS)15,00015,0000320.00%-0
VANGUARD MUN BD FDS7,3137,354+413683670.16%-1
ISHARES TR
BROAD USD HIGH
7,4537,45302792750.12%-4
DATADOG INC(DDOG)1,8232,061+2382482430.11%-5
ISHARES TR
US TREAS BD ETF
13,43313,249-1843093040.13%-6
MID-AMER APT CMNTYS INC(MAA)1,5481,691+1432152060.09%-9
ISHARES TR2,4742,345-1292382280.10%-10
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,3693,285-842822720.12%-10
EDISON INTL(EIX)4,0773,166-9112452320.10%-13
ALPHABET INC(GOOG)1,8371,957+1205765610.25%-15
ADVISORSHARES TR
ADVISORSHS ETF
4,0004,00002752590.11%-16
VISA INC(V)908984+763182970.13%-21
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IRON Financial LLC — 13F Holdings — Q1 2026 | TickerTrail