IRON Financial LLC holds a diversified book of 151 stocks worth $242.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened General Electric and trimmed Ishares Core 1-5 Year Usd Bo. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1595509/holdings"
Use Arkolith to show IRON Financial LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning IRON Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as IRON Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $128.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $467.5B |
| LPL Financial LLC | 79 / 80 | $71.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $17.7B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.0B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $351.8B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $117.6B |
Ranked by how many of IRON Financial LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $19.6M | 67.6K | 8.1% | ▲+6.4% Added · +4K sh | |
| 2 | Ishares TR CORE 1 5 YR USD | $15.9M | 329.7K | 6.6% | ▼−0.3% Reduced · −838 sh | |
| 3 | Cme Group Inc COM | $12.9M | 58.3K | 5.3% | ▼~0% Reduced · −8 sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $12.4M | 33.5K | 5.1% | ▼−6.1% Reduced · −2K sh | |
| 5 | SPDR Series Trust ST STR PR SP1500 | $11.5M | 127.2K | 4.8% | ▼−1.3% Reduced · −2K sh | |
| 6 | Schwab Strategic TR INTERNL DIVID | $10.1M | 317.9K | 4.2% | ▲+2.4% Added · +8K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $9.1M | 12.2K | 3.8% | ▼−5.9% Reduced · −761 sh | |
| 8 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $6.5M | 194.1K | 2.7% | ▼−21% Reduced · −52K sh | |
| 9 | Pgim ETF TR PGIM ULTRA SH BD | $6.3M | 126.8K | 2.6% | ▲+7.7% Added · +9K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $5.8M | 184.2K | 2.4% | ▲+6.5% Added · +11K sh | |
| 11 | Ishares Inc MSCI GBL MIN VOL | $5.8M | 48.1K | 2.4% | ▼−0.7% Reduced · −320 sh | |
| 12 | Ishares TR ULTRA SHORT DUR | $5.1M | 101.0K | 2.1% | ▲+1.4% Added · +1K sh | |
| 13 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $5.0M | 65.8K | 2.1% | ▲+45% Added · +21K sh | |
| 14 | Putnam ETF Trust FRANKLIN SHT TRM | $4.4M | 444.9K | 1.8% | ▲+55% Added · +157K sh | |
| 15 | Schwab Strategic TR US TIPS ETF | $4.1M | 155.1K | 1.7% | ▼−20% Reduced · −38K sh | |
| 16 | Amazon Com Inc COM | $3.7M | 15.7K | 1.5% | ▲+13% Added · +2K sh | |
| 17 | Ishares U S ETF TR SHOR DURA BD ETF | $3.7M | 73.8K | 1.5% | ▲+6.1% Added · +4K sh | |
| 18 | Nvidia Corporation COM | $3.7M | 18.3K | 1.5% | ▲+1.1% Added · +199 sh | |
| 19 | Ishares TR IBONDS DEC2026 | $3.6M | 149.3K | 1.5% | ▼−2.9% Reduced · −5K sh | |
| 20 | SPDR Series Trust ST SHOR CORP ETF | $3.6M | 119.5K | 1.5% | ▼−0.5% Reduced · −648 sh | |
| 21 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.4M | 33.0K | 1.4% | ▼−2.3% Reduced · −780 sh | |
| 22 | JPMorgan Chase & Co COM | $3.0M | 9.1K | 1.2% | ▼−0.7% Reduced · −69 sh | |
| 23 | Cboe Global MKTS Inc COM | $2.5M | 10.4K | 1.0% | ▲+0.2% Added · +25 sh | |
| 24 | Microsoft Corp COM | $2.4M | 6.4K | 1.0% | ▼−6.1% Reduced · −416 sh | |
| 25 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.4M | 40.0K | 1.0% | ▼−8.5% Reduced · −4K sh | |
| 26 | SPDR Index SHS FDS ST STR PO EX ETF | $2.2M | 43.3K | 0.9% | ▼−1.2% Reduced · −543 sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $2.1M | 9.0K | 0.9% | ▼−2.7% Reduced · −250 sh | |
| 28 | Crowdstrike Hldgs Inc CL A | $2.0M | 2.6K | 0.8% | ▲+4.1% Added · +102 sh | |
| 29 | Ishares TR CORE DIVID ETF | $1.9M | 30.5K | 0.8% | ▼−5.5% Reduced · −2K sh | |
| 30 | Vanguard Star FDS VG TL INTL STK F | $1.8M | 21.3K | 0.8% | ▲+0.2% Added · +41 sh | |
| 31 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.8M | 39.2K | 0.7% | ▼−0.6% Reduced · −242 sh | |
| 32 | Intel Corp COM | $1.7M | 12.4K | 0.7% | ▼−2.5% Reduced · −313 sh | |
| 33 | SPDR Index SHS FDS ST PORT MARK ETF | $1.6M | 30.3K | 0.6% | ▲+0.3% Added · +76 sh | |
| 34 | Johnson & Johnson COM | $1.5M | 5.9K | 0.6% | ▲+1.1% Added · +67 sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.4M | 4.0K | 0.6% | ▲+0.7% Added · +30 sh | |
| 36 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.4M | 28.2K | 0.6% | ▲+0.7% Added · +204 sh | |
| 37 | Micron Technology Inc COM | $1.4M | 1.2K | 0.6% | ▼−1.3% Reduced · −16 sh | |
| 38 | Ciena Corp COM NEW | $1.4M | 2.8K | 0.6% | ▲+7.6% Added · +199 sh | |
| 39 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $1.4M | 26.2K | 0.6% | ▲+1.4% Added · +368 sh | |
| 40 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.3M | 17.5K | 0.5% | ▼~0% Reduced · −4 sh | |
| 41 | Walmart Inc COM | $1.2M | 10.9K | 0.5% | ▲+3.5% Added · +373 sh | |
| 42 | Philip Morris Intl Inc COM | $1.2M | 6.7K | 0.5% | ▲+26% Added · +1K sh | |
| 43 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.5% | ▲+2.9% Added · +60 sh | |
| 44 | Exxon Mobil Corp COM | $1.2M | 8.7K | 0.5% | ▲+4.9% Added · +404 sh | |
| 45 | Ishares TR MSCI USA MIN ETF | $1.1M | 11.2K | 0.4% | ▲+0.1% Added · +11 sh | |
| 46 | TJX Cos Inc New COM | $951K | 6.3K | 0.4% | ▲+6.3% Added · +373 sh | |
| 47 | Kraft Heinz Co COM | $930K | 39.4K | 0.4% | ▲+6.5% Added · +2K sh | |
| 48 | Procter & Gamble Co COM | $904K | 6.2K | 0.4% | ▼−0.9% Reduced · −55 sh | |
| 49 | Franklin Templeton ETF TR INTL COR DIV TIL | $883K | 20.7K | 0.4% | ▲+7.1% Added · +1K sh | |
| 50 | Ishares TR MSCI INTL QUALTY | $875K | 17.7K | 0.4% | ▼−0.1% Reduced · −12 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 226 | $242.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 217 | $228.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 132 | $217.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 139 | $208.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 126 | $192.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 113 | $178.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 104 | $178.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 108 | $183.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.