Arkolith/Funds/IRON Financial LLC

IRON Financial LLC

CIK 1595509
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show IRON Financial LLC's latest
holdings, largest changes, and filing provenance.
Opened
92
new positions
Added to
87
existing
Trimmed
45
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.9%
+11.0%/yr · since Oct '24
Their reported book
+19.8%
held from quarter-end
S&P 500
+29.5%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
IRON Financial LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
16%
Financials
10%
Consumer Discretionary
3%
Consumer Staples
2%
Energy
2%
Health Care
1%
Real Estate
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as IRON Financial LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA80 / 80$128.1B
OSAIC HOLDINGS, INC.80 / 80$16.3B
JPMORGAN CHASE & CO79 / 80$467.5B
LPL Financial LLC79 / 80$71.5B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$17.7B
Farther Finance Advisors, LLC79 / 80$2.0B
BANK OF AMERICA CORP /DE/78 / 80$351.8B
WELLS FARGO & COMPANY/MN78 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

151 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$19.6M67.6K
8.1%
+6.4%
Added · +4K sh
2Ishares TR
CORE 1 5 YR USD
$15.9M329.7K
6.6%
−0.3%
Reduced · −838 sh
3Cme Group Inc
COM
$12.9M58.3K
5.3%
~0%
Reduced · −8 sh
4Vanguard Index FDS
TOTAL STK MKT
$12.4M33.5K
5.1%
−6.1%
Reduced · −2K sh
5SPDR Series Trust
ST STR PR SP1500
$11.5M127.2K
4.8%
−1.3%
Reduced · −2K sh
6Schwab Strategic TR
INTERNL DIVID
$10.1M317.9K
4.2%
+2.4%
Added · +8K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$9.1M12.2K
3.8%
−5.9%
Reduced · −761 sh
8Hartford FDS Exchange Traded
TOTAL RTRN ETF
$6.5M194.1K
2.7%
−21%
Reduced · −52K sh
9Pgim ETF TR
PGIM ULTRA SH BD
$6.3M126.8K
2.6%
+7.7%
Added · +9K sh
10Schwab Strategic TR
US DIVIDEND EQ
$5.8M184.2K
2.4%
+6.5%
Added · +11K sh
11Ishares Inc
MSCI GBL MIN VOL
$5.8M48.1K
2.4%
−0.7%
Reduced · −320 sh
12Ishares TR
ULTRA SHORT DUR
$5.1M101.0K
2.1%
+1.4%
Added · +1K sh
13Vanguard Mun BD FDS
SHORT TAX EXEMPT
$5.0M65.8K
2.1%
+45%
Added · +21K sh
14Putnam ETF Trust
FRANKLIN SHT TRM
$4.4M444.9K
1.8%
+55%
Added · +157K sh
15Schwab Strategic TR
US TIPS ETF
$4.1M155.1K
1.7%
−20%
Reduced · −38K sh
16Amazon Com Inc
COM
$3.7M15.7K
1.5%
+13%
Added · +2K sh
17Ishares U S ETF TR
SHOR DURA BD ETF
$3.7M73.8K
1.5%
+6.1%
Added · +4K sh
18Nvidia Corporation
COM
$3.7M18.3K
1.5%
+1.1%
Added · +199 sh
19Ishares TR
IBONDS DEC2026
$3.6M149.3K
1.5%
−2.9%
Reduced · −5K sh
20SPDR Series Trust
ST SHOR CORP ETF
$3.6M119.5K
1.5%
−0.5%
Reduced · −648 sh
21Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.4M33.0K
1.4%
−2.3%
Reduced · −780 sh
22JPMorgan Chase & Co
COM
$3.0M9.1K
1.2%
−0.7%
Reduced · −69 sh
23Cboe Global MKTS Inc
COM
$2.5M10.4K
1.0%
+0.2%
Added · +25 sh
24Microsoft Corp
COM
$2.4M6.4K
1.0%
−6.1%
Reduced · −416 sh
25Vanguard Scottsdale FDS
INTER TERM TREAS
$2.4M40.0K
1.0%
−8.5%
Reduced · −4K sh
26SPDR Index SHS FDS
ST STR PO EX ETF
$2.2M43.3K
0.9%
−1.2%
Reduced · −543 sh
27Vanguard Specialized Funds
DIV APP ETF
$2.1M9.0K
0.9%
−2.7%
Reduced · −250 sh
28Crowdstrike Hldgs Inc
CL A
$2.0M2.6K
0.8%
+4.1%
Added · +102 sh
29Ishares TR
CORE DIVID ETF
$1.9M30.5K
0.8%
−5.5%
Reduced · −2K sh
30Vanguard Star FDS
VG TL INTL STK F
$1.8M21.3K
0.8%
+0.2%
Added · +41 sh
31Fidelity Merrimack STR TR
TOTAL BD ETF
$1.8M39.2K
0.7%
−0.6%
Reduced · −242 sh
32Intel Corp
COM
$1.7M12.4K
0.7%
−2.5%
Reduced · −313 sh
33SPDR Index SHS FDS
ST PORT MARK ETF
$1.6M30.3K
0.6%
+0.3%
Added · +76 sh
34Johnson & Johnson
COM
$1.5M5.9K
0.6%
+1.1%
Added · +67 sh
35Alphabet Inc
CAP STK CL A
$1.4M4.0K
0.6%
+0.7%
Added · +30 sh
36J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.4M28.2K
0.6%
+0.7%
Added · +204 sh
37Micron Technology Inc
COM
$1.4M1.2K
0.6%
−1.3%
Reduced · −16 sh
38Ciena Corp
COM NEW
$1.4M2.8K
0.6%
+7.6%
Added · +199 sh
39J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$1.4M26.2K
0.6%
+1.4%
Added · +368 sh
40J P Morgan Exchange Traded F
US QUALTY FCTR
$1.3M17.5K
0.5%
~0%
Reduced · −4 sh
41Walmart Inc
COM
$1.2M10.9K
0.5%
+3.5%
Added · +373 sh
42Philip Morris Intl Inc
COM
$1.2M6.7K
0.5%
+26%
Added · +1K sh
43Meta Platforms Inc
CL A
$1.2M2.1K
0.5%
+2.9%
Added · +60 sh
44Exxon Mobil Corp
COM
$1.2M8.7K
0.5%
+4.9%
Added · +404 sh
45Ishares TR
MSCI USA MIN ETF
$1.1M11.2K
0.4%
+0.1%
Added · +11 sh
46TJX Cos Inc New
COM
$951K6.3K
0.4%
+6.3%
Added · +373 sh
47Kraft Heinz Co
COM
$930K39.4K
0.4%
+6.5%
Added · +2K sh
48Procter & Gamble Co
COM
$904K6.2K
0.4%
−0.9%
Reduced · −55 sh
49Franklin Templeton ETF TR
INTL COR DIV TIL
$883K20.7K
0.4%
+7.1%
Added · +1K sh
50Ishares TR
MSCI INTL QUALTY
$875K17.7K
0.4%
−0.1%
Reduced · −12 sh
Showing 50 of 151 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026226$242.3M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026217$228.8M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026132$217.6M13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025139$208.8M13F-HR
Q2 2025Jun 30, 2025Jul 25, 2025126$192.9M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025113$178.4M13F-HR
Q4 2024Dec 31, 2024Jan 22, 2025104$178.0M13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024108$183.7M13F-HR

Data source

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.