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Portfolio (Quarterly) Guide ↗

IRON Financial LLC

· CIK 0001595509
13F Portfolio $218M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FANG DIAMONDBACK ENERGY INC Energy 4,122.0 $620K 0.28% NEW $150.33 +28.5%
62 IVOO VANGUARD ADMIRAL FDS INC 5,533.0 $619K 0.28% NEW $111.81 +13.1%
63 SCHB SCHWAB STRATEGIC TR 23,540.0 $617K 0.28% NEW $26.23 +11.0%
64 VTV VANGUARD INDEX FDS 3,232.0 $617K 0.28% NEW $190.99 +10.9%
65 VICI VICI PPTYS INC Real Estate 21,253.0 $598K 0.28% NEW $28.12 +1.0%
66 IWF ISHARES TR 1,241.0 $587K 0.27% NEW $473.30 -73.2%
67 GOOG ALPHABET INC Communication Services 1,837.0 $576K 0.27% NEW $313.78 +23.2%
68 HODL VANECK BITCOIN ETF 23,261.0 $575K 0.26% NEW $24.73 -16.0%
69 DVY ISHARES TR 3,940.0 $556K 0.26% NEW $141.14 +9.9%
70 EEMV ISHARES INC 8,440.0 $540K 0.25% NEW $64.04 +17.6%
71 WWD WOODWARD INC Industrials 1,656.0 $501K 0.23% NEW $302.32 +17.4%
72 INTC INTEL CORP Technology 13,371.0 $493K 0.23% NEW $36.90 +227.1%
73 WMT WALMART INC Consumer Defensive 4,134.0 $461K 0.21% NEW $111.40 +6.2%
74 BIL SPDR SERIES TRUST 5,030.0 $460K 0.21% NEW $91.38 +0.3%
75 BX BLACKSTONE INC Financial Services 2,979.0 $459K 0.21% NEW $154.15 -24.8%
76 DGRW WISDOMTREE TR 5,131.0 $459K 0.21% NEW $89.43 +8.3%
77 IWP ISHARES TR 3,188.0 $437K 0.20% NEW $136.94 +3.9%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 2,338.0 $416K 0.19% NEW $177.75 -20.5%
79 VUG VANGUARD INDEX FDS 797.0 $389K 0.18% NEW $487.57 -81.7%
80 COM DIREXION SHS ETF TR 12,920.0 $382K 0.18% NEW $29.58 +15.6%
Page 4 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.9%
Technology 31.5%
Energy 6.6%
Consumer Defensive 6.3%
Consumer Cyclical 5.1%
Communication Services 4.0%
Healthcare 3.9%
Real Estate 1.2%
Industrials 0.8%
Utilities 0.5%