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CIK: 0001595509
Total reported value
$242.3M
$242.3M
123 檔
25.8%
In Q2 2025, IRON Financial LLC's U.S. equity holdings reached a combined market value of $242.3M, distributed across 123 disclosed stock positions.
In Q2 2025, IRON Financial LLC displayed an active expansion posture, initiating 14 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CME, AAPL, VTI) accounted for 25.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | Stock-Financials | 8.39% | -2.22% | -0.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.90% | +1.03% | +0.30% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.08% | +0.11% | +0.92% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.58% | -0.43% | +0.88% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 5.43% | -0.93% | -5.13% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.11% | +0.32% | -0.99% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.47% | +0.08% | +0.82% | |
| 8 | SCHY | Schwab International Dvd ETF | ETF-Other | 3.49% | -0.13% | +3.08% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.27% | -0.14% | -5.42% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.09% | -0.55% | -2.68% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.12% | +15.31% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.92% | -0.14% | +0.48% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.88% | -0.01% | -0.01% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.88% | -0.10% | -2.13% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.80% | — | -9.98% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.27% | +0.78% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.49% | -0.17% | -8.96% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.03% | +235.77% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.05% | +0.72% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.14% | +3.81% | |
| 21 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.26% | -0.23% | — | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.04% | -0.05% | +0.10% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.00% | +0.01% | +30.92% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | +0.03% | +0.27% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | +0.09% | -20.52% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | — | +0.64% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.75% | +0.03% | +0.49% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | -0.01% | -29.57% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.67% | +0.03% | +1.62% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.05% | +6.95% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.40% | +13.32% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | -0.13% | +10.79% | |
| 33 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.58% | -0.06% | +4.69% | |
| 34 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.57% | +0.05% | +92.80% | |
| 35 | NEM | Newmont CORP | Stock-Materials | 0.56% | — | -0.25% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.01% | +1.19% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.51% | — | +1.80% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.02% | +0.99% | |
| 39 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.51% | — | — | |
| 40 | LIN | Linde plc | Stock-Materials | 0.46% | — | +0.11% | |
| 41 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.46% | +0.01% | — | |
| 42 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.45% | — | -0.53% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.44% | -0.05% | +26.51% | |
| 44 | UDR | Udr Inc | Stock-Real Estate | 0.42% | +0.02% | -0.24% | |
| 45 | LNT | Alliant Energy CORP | Stock-Utilities | 0.40% | — | -0.26% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.40% | — | +9.62% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.39% | -0.02% | -0.23% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.03% | +23.95% | |
| 49 | AMCR | Amcor plc | Stock-Consumer Disc | 0.39% | — | -0.37% | |
| 50 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.39% | +0.01% | -0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | +235.77% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +15.31% | Add |
| 3 | CRWV | Coreweave Inc-cl A | +0.5% | NEW | New buy |
| 4 | DIVB | Ishares Core Dividend ETF | +0.5% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.4% | +3.81% | Add |
| 6 | JQUA | Jpmorgan US Quality Factor | +0.3% | +92.80% | Add |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | NEW | New buy |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | NEW | New buy |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +30.92% | Add |
| 10 | AVAV | Aerovironment Inc | +0.2% | NEW | New buy |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +13.32% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.92% | Add |
| 13 | HODL | Vaneck Bitcoin ETF | +0.2% | +87.01% | Add |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +26.51% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.82% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +0.72% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 19 | BEN | Franklin Resources Inc | +0.1% | NEW | New buy |
| 20 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | +0.1% | +0.78% | Add |
| 22 | LYV | Live Nation Entertainment In | +0.1% | NEW | New buy |
| 23 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 24 | CBRE | Cbre Group Inc - A | +0.1% | NEW | New buy |
| 25 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.79% | Add |
| 27 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 28 | SCHY | Schwab International Dvd ETF | +0.1% | +3.08% | Add |
| 29 | NOW | Servicenow Inc | +0.1% | +1.80% | Add |
| 30 | NEM | Newmont CORP | +0.1% | -0.25% | Trim |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.99% | Trim |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.27% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +0.49% | Add |
| 34 | MOAT | Vaneck Morningstar Wide Moat | 0% | -0.01% | Trim |
| 35 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -0.30% | Trim |
| 36 | IP | International Paper Co | -0.1% | EXIT | Sold out |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.1% | EXIT | Sold out |
| 38 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 39 | JNJ | Johnson & Johnson | -0.1% | +0.64% | Add |
| 40 | SCHO | Schwab Short-term US Treas | -0.2% | EXIT | Sold out |
| 41 | VGIT | Vanguard Intermediate-term T | -0.3% | -8.96% | Trim |
| 42 | CME | Cme Group Inc | -0.4% | -0.15% | Trim |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.4% | -9.98% | Trim |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.4% | +0.88% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -20.52% | Trim |
| 46 | SCHP | Schwab U.s. Tips ETF | -0.4% | -2.68% | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -29.57% | Trim |
| 48 | ACWV | Ishares Msci Global Min Vol | -0.4% | -5.42% | Trim |
| 49 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.8% | -5.13% | Trim |
| 50 | AAPL | Apple Inc | -1.2% | +0.30% | Add |
According to official SEC Form 13F filings, IRON Financial LLC reported a total U.S. public equity portfolio value of $242.3M across 123 disclosed positions in Q2 2025.
During Q2 2025, IRON Financial LLC's top holdings by market value included CME (8.4%)、AAPL (6.9%)、VTI (6.1%). The largest single position, CME, represented 8.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CRWV
市值: $978.4K
Top Position Liquidated / Trimmed
SCHO
前期市值: $365.2K
In Q2 2025, IRON Financial LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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