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Iron Financial LLC
IRON FINANCIAL LLC is an SEC-registered investment advisory and asset management firm headquartered in Northbrook, Illinois. Founded in 1994, the firm manages investment portfolios and provides financial advisory services primarily to individuals, high net worth individuals, pension/profit sharing plans, and other institutions. With approximately 10–11 employees, the firm is focused on serving U.S.-based clients and is known for its discretionary portfolio management and advisory services.
Investment Strategy
IRONG FINANCIAL LLC primarily utilizes a discretionary investment strategy focused on diversified portfolios of publicly traded equities and fixed income securities. Their approach appears to include long-term investment in large-cap and growth companies, based on their reported 13F holdings in companies such as Apple, Microsoft, Amazon, and Nvidia. The firm serves both individual and institutional clients, tailoring strategies to align with risk tolerance and long-term goals, while maintaining active portfolio oversight and rebalancing as needed.
Latest 13F Filing Activity
Iron Financial LLC filed their most recent 13F report on Jun 30, 2025 disclosing 121 equity positions and 5 options positions with a total 13F market value of $193M. The fund increased holdings in Vanguard Index FDS, Ishares TR, SPDR S&P 500 Etf TR among other positions. Iron Financial LLC reduced exposure to Apple Inc., Ishares TR, Hartford FDS Exchange Traded among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CME | CME GROUP INC | 8.39% | $16.2M | 58,696 | $102.81 | $275.62 | +$583.5K |
A AAPL | APPLE INC | 6.90% | $13.3M | 64,872 | $38.66 | $205.17 | -$1.1M |
V VTI | VANGUARD INDEX FDS | 6.08% | $11.7M | 38,577 | $102.15 | $303.93 | +$1.2M |
I ISTB | ISHARES TR | 5.58% | $10.8M | 221,121 | $47.45 | $48.65 | +$159.8K |
H HTRB | HARTFORD FDS EXCHANGE TRADED | 5.43% | $10.5M | 309,344 | $40.65 | $33.87 | -$563.9K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | New | Put | $1.8M | 25 | $738.09 | $738.09 | +25 | +$1.8M |
M MSFT | MICROSOFT CORP | New | Put | $746.1K | 15 | $497.41 | $497.41 | +15 | +$746.1K |
C CRWV | COREWEAVE INC | New | Call | $652.2K | 40 | $163.06 | $163.06 | +40 | +$652.2K |
A AVAV | Aerovironment Inc | New | Call | $427.4K | 15 | $284.95 | $284.95 | +15 | +$427.4K |
C CRWV | COREWEAVE INC | New | Put | $326.1K | 20 | $163.06 | $163.06 | +20 | +$326.1K |
Industry Allocation
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