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Ironclad Investments LLC

CIK:0001824600
Investment Adviser
$179M AUM
3 holdings
Maitland, FL, United States
Founded:2010
2 employees
ironcladfunds.com
Latest filing:Jun 30, 2025

Ironclad Investments LLC is an SEC-approved investment adviser providing advice about securities to clients.

Investment Strategy

Has holdings in indices like IVV, VOO, and SPY, suggesting a focus on index funds.

Latest 13F Filing Activity

Ironclad Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $196M. The fund increased holdings in Ishares TR, Vanguard Index FDS, SPDR S&P 500 Etf TR. Ironclad Investments LLC reduced exposure to SPDR S&P 500 Etf TR, Vanguard Index FDS, Ishares TR.

Top Buys
I
IVVISHARES TR
+$9.4M
V
VOOVANGUARD INDEX FDS
+$8.9M
S
SPYSPDR S&P 500 ETF TR
+$397.8K
Top Sells
I
IVVISHARES TR
+$9.4M
V
VOOVANGUARD INDEX FDS
+$8.9M
S
SPYSPDR S&P 500 ETF TR
+$397.8K

Top Holdings

I
IVVISHARES TR
+50.3%$98.8M
V
VOOVANGUARD INDEX FDS
+47.5%$93.3M
S
SPYSPDR S&P 500 ETF TR
+2.1%$4.2M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR50.33%$98.8M159,114$486.59$620.90+$9.4M
V
VOO
VANGUARD INDEX FDS47.53%$93.3M164,258$441.35$568.03+$8.9M
S
SPY
SPDR S&P 500 ETF TR2.14%$4.2M6,805$475.31$617.85+$397.8K

Industry Allocation

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