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Timothy Ziemba

Iron Financial Llc

Assets Managed
$228.837M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
5.19%(2Q avg: 4.69%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Iron Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Iron Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.837M in assets, with a quarterly growth rate of 5.19% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Timothy Ziemba, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CME
Cme Group Inc
Recent Activity
Decreased -0.16%
7.53%
$17.221M
58,308 shares@ $295.36 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.25%
7.05%
$16.118M
63,508 shares@ $253.79 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -1.44%
7.01%
$16.02M
330,572 shares@ $48.47 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.14%
5.01%
$11.457M
35,712 shares@ $320.81 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 0.09%
4.46%
$10.184M
128,815 shares@ $79.07 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
Increased 8.75%
4.3%
$9.825M
310,328 shares@ $31.66 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.7%
3.69%
$8.423M
12,952 shares@ $650.36 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Decreased -1.37%
3.63%
$8.305M
246,151 shares@ $33.74 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 5.34%
2.55%
$5.827M
117,711 shares@ $49.5 avg price
ACWV
Ishares Msci Global Min Vol
Recent Activity
Decreased -7.2%
2.54%
$5.79M
48,447 shares@ $119.52 avg price

1-10 of 145