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Timothy Ziemba

Iron Financial Llc

Assets Managed
$242.301M
Holdings
151
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
5.89%(2Q avg: 5.54%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Iron Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 151 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 242.301M in assets, with a quarterly growth rate of 5.89% and a 2-quarter average growth rate of 5.54%. The portfolio is managed by Timothy Ziemba, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.43%
8.08%
$19.558M
67,591 shares@ $289.36 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -0.25%
6.57%
$15.91M
329,734 shares@ $48.25 avg price
CME
Cme Group Inc
Recent Activity
Decreased -0.01%
5.32%
$12.874M
58,300 shares@ $220.83 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.07%
5.13%
$12.412M
33,543 shares@ $370.04 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -1.25%
4.77%
$11.549M
127,201 shares@ $90.8 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
Increased 2.44%
4.17%
$10.087M
317,888 shares@ $31.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.87%
3.76%
$9.104M
12,191 shares@ $746.79 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Decreased -21.15%
2.71%
$6.548M
194,088 shares@ $33.74 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 7.69%
2.6%
$6.281M
126,759 shares@ $49.55 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 6.5%
2.42%
$5.84M
184,175 shares@ $31.71 avg price

1-10 of 151