Iron Financial, LLC
RIA/Wealth
Iron Financial, LLC is a RIA/Wealth based in Atlanta, GA led by Howard Lee Nixon, reporting $472.1M in AUM as of Q3 2025 with 59% ETF concentration and 53% concentrated in top 10 holdings.
CEOHoward Lee Nixon
- Portfolio Value
- $208.8M
- Positions
- 139
- Top Holding
- ISTB at 8.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Iron Financial, LLC's portfolio (52.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.9M | 8.10% | +$6.1M Bought | — 346.2K shares | |
Consumer Electronics Technology | $16.3M | 7.80% | -$237.8K Sold | 0.00% 63.9K shares | |
Financial - Data & Stock Exchanges Financial Services | $15.8M | 7.58% | -$26.5K Sold | 0.02% 58.6K shares | |
ETF ETF | $11.8M | 5.67% | -$824.4K Sold | — 36.1K shares | |
ETF ETF | $10.6M | 5.08% | -$4.9K Sold | — 131.5K shares | |
ETF ETF | $9.4M | 4.50% | -$1.2M Sold | — 273.8K shares | |
ETF ETF | $9.1M | 4.37% | -$159.9K Sold | — 13.7K shares | |
ETF ETF | $7.9M | 3.76% | +$975.6K Bought | — 281.2K shares | |
ETF ETF | $6.3M | 3.03% | -$59.1K Sold | — 52.7K shares | |
ETF ETF | $5.7M | 2.75% | -$274.5K Sold | — 213.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Iron Financial, LLC's latest filing
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Market Value
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Iron Financial, LLC
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