Ironwood Financial, llc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1630360
Institutional-grade research for retail investors
13F Reported Value
ⓘ$638.7M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ironwood Financial, llc disclosed 179 positions worth $638.7M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 14 new positions and exited 3. The portfolio is most concentrated in Other (72.8% of disclosed assets). All figures are sourced directly from Ironwood Financial, llc’s Form 13F-HR filing with the SEC under CIK 1630360.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
12.1% weight
Held 10 quarters
$AAPL6.7% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
4.4% weight
Held 10 quarters
ISHARES TR - S&P 500 VAL E
3.4% weight
Held 10 quarters
ISHARES TR - CORE S&P SCP
3.1% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
4 quarters accumulating
ISHARES TR - CORE S&P SCP
4 quarters accumulating
VANGUARD INDEX FDS - TOTAL
4 quarters accumulating
ISHARES TR - IBONDS DEC 29
4 quarters accumulating
ISHARES TR - IBONDS DEC 20
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$77.3M102,670 sh- 76.1#112
Quality
$43.0M135,616 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$28.0M371,526 shISHARES TR - S&P 500 VAL ETF
—Quality
$21.6M93,654 shISHARES TR - CORE S&P SCP ETF
—Quality
$19.8M136,668 shISHARES TR - S&P 500 GRWT ETF
—Quality
$18.2M133,209 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$15.1M40,713 shISHARES TR - IBONDS DEC 29
—Quality
$14.7M636,737 shISHARES TR - IBONDS DEC 2030
—Quality
$13.9M644,551 shISHARES TR - IBONDS DEC 2031
—Quality
$13.6M660,559 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $77.3M | 102,670 |
| Apple Inc.$AAPL | 76.1#112 | $43.0M | 135,616 |
| ISHARES TR - CORE S&P MCP ETF | — | $28.0M | 371,526 |
| ISHARES TR - S&P 500 VAL ETF | — | $21.6M | 93,654 |
| ISHARES TR - CORE S&P SCP ETF | — | $19.8M | 136,668 |
| ISHARES TR - S&P 500 GRWT ETF | — | $18.2M | 133,209 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $15.1M | 40,713 |
| ISHARES TR - IBONDS DEC 29 | — | $14.7M | 636,737 |
| ISHARES TR - IBONDS DEC 2030 | — | $13.9M | 644,551 |
| ISHARES TR - IBONDS DEC 2031 | — | $13.6M | 660,559 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ironwood Financial, llc's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$465.1M
Technology
$67.2M
Financials
$50.7M
Consumer Discretionary
$17.7M
Industrials
$16.6M
Healthcare
$15.5M
Consumer Staples
$3.9M
Energy
$860,249
Full Holdings — Ironwood Financial, llc (Q2 2026)
All 179 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $77.3M | 12.1% | -3% | — |
| 2 | $AAPL | Apple Inc. | $43.0M | 6.7% | -10% | 76.1 |
| 3 | — | ISHARES TR - CORE S&P MCP ETF | $28.0M | 4.4% | +0% | — |
| 4 | — | ISHARES TR - S&P 500 VAL ETF | $21.6M | 3.4% | -3% | — |
| 5 | — | ISHARES TR - CORE S&P SCP ETF | $19.8M | 3.1% | +2% | — |
| 6 | — | ISHARES TR - S&P 500 GRWT ETF | $18.2M | 2.9% | -9% | — |
| 7 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $15.1M | 2.4% | +5% | — |
| 8 | — | ISHARES TR - IBONDS DEC 29 | $14.7M | 2.3% | +14% | — |
| 9 | — | ISHARES TR - IBONDS DEC 2030 | $13.9M | 2.2% | +16% | — |
| 10 | — | ISHARES TR - IBONDS DEC 2031 | $13.6M | 2.1% | +16% | — |
| 11 | — | ISHARES INC - MSCI EQUAL WEITE | $13.2M | 2.1% | -4% | — |
| 12 | — | ISHARES TR - IBONDS DEC 2032 | $11.6M | 1.8% | +22% | — |
| 13 |  $IVZ | Invesco Ltd. | $10.8M | 1.7% | +4% | — |
| 14 | $IVZ | Invesco Ltd. | $10.5M | 1.6% | +1% | — |
| 15 | — | ISHARES TR - IBDS DEC28 ETF | $10.1M | 1.6% | +64% | — |
| 16 | $IVZ | Invesco Ltd. | $10.1M | 1.6% | -1% | — |
| 17 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $9.9M | 1.6% | -3% | — |
| 18 | — | ISHARES TR - IBONDS 28 TR HI | $9.7M | 1.5% | +14% | — |
| 19 | — | ISHARES TR - IBONDS 27 ETF | $8.5M | 1.3% | +25% | — |
| 20 | — | ISHARES TR - MSCI EAFE ETF | $8.5M | 1.3% | -3% | — |
| 21 | — | ISHARES TR - CORE S&P TTL STK | $8.3M | 1.3% | -2% | — |
| 22 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $8.0M | 1.3% | -2% | — |
| 23 |  $AMZN | AMAZON COM INC | $7.7M | 1.2% | -0% | 74.6 |
| 24 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $7.6M | 1.2% | +3% | — |
| 25 |  $DOV | DOVER Corp | $7.2M | 1.1% | +9% | 63.1 |
| 26 |  $GOOG | Alphabet Inc. | $7.1M | 1.1% | -0% | 80.2 |
| 27 | — | ISHARES TR - SP SMCP600VL ETF | $7.1M | 1.1% | -3% | — |
| 28 |  $GOOGL | Alphabet Inc. | $6.6M | 1.0% | -0% | 80.2 |
| 29 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.3M | 1.0% | +439% | — |
| 30 |  $LLY | ELI LILLY & Co | $6.2M | 1.0% | -0% | 89.3 |
| 31 | — | ISHARES TR - S&P MC 400VL ETF | $5.6M | 0.9% | -4% | — |
| 32 | — | ISHARES TR - SELECT DIVID ETF | $5.3M | 0.8% | -2% | — |
| 33 | — | ISHARES TR - IBONDS DEC 2033 | $5.3M | 0.8% | +1158% | — |
| 34 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $5.3M | 0.8% | -42% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $5.2M | 0.8% | +0% | 35.6 |
| 36 | — | ISHARES TR - IBONDS 29 TR HI | $5.2M | 0.8% | +114% | — |
| 37 |  $MSFT | MICROSOFT CORP | $5.0M | 0.8% | -1% | 83.7 |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.7M | 0.7% | -4% | — |
| 39 | — | VANGUARD INDEX FDS - VALUE ETF | $4.4M | 0.7% | +16% | — |
| 40 | — | ISHARES TR - CORE US AGGBD ET | $4.4M | 0.7% | +3% | — |
| 41 | — | ISHARES TR - IBON 2027 TE ETF | $4.4M | 0.7% | +20% | — |
| 42 | — | ISHARES TR - IBONDS DEC2026 | $4.3M | 0.7% | -45% | — |
| 43 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.9M | 0.6% | +5% | — |
| 44 | — | ISHARES TR - S&P MC 400GR ETF | $3.8M | 0.6% | -0% | — |
| 45 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $3.6M | 0.6% | NEW | — |
| 46 |  $COR | Cencora, Inc. | $3.6M | 0.6% | -0% | 59.6 |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.6% | -0% | 67 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 0.5% | -0% | — |
| 49 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.1M | 0.5% | +2% | 66.7 |
| 50 | $IVZ | Invesco Ltd. | $3.1M | 0.5% | -57% | — |
| 51 | — | ISHARES TR - CORE HIGH DV ETF | $3.0M | 0.5% | +411% | — |
| 52 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $3.0M | 0.5% | NEW | — |
| 53 | $IVZ | Invesco Ltd. | $2.8M | 0.4% | +4% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.4% | +0% | 72.8 |
| 55 | — | ISHARES TR - IBOXX INV CP ETF | $2.5M | 0.4% | -0% | — |
| 56 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.5M | 0.4% | +303% | — |
| 57 |  $RTX | RTX Corp | $2.4M | 0.4% | +0% | 70 |
| 58 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.3M | 0.4% | +4% | — |
| 59 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.3M | 0.3% | -1% | — |
| 60 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $2.3M | 0.3% | -2% | — |
| 61 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.2M | 0.3% | +2% | — |
| 62 |  $AMGN | AMGEN INC | $2.1M | 0.3% | +0% | 79.5 |
| 63 | — | ISHARES TR - S&P SML 600 GWT | $2.0M | 0.3% | -1% | — |
| 64 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.9M | 0.3% | +4% | — |
| 65 | — | ISHARES TR - IBOXX HI YD ETF | $1.8M | 0.3% | -54% | — |
| 66 | — | ISHARES TR - RUS 1000 GRW ETF | $1.8M | 0.3% | +290% | — |
| 67 | — | ISHARES TR - RUS 2000 GRW ETF | $1.8M | 0.3% | -3% | — |
| 68 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.8M | 0.3% | +3% | — |
| 69 | — | ISHARES TR - ISHARES SEMICDTR | $1.8M | 0.3% | -0% | — |
| 70 | — | ISHARES TR - IBON 2026 TE ETF | $1.7M | 0.3% | -41% | — |
| 71 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.7M | 0.3% | -4% | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.6M | 0.3% | +6% | — |
| 73 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | +6% | — |
| 74 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.2% | -1% | 63.5 |
| 75 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.5M | 0.2% | -1% | — |
| 76 |  $HD | HOME DEPOT, INC. | $1.5M | 0.2% | -0% | 69.2 |
| 77 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.4M | 0.2% | +0% | 57.8 |
| 78 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.4M | 0.2% | +18% | — |
| 79 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.4M | 0.2% | +5% | — |
| 80 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.3M | 0.2% | -9% | — |
| 81 |  $MCD | MCDONALDS CORP | $1.3M | 0.2% | +0% | 73.9 |
| 82 |  $NVDA | NVIDIA CORP | $1.3M | 0.2% | -13% | 90.2 |
| 83 | — | ISHARES TR - IBON 2030 TE ETF | $1.3M | 0.2% | NEW | — |
| 84 |  $INTU | INTUIT INC. | $1.3M | 0.2% | -0% | 82 |
| 85 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.2M | 0.2% | -1% | — |
| 86 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.1M | 0.2% | -1% | — |
| 87 | — | ISHARES TR - GLOBAL TECH ETF | $1.1M | 0.2% | +0% | — |
| 88 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $1.1M | 0.2% | -0% | — |
| 89 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.1M | 0.2% | -1% | — |
| 90 |  $WMT | Walmart Inc. | $1.0M | 0.2% | +0% | 63.2 |
| 91 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.0M | 0.2% | +11% | — |
| 92 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.2% | +0% | 77.2 |
| 93 | — | SPDR SERIES TRUST - ST STR P500VAL | $948,953 | 0.1% | -2% | — |
| 94 | — | ISHARES TR - RUS MID CAP ETF | $914,813 | 0.1% | -0% | — |
| 95 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $900,677 | 0.1% | +0% | — |
| 96 | — | ISHARES TR - U.S. ENERGY ETF | $866,502 | 0.1% | -5% | — |
| 97 | — | ISHARES TR - RUSSELL 2000 ETF | $861,031 | 0.1% | -2% | — |
| 98 |  $PFE | PFIZER INC | $789,553 | 0.1% | -1% | 69 |
| 99 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $787,038 | 0.1% | +0% | — |
| 100 |  $YUM | YUM BRANDS INC | $784,310 | 0.1% | +0% | 71.7 |
| 101 |  $BRK.B | BERKSHIRE HATHAWAY INC | $770,937 | 0.1% | +0% | 64.5 |
| 102 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $751,243 | 0.1% | +28% | — |
| 103 |  $SNA | Snap-on Inc | $750,878 | 0.1% | +0% | 69.3 |
| 104 |  $ABBV | AbbVie Inc. | $747,466 | 0.1% | +1% | 59.3 |
| 105 |  $BIIB | BIOGEN INC. | $738,921 | 0.1% | +0% | 65.6 |
| 106 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $728,657 | 0.1% | +0% | — |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $682,091 | 0.1% | +0% | 65 |
| 108 |  $INTC | INTEL CORP | $679,015 | 0.1% | +12% | 41.5 |
| 109 |  $MRK | Merck & Co., Inc. | $669,192 | 0.1% | +0% | 70.9 |
| 110 | — | ISHARES TR - INTL SEL DIV ETF | $638,437 | 0.1% | -7% | — |
| 111 |  $BA | BOEING CO | $635,755 | 0.1% | +3% | 51.8 |
| 112 | — | ISHARES TR - CORE MSCI EAFE | $603,285 | 0.1% | -4% | — |
| 113 |  $AMD | ADVANCED MICRO DEVICES INC | $572,866 | 0.1% | -7% | 78.8 |
| 114 |  $ORCL | ORACLE CORP | $553,652 | 0.1% | -0% | 67.2 |
| 115 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $539,546 | 0.1% | +0% | — |
| 116 |  $BMY | BRISTOL MYERS SQUIBB CO | $537,278 | 0.1% | -1% | 70.1 |
| 117 | $IVZ | Invesco Ltd. | $534,471 | 0.1% | +1% | — |
| 118 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $531,743 | 0.1% | -2% | — |
| 119 | — | PROSHARES TR - ULTRAPRO QQQ | $520,684 | 0.1% | +0% | — |
| 120 | — | VANGUARD WORLD FD - INF TECH ETF | $499,421 | 0.1% | +700% | — |
| 121 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $499,031 | 0.1% | +0% | — |
| 122 | $IVZ | Invesco Ltd. | $487,305 | 0.1% | -5% | — |
| 123 | — | SPDR SERIES TRUST - ST STR P500ETF | $479,964 | 0.1% | -9% | — |
| 124 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $469,088 | 0.1% | +0% | — |
| 125 | — | ISHARES TR - MSCI EMG MKT ETF | $460,764 | 0.1% | -3% | — |
| 126 | — | ISHARES TR - U.S. FINLS ETF | $457,501 | 0.1% | -38% | — |
| 127 |  $CART | Maplebear Inc. | $436,258 | 0.1% | +0% | 76.4 |
| 128 |  $HON | HONEYWELL INTERNATIONAL INC | $416,719 | 0.1% | -50% | 65.7 |
| 129 |  $GLD | SPDR GOLD TRUST | $410,084 | 0.1% | -1% | — |
| 130 |  $HONA | Honeywell Aerospace Inc. | $399,469 | 0.1% | NEW | — |
| 131 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $394,842 | 0.1% | +0% | — |
| 132 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $390,138 | 0.1% | +4% | 66.3 |
| 133 |  $CCZ | COMCAST CORP | $378,295 | 0.1% | +6% | 70.4 |
| 134 |  $TSLA | Tesla, Inc. | $375,417 | 0.1% | +2% | 50.1 |
| 135 | — | ISHARES TR - EXPANDED TECH | $374,601 | 0.1% | +4% | — |
| 136 | — | SPDR SERIES TRUST - ST STR P500GRW | $373,787 | 0.1% | -9% | — |
| 137 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | $366,470 | 0.1% | +5% | — |
| 138 | — | ISHARES TR - US AER DEF ETF | $353,365 | 0.1% | +7% | — |
| 139 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $345,138 | 0.1% | +0% | — |
| 140 | — | SPDR SERIES TRUST - ST STR SP500FF | $342,707 | 0.1% | -5% | — |
| 141 |  $CI | Cigna Group | $338,909 | 0.1% | +0% | 66.8 |
| 142 |  $SYK | STRYKER CORP | $332,444 | 0.1% | +7% | 69.8 |
| 143 |  $PSMT | PRICESMART INC | $318,040 | 0.1% | +0% | 51.4 |
| 144 |  $META | Meta Platforms, Inc. | $316,801 | 0.1% | +0% | 80.9 |
| 145 | — | SPDR SERIES TRUST - ST STR P400MID | $316,284 | 0.1% | -7% | — |
| 146 |  $CSCO | CISCO SYSTEMS, INC. | $313,096 | 0.1% | NEW | 72.3 |
| 147 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $308,718 | 0.1% | -2% | — |
| 148 |  $DIS | Walt Disney Co | $306,912 | 0.1% | +0% | 68.9 |
| 149 | — | SPDR SERIES TRUST - ST STR SP600 SML | $295,830 | 0.1% | -3% | — |
| 150 | — | VANECK ETF TRUST - URANI NUCLE ETF | $294,611 | 0.1% | +8% | — |
| 151 | $IVZ | Invesco Ltd. | $292,449 | 0.1% | -0% | — |
| 152 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $292,189 | 0.1% | -4% | — |
| 153 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $288,804 | 0.1% | +0% | — |
| 154 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $280,537 | 0.0% | -0% | — |
| 155 |  $SLV | iShares Silver Trust | $278,274 | 0.0% | -19% | — |
| 156 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $277,478 | 0.0% | NEW | — |
| 157 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $274,920 | 0.0% | +2% | 63.2 |
| 158 |  $V | VISA INC. | $270,459 | 0.0% | -1% | 83.5 |
| 159 | — | ISHARES TR - EUROPE ETF | $265,069 | 0.0% | -1% | — |
| 160 |  $WFC | WELLS FARGO & COMPANY/MN | $261,654 | 0.0% | +0% | — |
| 161 |  $GSK | GSK plc | $260,666 | 0.0% | +0% | — |
| 162 |  $ABT | ABBOTT LABORATORIES | $258,461 | 0.0% | +0% | 67 |
| 163 |  $XOM | EXXON MOBIL CORP | $257,449 | 0.0% | +5% | 61.8 |
| 164 |  $PEP | PEPSICO INC | $255,522 | 0.0% | -0% | 62.7 |
| 165 |  $FTNT | Fortinet, Inc. | $254,623 | 0.0% | NEW | 78.1 |
| 166 |  $AMH | American Homes 4 Rent | $250,728 | 0.0% | -5% | — |
| 167 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $250,053 | 0.0% | NEW | — |
| 168 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $249,351 | 0.0% | -2% | — |
| 169 | — | ISHARES U S ETF TR - US CONSUMER FOC | $245,851 | 0.0% | -8% | — |
| 170 |  $LRCX | LAM RESEARCH CORP | $242,491 | 0.0% | NEW | 82.4 |
| 171 |  $MKL | MARKEL GROUP INC. | $223,699 | 0.0% | +0% | 68.2 |
| 172 |  $TRV | TRAVELERS COMPANIES, INC. | $223,689 | 0.0% | -24% | 71.5 |
| 173 |  $DELL | Dell Technologies Inc. | $217,399 | 0.0% | NEW | 76 |
| 174 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $216,981 | 0.0% | -3% | — |
| 175 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $212,723 | 0.0% | NEW | — |
| 176 |  $CVX | CHEVRON CORP | $212,662 | 0.0% | +9% | 54.7 |
| 177 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $209,895 | 0.0% | NEW | — |
| 178 | — | ISHARES TR - CORE 60 BALA ETF | $206,147 | 0.0% | NEW | — |
| 179 |  $SPWR | SunPower Inc. | $6,492 | 0.0% | NEW | 38 |
New Positions (14)
VANGUARD BD INDEX FDS - INTERMED TERM$3.6M
SPDR SERIES TRUST - ST PORT HIGH ETF$3.0M
ISHARES TR - IBON 2030 TE ETF$1.3M
$HONA Honeywell Aerospace Inc.$399,469$CSCO CISCO SYSTEMS, INC.$313,096 JANUS DETROIT STR TR - HENDRSON AAA CL$277,478
$FTNT Fortinet, Inc.$254,623 VANGUARD BD INDEX FDS - TOTAL BND MRKT$250,053
$LRCX LAM RESEARCH CORP$242,491$DELL Dell Technologies Inc.$217,399 SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$212,723
VANGUARD INDEX FDS - REAL ESTATE ETF$209,895
ISHARES TR - CORE 60 BALA ETF$206,147
$SPWR SunPower Inc.$6,492
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Available Analysis
13F Pro tracks comprehensive institutional data for Ironwood Financial, llc including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Ironwood Financial, llc's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Ironwood Financial, llc and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: Ironwood Financial, llc
13F Pro is an AI hedge fund tracker and stock research platform. For Ironwood Financial, llc (SEC CIK: 1630360), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ironwood Financial, llc's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.