IRONWOOD WEALTH MANAGEMENT, INC.
13F Reported Value
ⓘ$236.5M
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
IRONWOOD WEALTH MANAGEMENT, INC. disclosed 21 positions worth $236.5M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 10.9% of the equity portfolio. During the quarter the fund opened 0 new positions and exited 10 and a full exit from $AXP. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from IRONWOOD WEALTH MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 1844821.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/ironwood-wealth-management-inc-1844821
AUM History
13fpro.ai/research/fund/ironwood-wealth-management-inc-1844821
Top Equity Holdings by Value
13fpro.ai/research/fund/ironwood-wealth-management-inc-1844821
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$25.8M1,262,833 sh J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$24.9M492,953 shPGIM ETF TR - PGIM ULTRA SH BD
—Quality
$21.8M439,756 shISHARES TR - CORE S&P US VLU
—Quality
$21.5M192,775 shISHARES TR - CORE S&P SCP ETF
—Quality
$21.2M146,072 shISHARES TR - CORE S&P500 ETF
—Quality
$18.2M24,148 shISHARES TR - S&P 500 VAL ETF
—Quality
$15.2M65,995 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$14.7M91,590 shISHARES TR - CORE S&P US GWT
—Quality
$14.2M75,302 shISHARES TR - MSCI USA MIN ETF
—Quality
$13.8M141,399 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $25.8M | 1,262,833 | |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $24.9M | 492,953 |
| PGIM ETF TR - PGIM ULTRA SH BD | — | $21.8M | 439,756 |
| ISHARES TR - CORE S&P US VLU | — | $21.5M | 192,775 |
| ISHARES TR - CORE S&P SCP ETF | — | $21.2M | 146,072 |
| ISHARES TR - CORE S&P500 ETF | — | $18.2M | 24,148 |
| ISHARES TR - S&P 500 VAL ETF | — | $15.2M | 65,995 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $14.7M | 91,590 |
| ISHARES TR - CORE S&P US GWT | — | $14.2M | 75,302 |
| ISHARES TR - MSCI USA MIN ETF | — | $13.8M | 141,399 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IRONWOOD WEALTH MANAGEMENT, INC.'s 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Other
$210.6M
Financials
$25.8M
Materials
$40,534
Communication Services
$39,537
Consumer Staples
$22,140
Energy
$21,604
Full Holdings — IRONWOOD WEALTH MANAGEMENT, INC. (Q2 2026)
All 21 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 | Invesco Ltd. | $25.8M | 10.9% | +8% | — | |
| 2 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $24.9M | 10.5% | +6% | — |
| 3 | — | PGIM ETF TR - PGIM ULTRA SH BD | $21.8M | 9.2% | +5% | — |
| 4 | — | ISHARES TR - CORE S&P US VLU | $21.5M | 9.1% | +0% | — |
| 5 | — | ISHARES TR - CORE S&P SCP ETF | $21.2M | 9.0% | -6% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $18.2M | 7.7% | -2% | — |
| 7 | — | ISHARES TR - S&P 500 VAL ETF | $15.2M | 6.4% | +0% | — |
| 8 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $14.7M | 6.2% | -0% | — |
| 9 | — | ISHARES TR - CORE S&P US GWT | $14.2M | 6.0% | -1% | — |
| 10 | — | ISHARES TR - MSCI USA MIN ETF | $13.8M | 5.8% | +3% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $11.6M | 4.9% | -4% | — |
| 12 | — | ISHARES TR - MSCI INTL VLU FT | $9.7M | 4.1% | -10% | — |
| 13 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $8.8M | 3.7% | +8% | — |
| 14 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $5.6M | 2.4% | -6% | — |
| 15 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.7M | 2.0% | +2% | — |
| 16 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $4.6M | 2.0% | -9% | — |
| 17 | VERIZON COMMUNICATIONS INC | $39,537 | 0.0% | +0% | 65.5 | |
| 18 | DuPont de Nemours, Inc. | $24,802 | 0.0% | -67% | 49.4 | |
| 19 | Corteva, Inc. | $22,140 | 0.0% | +0% | 47 | |
| 20 | CONOCOPHILLIPS | $21,604 | 0.0% | +0% | 70 | |
| 21 | DOW INC. | $15,732 | 0.0% | +0% | 39.9 |
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AI-Powered Hedge Fund Analysis: IRONWOOD WEALTH MANAGEMENT, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For IRONWOOD WEALTH MANAGEMENT, INC. (SEC CIK: 1844821), 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 WEALTH MANAGEMENT, INC.'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.