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
Stable
$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
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
$13.8M141,399 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $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 | $IVZ | 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 |  $VZ | VERIZON COMMUNICATIONS INC | $39,537 | 0.0% | +0% | 71.6 |
| 18 |  $DD | DuPont de Nemours, Inc. | $24,802 | 0.0% | -67% | 31.1 |
| 19 |  $CTVA | Corteva, Inc. | $22,140 | 0.0% | +0% | 48.4 |
| 20 |  $COP | CONOCOPHILLIPS | $21,604 | 0.0% | +0% | 74.8 |
| 21 |  $DOW | DOW INC. | $15,732 | 0.0% | +0% | 38 |
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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.
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