AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Ironwood Financial, LLC SEC 13F Filing
1. Portfolio Overview
Ironwood Financial, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 362.7% from $127.41M in the previous quarter (Q3 2025) to $589.60M as of December 31, 2025. This dramatic increase suggests substantial capital inflows or a consolidation of reporting entities rather than mere market appreciation. The portfolio consists of ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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