13F Insight
DOSSIER · 13F-HR · Q3 2026

Ironwood Financial, llc

$644M in tracked AUM across 172 positions as of Q3 2026.

IF
CIK 0001630360 · last filed Sep 30, 2026
Total AUM
$644M
as of Q3 2026
Holdings
172
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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 ...

The investment strategy is predominantly passive and index-oriented, utilizing a "core and satellite" approach. The manager relies heavily on broad-market ETFs to establish beta exposure while supplementing with specific mega-cap technology stocks. The portfolio construction indicates a focus on risk management through diversification across market capitalizations, geographies, and asset classes (equities and fixed income).

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$79M103K12.3%02
AAPL
APPLE INC
$43M130K6.7%03
IJH
ISHARES TR
$27M377K4.2%04
IVE
ISHARES TR
$21M92K3.3%05
IJR
ISHARES TR
$19M139K2.9%06
IVW
ISHARES TR
$19M132K2.9%07
IBDU
ISHARES TR
$16M693K2.4%08
VTI
VANGUARD INDEX FDS
$16M42K2.4%09
IBDV
ISHARES TR
$15M711K2.3%10
IBDW
ISHARES TR
$14M711K2.2%

Filing history

2026Q3Sep 30
$644M▲ 0.8%
172 positionsView →2026Q2Jun 30
$639M▲ 11.5%
179 positionsView →2026Q1Mar 31
$573M▼ 2.9%
168 positionsView →2025Q4Dec 31
$590M▲ 4.5%
166 positionsView →2025Q3Sep 30
$564M▲ 21.0%
166 positionsLocked2025Q2Jun 30
$466M▼ 0.0%
159 positionsLocked2025Q1Mar 31
$466M▼ 2.2%
160 positionsLocked2024Q4Dec 31
$477M▲ 0.2%
158 positionsLocked2024Q3Sep 30
$476M▲ 6.7%
151 positionsLocked2024Q2Jun 30
$446M▲ 2.5%
148 positionsLocked2024Q1Mar 31
$435M▲ 5.4%
151 positionsLocked2023Q4Dec 31
$413M▲ 10.9%
144 positionsLocked
Showing 12 of 44