DOSSIER · 13F-HR · Q1 2026

Ironwood Financial, llc

Ironwood Financial's holding co. based in Boston, MA — $573M in tracked AUM across 168 positions as of Q1 2026.

IF

Ironwood Financial·Boston, MA·Holding Co.

CIK 0001630360 · last filed Mar 31, 2026

Total AUM

$573M

▲ 3.4%

vs prior

Holdings

168

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

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.

#HoldingValueSharesWeight

01

ISHARES TR

$69M106K12.1%

02

APPLE INC

$38M151K6.7%

03

ISHARES TR

$25M370K4.4%

04

ISHARES TR

$20M97K3.6%

05

ISHARES TR

$17M134K2.9%

06

ISHARES TR

$17M146K2.9%

07

ISHARES TR

$13M559K2.3%

08

VANGUARD INDEX FDS

$12M39K2.2%

09

ISHARES INC

$12M120K2.1%

10

ISHARES TR

$12M556K2.1%

Filing history

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