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

IRONWOOD WEALTH MANAGEMENT, INC.

$237M in tracked AUM across 29 positions as of Q3 2026.

IW
CIK 0001844821 · last filed Sep 30, 2026
Total AUM
$237M
as of Q3 2026
Holdings
29
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: IRONWOOD WEALTH MANAGEMENT, INC.
1. Portfolio Overview

Ironwood Wealth Management, Inc. manages a portfolio with a total market value of approximately $222.92 million as of the reporting period ending December 31, 2025. The portfolio exhibits a highly concentrated structure, comprising only 23 holdings, yet it has undergone a significant expansion in size. The total portfolio value surged by +80.7%, rising from $123.36 million in the p...

The most striking feature of this portfolio is its overwhelming reliance on Exchange Traded Funds (ETFs), which account for 99.99% of the total value ($222.74M). The remaining 0.01% is allocated across five individual common stocks. This structure indicates a "core-satellite" approach where the "core" is almost entirely constructed of liquid, diversified ETFs, with negligible individual stock exposure. The firm appears to prioritize broad market exposure and risk management through fund selection rather than individual security analysis.

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
BKLN
INVESCO EXCH TRADED FD TR II
$26M1.3M11.0%02
JPST
J P MORGAN EXCHANGE TRADED F
$25M493K10.5%03
PULS
PGIM ETF TR
$22M439K9.2%04
IUSV
ISHARES TR
$21M192K9.1%05
IJR
ISHARES TR
$20M144K8.3%06
IVV
ISHARES TR
$19M24K7.9%07
IVE
ISHARES TR
$15M66K6.4%08
IUSG
ISHARES TR
$15M75K6.2%09
VYM
VANGUARD WHITEHALL FDS
$14M91K6.1%10
USMV
ISHARES TR
$14M142K6.0%

Filing history

2026Q3Sep 30
$237M▲ 0.2%
29 positionsView →2026Q2Jun 30
$237M▲ 6.0%
21 positionsView →2026Q1Mar 31
$223M▲ 0.1%
31 positionsView →2025Q4Dec 31
$223M▲ 2.2%
23 positionsView →2025Q3Sep 30
$218M▲ 3.1%
22 positionsLocked2025Q2Jun 30
$212M▲ 10.4%
22 positionsLocked2025Q1Mar 31
$192M▼ 5.3%
22 positionsLocked2024Q4Dec 31
$203M▼ 0.7%
22 positionsLocked2024Q3Sep 30
$204M▲ 3.3%
22 positionsLocked2024Q2Jun 30
$198M▲ 3.6%
22 positionsLocked2024Q1Mar 31
$191M▲ 4.4%
22 positionsLocked2023Q4Dec 31
$183M▲ 9.1%
22 positionsLocked
Showing 12 of 24