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Q3 2026 13F · SEC CIK 1844821

Ironwood Wealth Management, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$237.1M
Reported positions
29
Top holdings a year, 3 yrs
+10.4%
Assets under management
$233.1M

Ironwood Wealth Management, Inc. is a wealth manager that reported 29 positions worth $237.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Invesco Exch Traded Fd Tr II (BKLN, 11.0%), J P Morgan Exchange Traded F (JPST, 10.5%), Pgim ETF Tr (PULS, 9.2%). A portfolio copying its top holdings returned 10.4% a year over the last 3 years, against 20.4% for the S&P 500.

Ironwood Wealth Management, Inc. holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ironwood Wealth Management, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
BKLNInvesco Exch Traded Fd Tr II11.0%+0.4%$26.0M
JPSTJ P Morgan Exchange Traded F10.5%+0.1%$24.8M
PULSPgim ETF Tr9.2%-0.1%$21.7M
IUSVIshares Tr9.1%-0.6%$21.5M
IJRIshares Tr8.3%-1.4%$19.8M
IVVIshares Tr7.9%-0.8%$18.6M
IVEIshares Tr6.4%-0.3%$15.3M
IUSGIshares Tr6.2%-0.3%$14.7M
VYMVanguard Whitehall Fds6.1%-0.3%$14.4M
USMVIshares Tr6.0%+0.4%$14.2M
XLKSelect Sector Spdr Tr5.1%-2.4%$12.1M
IVLUIshares Tr4.1%+0.1%$9.7M
SJNKState Street SPDR Bloomberg Short Term H3.6%+0.7%$8.6M
XLESelect Sector Spdr Tr2.3%-0.0%$5.5M
XLISelect Sector Spdr Tr2.2%+0.2%$5.2M
XLFSelect Sector Spdr Tr2.0%+0.3%$4.6M
VZVerizon Communications Inc0.0%+0.0%$43K
AAPLApple Inc0.0%—$34K
COPConocophillips0.0%+0.0%$27K
DDDupont de Nemours Inc Common Stock0.0%+3.8%$25K
CATCaterpillar Inc0.0%—$21K
DOWDow Hldgs Inc0.0%+0.0%$16K
COFCapital One Finl Corp0.0%—$8K
JNJJohnson & Johnson0.0%—$8K
PGProcter & Gamble Co0.0%—$5K
XOMExxonmobil Holdings Corp0.0%—$4K
PEPPepsico Inc0.0%—$4K
CTVACorteva Inc0.0%+8.0%$4K
QQnity Electronics Inc Common Stock0.0%—$1K

What Ironwood Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

No position shrank by more than 5%.

Sold out

Nothing sold out.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+14.1% /yr
S&P 500 +20.1%
3 years
+10.4% /yr
S&P 500 +20.4%
5 years
+5.0% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$237.1M29
Q2 2026$236.5M21
Q1 2026$223.2M31
Q4 2025$222.9M23
Q3 2025$218.2M22
Q2 2025$211.7M22
Q1 2025$191.8M22
Q4 2024$202.7M22
Q3 2024$204.1M22
Q2 2024$197.6M22
Q1 2024$190.7M22
Q4 2023$182.8M22

Questions about Ironwood Wealth Management, Inc.'s portfolio

What stocks does Ironwood Wealth Management, Inc. own?

Ironwood Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 29 positions worth $237.1M. The largest are Invesco Exch Traded Fd Tr II (BKLN) at 11.0%, J P Morgan Exchange Traded F (JPST) at 10.5%, Pgim ETF Tr (PULS) at 9.2%, Ishares Tr (IUSV) at 9.1% and Ishares Tr (IJR) at 8.3%.

What did Ironwood Wealth Management, Inc. buy last quarter?

In Q3 2026, Ironwood Wealth Management, Inc. added a new position in Apple Inc (AAPL), a new position in Caterpillar Inc (CAT), a new position in Capital One Finl Corp (COF), a new position in Johnson & Johnson (JNJ), a new position in Procter & Gamble Co (PG) and Corteva Inc (CTVA) (+8.0% shares), compared with its Q2 2026 filing.

What did Ironwood Wealth Management, Inc. sell last quarter?

Ironwood Wealth Management, Inc. sold out of nothing and cut no large position by more than 5% in Q3 2026.

How has Ironwood Wealth Management, Inc.'s portfolio performed?

A portfolio copying Ironwood Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.1% against +20.1%. Over 5 years: +5.0% a year against +11.6%.

When is Ironwood Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ironwood Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Ironwood Wealth Management, Inc. manage?

Ironwood Wealth Management, Inc. reported $233.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $237.1M.