Ironwood Wealth Management, Inc. Portfolio Holdings

Ironwood Wealth Management, Inc.

  • $231 Million
  • Q4 2025

Ironwood Wealth Management, Inc. has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $231 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $24.4M, Jp Morgan ETF Tr Ultra Short I with a value of $23.5M, Pgim ETF Tr with a value of $20.8M, Ishares Core S&P U.S. Value Et with a value of $19.7M, and Technology Sector Spdr with a value of $18.8M.

Examining the 13F form we can see an increase of $8.92M in the current position value, from $222M to 231M.

Below you can find more details about Ironwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $231 Million
Financial Services: $62,000
Basic Materials: $50,000
Communication Services: $38,000
Energy: $17,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Million 10.57% of portfolio
1,165,053
Q4 2025 Reduced 1.16%
$0
$23.5 Million 10.19% of portfolio
464,464
Q4 2025 Reduced 0.91%
$0
$20.8 Million 9.02% of portfolio
418,892
Q4 2025 Reduced 1.24%
$0
$19.7 Million 8.52% of portfolio
194,014
Q4 2025 Reduced 2.41%
$0
$18.8 Million 8.13% of portfolio
65,081
Q4 2025 Added 92.01%
$0
$18.3 Million 7.93% of portfolio
156,605
Q4 2025 Reduced 4.15%
$0
$16.7 Million 7.24% of portfolio
24,734
Q4 2025 Reduced 5.16%
$0
$13.9 Million 6.01% of portfolio
66,137
Q4 2025 Reduced 2.26%
$0
$13.1 Million 5.67% of portfolio
92,786
Q4 2025 Reduced 2.38%
$0
$12.8 Million 5.57% of portfolio
136,396
Q4 2025 Reduced 1.06%
$0
$12.5 Million 5.43% of portfolio
75,955
Q4 2025 Reduced 3.14%
$0
$9.71 Million 4.21% of portfolio
262,899
Q4 2025 Reduced 4.73%
$0
$8.78 Million 3.81% of portfolio
95,457
Q4 2025 Added 96.83%
$0
$8.22 Million 3.56% of portfolio
325,582
Q4 2025 Reduced 0.78%
$0
$5.05 Million 2.19% of portfolio
33,254
Q4 2025 Reduced 2.35%
$0
$4.39 Million 1.9% of portfolio
83,682
Q4 2025 Reduced 1.83%
$172B
$38,000 0.02% of portfolio
936
Q4 2024 Reduced 37.64%
$19.9B
$21,000 0.01% of portfolio
552
Q2 2024 Reduced 34.44%
$16.1B
$12,000 0.01% of portfolio
552
Q2 2024 Reduced 58.02%
$113B
$17,000 0.01% of portfolio
200
Q4 2020 New
$47.4B
$17,000 0.01% of portfolio
264
Q2 2024 Reduced 51.47%
$62.7B
$1,000 0.0% of portfolio
14
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $231 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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