CIK: 0001844821
Total reported value
$223.2M
Reporting period: 2026-03-31 · Number of holdings: 31
IRONWOOD WEALTH MANAGEMENT, INC. disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $223.2M and a quarterly turnover rate of 2.2%.
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Ironwood Wealth Management, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.075 — mathematically equivalent to about 13 equally-sized positions, well below its 31 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.17), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 7.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add XLE
-2.2% $897.1K
Trim BKLN
+0.5% -$461.7K
Trim IVV
-0.7% -$464.8K
Trim IUSG
-0.1% -$421.0K
Add IJR
-1.2% $422.6K
Add IVLU
-2.4% $399.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 10.79% | -0.22% | +0.50% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.55% | — | +0.39% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.34% | +0.01% | +0.36% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.08% | -0.08% | -0.75% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.06% | +0.18% | -1.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | -0.21% | -0.69% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.41% | -0.04% | -0.42% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.29% | +0.16% | -0.98% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.76% | -0.03% | +0.35% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.60% | -0.20% | -0.05% | |
| 11 | IVLU | Ishares Msci International V | ETF-Other | 4.78% | +0.18% | -2.43% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 4.14% | -0.13% | -0.14% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.69% | -0.02% | +0.78% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.54% | +0.12% | -0.88% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 2.40% | +0.40% | -2.20% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.93% | -0.16% | +0.49% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.03% | — | — | |
| 18 | VZ | Verizon Communications INC | Stock-Comm Services | 0.02% | — | — | |
| 19 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.01% | — | — | |
| 20 | COP | Conocophillips | Stock-Energy | 0.01% | — | — | |
| 21 | CTVA | Corteva INC | Stock-Materials | 0.01% | — | — | |
| 22 | DOW | Dow INC | Stock-Materials | 0.01% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | +0.01% | NEW | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.01% | +0.01% | NEW | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 0.01% | +0.01% | NEW | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.01% | +0.01% | NEW | |
| 27 | MO | Altria Group INC | Stock-Consumer Staples | — | — | NEW | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | — | — | NEW | |
| 29 | ENB | Enbridge INC | Stock-Energy | — | — | NEW | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | — | — | NEW | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | — | — | NEW |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+14.9%
Based on 62% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 31 | $223.2M | 2 | |
| 2025-12-31 | 23 | $222.9M | 3 | |
| 2025-09-30 | 22 | $218.2M | 12 | |
| 2025-06-30 | 22 | $211.7M | 0 | |
| 2025-03-31 | 22 | $191.8M | 100 | |
| 2024-12-31 | 22 | $202.7M | 0 | |
| 2024-09-30 | 22 | $204.1M | 0 | |
| 2024-06-30 | 22 | $197.6M | 0 | |
| 2024-03-31 | 22 | $190.7M | 0 | |
| 2023-12-31 | 22 | $182.8M | 0 | |
| 2023-09-30 | 22 | $167.5M | 0 | |
| 2023-06-30 | 23 | $171.7M | 0 | |
| 2023-03-31 | 24 | $167.7M | 0 | |
| 2022-12-31 | 24 | $170.8M | 0 | |
| 2022-09-30 | 23 | $139.1M | 0 | |
| 2022-06-30 | 22 | $145.7M | 0 | |
| 2022-03-31 | 21 | $138.6M | 0 | |
| 2021-12-31 | 23 | $142.9M | 0 | |
| 2021-09-30 | 21 | $134.9M | 0 | |
| 2021-06-30 | 42 | $139.4M | 100 | |
| 2021-03-31 | 30 | $126.4M | 43 | |
| 2020-12-31 | 30 | $111.0M | — |
Ironwood Wealth Management, INC.'s most significant position changes for 2026-03-31: New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Philip Morris International (PM); New buy: Truist Financial CORP (TFC); New buy: Ss Spdr P S&p 1500 Comp ETF (SPTM); New buy: Altria Group INC (MO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.4% | -2.20% | Trim |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.25% | Trim |
| 3 | IVLU | Ishares Msci International V | +0.2% | -2.43% | Trim |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.98% | Trim |
| 5 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | Trim |
| 6 | PULS | Pgim Ultra Short Bond ETF | 0% | +0.36% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | — | +0.39% | Add |
| 8 | AXP | American Express Co | — | — | Unchanged |
| 9 | VZ | Verizon Communications INC | — | — | Unchanged |
| 10 | DOW | Dow INC | — | — | Unchanged |
| 11 | COP | Conocophillips | — | — | Unchanged |
| 12 | CTVA | Corteva INC | — | — | Unchanged |
| 13 | 6D8 | Dupont De Nemours INC | — | — | Unchanged |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +0.78% | Add |
| 15 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.35% | Add |
| 16 | IVE | Ishares S&p 500 Value ETF | 0% | -0.42% | Trim |
| 17 | IUSV | Ishares Core S&p U.s. Value | -0.1% | -0.75% | Trim |
| 18 | XLK | Ss Technology Select Sector | -0.1% | -0.14% | Trim |
| 19 | XLF | Ss Financial Select Sector | -0.2% | +0.49% | Add |
| 20 | IUSG | Ishares Core S&p U.s. Growth | -0.2% | -0.05% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.69% | Trim |
| 22 | BKLN | Invesco Senior Loan ETF | -0.2% | +0.50% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 24 | PM | Philip Morris International | — | NEW | New buy |
| 25 | TFC | Truist Financial CORP | — | NEW | New buy |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 27 | MO | Altria Group INC | — | NEW | New buy |
| 28 | DUK | Duke Energy CORP | — | NEW | New buy |
| 29 | ENB | Enbridge INC | — | NEW | New buy |
| 30 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 31 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 32 | MET | Metlife INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-14 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-16 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-12 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-23 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-18 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-23 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-19 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-21 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-10-21 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-19 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-12 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-09 | 13F-HR | View on EDGAR |
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