Ironwood Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$223.2M
Q ending 2026-03-31
Prior quarter
$222.9M
Q ending 2025-12-31
Change
+0.1% QoQ · +16.3% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $24.1M | 1.2M |
| J P Morgan Exchange Traded F | JPST | Shares | $23.5M | 466K |
| Pgim Etf Tr | PULS | Shares | $20.8M | 420K |
| Ishares Tr | IUSV | Shares | $20.3M | 193K |
| Ishares Tr | IJR | Shares | $20.2M | 155K |
| Ishares Tr | IVV | Shares | $16.8M | 25K |
| Ishares Tr | IVE | Shares | $14.3M | 66K |
| Vanguard Whitehall Fds | VYM | Shares | $14.0M | 92K |
| Ishares Tr | USMV | Shares | $12.8M | 137K |
| Ishares Tr | IUSG | Shares | $12.5M | 76K |
| Ishares Tr | IVLU | Shares | $10.7M | 257K |
| Select Sector Spdr Tr | XLK | Shares | $9.2M | 65K |
| Spdr Series Trust | SJNK | Shares | $8.2M | 328K |
| Select Sector Spdr Tr | XLI | Shares | $5.7M | 33K |
| Select Sector Spdr Tr | XLE | Shares | $5.4M | 93K |
| Select Sector Spdr Tr | XLF | Shares | $4.3M | 84K |
| American Express Co | AXP | Shares | $57K | 180 |
| Verizon Communications Inc | VZ | Shares | $45K | 936 |
| Dupont De Nemours Inc | DDUSD | Shares | $26K | 552 |
| Conocophillips | COP | Shares | $25K | 200 |
| Corteva Inc | CTVA | Shares | $22K | 264 |
| Dow Hldgs Inc | DOW | Shares | $21K | 552 |
| Ishares Tr | IJH | Shares | $20K | 280 |
| Philip Morris Intl Inc | PM | Shares | $19K | 118 |
| Truist Finl Corp | TFC | Shares | $19K | 370 |
| Spdr Series Trust | SPTM | Shares | $16K | 192 |
| Altria Group Inc | MO | Shares | $10K | 142 |
| Duke Energy Corp New | DUK | Shares | $7K | 54 |
| Enbridge Inc | ENB | Shares | $5K | 96 |
| Mondelez Intl Inc | MDLZ | Shares | $4K | 66 |
| Vanguard Bd Index Fds | BIV | Shares | $1K | 18 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.