IRONWOOD WEALTH MANAGEMENT, INC. — 13F Holdings & Portfolio
CIK 1844821 · latest 13F-HR filed 2026-04-13
IRONWOOD WEALTH MANAGEMENT, INC. manages $223.2M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BKLN (10.79%), JPST (10.55%), PULS (9.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 1, added to 7, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$223.2M
Long-equity book
31
Distinct positions
2026-03-31
Filed 2026-04-13
+9 / −1 / ↑7 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$897.1K +20.1%
- SELECT SECTOR SPDR TR$290.9K +5.4%
- VERIZON COMMUNICATIONS INC$6.9K +18.1%
- DOW HLDGS INC$6.5K +44.5%
- CONOCOPHILLIPS$5.2K +26.6%
New Positions
- ISHARES TR$19.8K
- PHILIP MORRIS INTL INC$19.0K
- TRUIST FINL CORP$18.7K
- SPDR SERIES TRUST$15.9K
- ALTRIA GROUP INC$9.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $24.1M | 10.79% | 1,170,929 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $23.5M | 10.55% | 466,293 | SH |
| 3 | PGIM ETF TR | PULS | 69344A107 | $20.8M | 9.34% | 420,392 | SH |
| 4 | ISHARES TR | IUSV | 464287663 | $20.3M | 9.08% | 192,555 | SH |
| 5 | ISHARES TR | IJR | 464287804 | $20.2M | 9.06% | 154,651 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $16.8M | 7.52% | 24,563 | SH |
| 7 | ISHARES TR | IVE | 464287408 | $14.3M | 6.41% | 65,861 | SH |
| 8 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $14.0M | 6.29% | 91,873 | SH |
| 9 | ISHARES TR | USMV | 46429B697 | $12.8M | 5.76% | 136,874 | SH |
| 10 | ISHARES TR | IUSG | 464287671 | $12.5M | 5.60% | 75,917 | SH |
| 11 | ISHARES TR | IVLU | 46435G409 | $10.7M | 4.78% | 256,501 | SH |
| 12 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $9.2M | 4.14% | 64,987 | SH |
| 13 | SPDR SERIES TRUST | SJNK | 78468R408 | $8.2M | 3.69% | 328,129 | SH |
| 14 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $5.7M | 2.54% | 32,962 | SH |
| 15 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $5.4M | 2.40% | 93,355 | SH |
| 16 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $4.3M | 1.93% | 84,090 | SH |
| 17 | AMERICAN EXPRESS CO | AXP | 025816109 | $57.2K | 0.03% | 180 | SH |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $44.7K | 0.02% | 936 | SH |
| 19 | DUPONT DE NEMOURS INC | DD | 26614N102 | $26.2K | 0.01% | 552 | SH |
| 20 | CONOCOPHILLIPS | COP | 20825C104 | $24.7K | 0.01% | 200 | SH |
| 21 | CORTEVA INC | CTVA | 22052L104 | $22.1K | 0.01% | 264 | SH |
| 22 | DOW HLDGS INC | DOW | 260557103 | $21.0K | 0.01% | 552 | SH |
| 23 | ISHARES TR | IJH | 464287507 | $19.8K | 0.01% | 280 | SH |
| 24 | PHILIP MORRIS INTL INC | PM | 718172109 | $19.0K | 0.01% | 118 | SH |
| 25 | TRUIST FINL CORP | TFC | 89832Q109 | $18.7K | 0.01% | 370 | SH |
| 26 | SPDR SERIES TRUST | SPTM | 78464A805 | $15.9K | 0.01% | 192 | SH |
| 27 | ALTRIA GROUP INC | MO | 02209S103 | $9.6K | 0.00% | 142 | SH |
| 28 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $7.2K | 0.00% | 54 | SH |
| 29 | ENBRIDGE INC | ENB | 29250N105 | $5.2K | 0.00% | 96 | SH |
| 30 | MONDELEZ INTL INC | MDLZ | 609207105 | $3.9K | 0.00% | 66 | SH |
| 31 | VANGUARD BD INDEX FDS | BIV | 921937819 | $1.4K | 0.00% | 18 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $223.2M | 31 | 0001844821-26-000002 |
| 2025-12-31 | 2026-01-14 | $222.9M | 23 | 0001844821-26-000001 |