Ironwood Financial, llc Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$589.6M
Holdings
166
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (166 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 105,716 | $73.8M | 12.52% | |
| 2 | AAPLAPPLE INC | 156,075 | $40.6M | 6.89% | |
| 3 | IJHISHARES TR | 367,127 | $25.4M | 4.31% | |
| 4 | IVEISHARES TR | 97,922 | $21.3M | 3.61% | |
| 5 | IVWISHARES TR | 148,474 | $18.6M | 3.15% | |
| 6 | IJRISHARES TR | 132,093 | $16.7M | 2.83% | |
| 7 | EUSAISHARES INC | 120,848 | $12.9M | 2.19% | |
| 8 | IBDUISHARES TR | 537,151 | $12.6M | 2.13% | |
| 9 | VTIVANGUARD INDEX FDS | 36,565 | $12.5M | 2.13% | |
| 10 | IBDVISHARES TR | 533,013 | $11.8M | 1.99% | |
| 11 | IBDWISHARES TR | 545,326 | $11.5M | 1.96% | |
| 12 | BSCSINVESCO EXCH TRD SLF IDX FD | 512,096 | $10.5M | 1.79% | |
| 13 | BSCRINVESCO EXCH TRD SLF IDX FD | 524,036 | $10.3M | 1.75% | |
| 14 | BSJQINVESCO EXCH TRD SLF IDX FD | 426,770 | $10.0M | 1.69% | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 46,015 | $9.1M | 1.54% | |
| 16 | VVVANGUARD INDEX FDS | 28,362 | $9.1M | 1.54% | |
| 17 | IBDXISHARES TR | 355,922 | $9.1M | 1.54% | |
| 18 | BSCQINVESCO EXCH TRD SLF IDX FD | 450,900 | $8.8M | 1.50% | |
| 19 | EFAISHARES TR | 84,538 | $8.4M | 1.43% | |
| 20 | BSJRINVESCO EXCH TRD SLF IDX FD | 370,330 | $8.4M | 1.42% | |
| 21 | IBHHISHARES TR | 346,107 | $8.2M | 1.39% | |
| 22 | IBDRISHARES TR | 336,465 | $8.2M | 1.38% | |
| 23 | ITOTISHARES TR | 51,092 | $7.8M | 1.32% | |
| 24 | AMZNAMAZON COM INC | 31,206 | $7.7M | 1.30% | |
| 25 | GOOGLALPHABET INC | 20,261 | $6.7M | 1.14% | |
| 26 | IJSISHARES TR | 54,734 | $6.6M | 1.11% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 100,658 | $6.5M | 1.11% | |
| 28 | IBDSISHARES TR | 261,413 | $6.3M | 1.08% | |
| 29 | GOOGALPHABET INC | 18,818 | $6.3M | 1.06% | |
| 30 | MSFTMICROSOFT CORP | 12,700 | $6.1M | 1.03% | |
| 31 | IBDTISHARES TR | 225,237 | $5.7M | 0.97% | |
| 32 | VTVANGUARD INTL EQUITY INDEX F | 39,439 | $5.7M | 0.97% | |
| 33 | LLYELI LILLY & CO | 5,222 | $5.6M | 0.96% | |
| 34 | IJJISHARES TR | 40,911 | $5.6M | 0.95% | |
| 35 | AQLTISHARES TR | 35,013 | $5.1M | 0.86% | |
| 36 | JPMJPMORGAN CHASE & CO. | 15,582 | $5.1M | 0.86% | |
| 37 | AGGISHARES TR | 44,612 | $4.5M | 0.76% | |
| 38 | NDQINVESCO QQQ TR | 6,868 | $4.3M | 0.73% | |
| 39 | HYGISHARES TR | 50,938 | $4.1M | 0.70% | |
| 40 | ABGCENCORA INC | 11,882 | $4.1M | 0.69% | |
| 41 | COSTCOSTCO WHSL CORP NEW | 3,777 | $3.6M | 0.60% | |
| 42 | IBHGISHARES TR | 154,545 | $3.5M | 0.59% | |
| 43 | IJKISHARES TR | 33,404 | $3.4M | 0.58% | |
| 44 | IBMINTERNATIONAL BUSINESS MACHS | 10,567 | $3.3M | 0.56% | |
| 45 | VEUVANGUARD INTL EQUITY INDEX F | 41,378 | $3.2M | 0.54% | |
| 46 | VUGVANGUARD INDEX FDS | 6,440 | $3.2M | 0.54% | |
| 47 | SPYSPDR S&P 500 ETF TR | 4,466 | $3.1M | 0.53% | |
| 48 | VTVVANGUARD INDEX FDS | 15,158 | $3.0M | 0.51% | |
| 49 | IBHFISHARES TR | 125,266 | $2.9M | 0.49% | |
| 50 | INTUINTUIT | 4,336 | $2.8M | 0.47% | |
| 51 | BSCTINVESCO EXCH TRD SLF IDX FD | 145,283 | $2.7M | 0.46% | |
| 52 | LQDISHARES TR | 24,003 | $2.7M | 0.45% | |
| 53 | HDVISHARES TR | 20,236 | $2.5M | 0.43% | |
| 54 | BSJSINVESCO EXCH TRD SLF IDX FD | 106,536 | $2.4M | 0.40% | |
| 55 | RTXRTX CORPORATION | 12,063 | $2.3M | 0.40% | |
| 56 | VOVANGUARD INDEX FDS | 7,469 | $2.2M | 0.38% | |
| 57 | IBHIISHARES TR | 88,628 | $2.1M | 0.36% | |
| 58 | JNJJOHNSON & JOHNSON | 9,907 | $2.1M | 0.35% | |
| 59 | SCHMSCHWAB STRATEGIC TR | 65,329 | $2.1M | 0.35% | |
| 60 | LOWLOWES COS INC | 7,429 | $2.0M | 0.34% | |
| 61 | VBVANGUARD INDEX FDS | 7,194 | $2.0M | 0.33% | |
| 62 | IWFISHARES TR | 3,971 | $1.9M | 0.32% | |
| 63 | AVUVAMERICAN CENTY ETF TR | 17,415 | $1.9M | 0.32% | |
| 64 | AMGNAMGEN INC | 5,688 | $1.9M | 0.31% | |
| 65 | IJTISHARES TR | 12,184 | $1.8M | 0.31% | |
| 66 | IWOISHARES TR | 5,141 | $1.8M | 0.30% | |
| 67 | SCHXSCHWAB STRATEGIC TR | 61,547 | $1.7M | 0.29% | |
| 68 | HDHOME DEPOT INC | 4,466 | $1.7M | 0.28% | |
| 69 | VOEVANGUARD INDEX FDS | 8,811 | $1.6M | 0.27% | |
| 70 | XLFSELECT SECTOR SPDR TR | 29,050 | $1.6M | 0.27% | |
| 71 | BSCUINVESCO EXCH TRD SLF IDX FD | 91,094 | $1.5M | 0.26% | |
| 72 | VBKVANGUARD INDEX FDS | 4,755 | $1.5M | 0.26% | |
| 73 | MCDMCDONALDS CORP | 4,875 | $1.5M | 0.25% | |
| 74 | SCHASCHWAB STRATEGIC TR | 44,755 | $1.3M | 0.23% | |
| 75 | NVDANVIDIA CORPORATION | 7,103 | $1.3M | 0.22% | |
| 76 | ZIONZIONS BANCORPORATION N A | 20,568 | $1.2M | 0.21% | |
| 77 | VOTVANGUARD INDEX FDS | 4,083 | $1.2M | 0.20% | |
| 78 | XLESELECT SECTOR SPDR TR | 24,732 | $1.1M | 0.19% | |
| 79 | DFASDIMENSIONAL ETF TRUST | 14,986 | $1.1M | 0.19% | |
| 80 | WMTWALMART INC | 9,097 | $1.1M | 0.18% | |
| 81 | SCHFSCHWAB STRATEGIC TR | 42,724 | $1.1M | 0.18% | |
| 82 | IETCISHARES U S ETF TR | 10,264 | $1.1M | 0.18% | |
| 83 | SOXXISHARES TR | 3,191 | $1.1M | 0.18% | |
| 84 | SCHBSCHWAB STRATEGIC TR | 38,053 | $1.0M | 0.17% | |
| 85 | SCHWSCHWAB CHARLES CORP | 9,803 | $998K | 0.17% | |
| 86 | SCHDSCHWAB STRATEGIC TR | 32,075 | $914K | 0.16% | |
| 87 | SPYVSPDR SERIES TRUST | 15,582 | $906K | 0.15% | |
| 88 | IXNISHARES TR | 8,269 | $891K | 0.15% | |
| 89 | VOOVANGUARD INDEX FDS | 1,361 | $869K | 0.15% | |
| 90 | ORCLORACLE CORP | 4,209 | $861K | 0.15% | |
| 91 | SCHVSCHWAB STRATEGIC TR | 27,705 | $849K | 0.14% | |
| 92 | IWRISHARES TR | 8,338 | $834K | 0.14% | |
| 93 | PFEPFIZER INC | 32,722 | $826K | 0.14% | |
| 94 | IWMISHARES TR | 3,055 | $798K | 0.14% | |
| 95 | HONHONEYWELL INTL INC | 3,760 | $784K | 0.13% | |
| 96 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,566 | $780K | 0.13% | |
| 97 | YUMYUM BRANDS INC | 4,851 | $761K | 0.13% | |
| 98 | IYFISHARES TR | 5,664 | $742K | 0.13% | |
| 99 | IYEISHARES TR | 15,075 | $739K | 0.13% | |
| 100 | DFIVDIMENSIONAL ETF TRUST | 14,227 | $727K | 0.12% |
Page 1 of 2Next