IRONWOOD WEALTH MANAGEMENT, INC.
CIK: 0001844821Latest portfolio: $222.9M · Q4 2025
Holdings
23
Total Value
$222.9M
New Positions
1
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BKLNINVESCO EXCH TRADED FD TR II | 1,165,053 | $24.5M | 11.01% | -13,626 | |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 464,464 | $23.5M | 10.55% | -4,247 | |
| 3 | PULSPGIM ETF TR | 418,892 | $20.8M | 9.33% | -5,277 | |
| 4 | IUSVISHARES TR | 194,014 | $20.4M | 9.16% | -4,793 | |
| 5 | IJRISHARES TR | 156,605 | $19.8M | 8.88% | -6,776 | |
| 6 | IVVISHARES TR | 24,734 | $17.2M | 7.73% | -1,345 | |
| 7 | IVEISHARES TR | 66,137 | $14.4M | 6.45% | -1,529 | |
| 8 | VYMVANGUARD WHITEHALL FDS | 92,786 | $13.7M | 6.13% | -2,267 | |
| 9 | IUSGISHARES TR | 75,955 | $12.9M | 5.80% | -2,464 | |
| 10 | USMVISHARES TR | 136,396 | $12.9M | 5.79% | -1,462 | |
| 11 | IVLUISHARES TR | 262,899 | $10.3M | 4.60% | -13,046 | |
| 12 | XLKSELECT SECTOR SPDR TR | 65,081 | $9.5M | 4.27% | +31K | |
| 13 | SJNKSPDR SERIES TRUST | 325,582 | $8.3M | 3.71% | -2,546 | |
| 14 | XLISELECT SECTOR SPDR TR | 33,254 | $5.4M | 2.42% | -802 | |
| 15 | XLFSELECT SECTOR SPDR TR | 83,682 | $4.7M | 2.09% | -1,563 | |
| 16 | XLESELECT SECTOR SPDR TR | 95,457 | $4.5M | 2.00% | +47K | |
| 17 | AXPAMERICAN EXPRESS CO | 180 | $67K | 0.03% | -197 | |
| 18 | BACVERIZON COMMUNICATIONS INC | 936 | $37K | 0.02% | — | |
| 19 | DDDUPONT DE NEMOURS INC | 552 | $24K | 0.01% | — | |
| 20 | COPCONOCOPHILLIPS | 200 | $19K | 0.01% | — | |
| 21 | CTVACORTEVA INC | 264 | $18K | 0.01% | — | |
| 22 | DOWDOW INC | 552 | $14K | 0.01% | — | |
| 23 | METMETLIFE INC | 14 | $1K | 0.00% | NEW |
Quarterly Changes
New Positions
- METNEW$1K
Closed Positions
No closed positions this quarter
Sector Breakdown
Financial Services0.0% ($2.453623515208022e+70T)
Basic Materials0.0% ($241.8M)
Energy0.0% ($19K)
Filing History
Fund Information
IRONWOOD WEALTH MANAGEMENT, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $222.9M across 23 holdings. The largest position is INVESCO EXCH TRADED FD TR II (BKLN), representing 11.0% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.