Filed: 1/14/2026ACC: 0001844821-26-000001
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $222.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$222.92M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
SR LN ETF$24.54M11.0%
ULTRA SHRT ETF$23.52M10.5%
PGIM ULTRA SH BD$20.80M9.3%
CORE S&P US VLU$20.42M9.2%
CORE S&P SCP ETF$19.80M8.9%
CORE S&P500 ETF$17.24M7.7%
S&P 500 VAL ETF$14.38M6.4%
Portfolio Concentration
Top 3$68.85M30.9%
4–10$111.33M49.9%
11–25$42.74M19.2%
Top 3 weight
30.9%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:
INVESCO EXCH TRADED FD TR II
SOLEShares1.17M
TypeSH
Market value$24.54M
11.01%
Sole
0.00
Shared
0.00
None
1.17M
J P MORGAN EXCHANGE TRADED F
SOLEShares464.46K
TypeSH
Market value$23.52M
10.55%
Sole
0.00
Shared
0.00
None
464.46K
PGIM ETF TR
SOLEShares418.89K
TypeSH
Market value$20.80M
9.33%
Sole
0.00
Shared
0.00
None
418.89K
ISHARES TR
SOLEShares194.01K
TypeSH
Market value$20.42M
9.16%
Sole
0.00
Shared
0.00
None
194.01K
ISHARES TR
SOLEShares156.60K
TypeSH
Market value$19.80M
8.88%
Sole
0.00
Shared
0.00
None
156.60K
ISHARES TR
SOLEShares24.73K
TypeSH
Market value$17.24M
7.73%
Sole
0.00
Shared
0.00
None
24.73K
ISHARES TR
SOLEShares66.14K
TypeSH
Market value$14.38M
6.45%
Sole
0.00
Shared
0.00
None
66.14K
VANGUARD WHITEHALL FDS
SOLEShares92.79K
TypeSH
Market value$13.66M
6.13%
Sole
0.00
Shared
0.00
None
92.79K
ISHARES TR
SOLEShares75.95K
TypeSH
Market value$12.92M
5.80%
Sole
0.00
Shared
0.00
None
75.95K
ISHARES TR
SOLEShares136.40K
TypeSH
Market value$12.91M
5.79%
Sole
0.00
Shared
0.00
None
136.40K
ISHARES TR
SOLEShares262.90K
TypeSH
Market value$10.26M
4.60%
Sole
0.00
Shared
0.00
None
262.90K
SELECT SECTOR SPDR TR
SOLEShares65.08K
TypeSH
Market value$9.51M
4.27%
Sole
0.00
Shared
0.00
None
65.08K
SPDR SERIES TRUST
SOLEShares325.58K
TypeSH
Market value$8.28M
3.71%
Sole
0.00
Shared
0.00
None
325.58K
SELECT SECTOR SPDR TR
SOLEShares33.25K
TypeSH
Market value$5.38M
2.42%
Sole
0.00
Shared
0.00
None
33.25K
SELECT SECTOR SPDR TR
SOLEShares83.68K
TypeSH
Market value$4.66M
2.09%
Sole
0.00
Shared
0.00
None
83.68K
SELECT SECTOR SPDR TR
SOLEShares95.46K
TypeSH
Market value$4.45M
2.00%
Sole
0.00
Shared
0.00
None
95.46K
AMERICAN EXPRESS CO
SOLEShares180.00
TypeSH
Market value$67.6K
0.03%
Sole
0.00
Shared
0.00
None
180.00
VERIZON COMMUNICATIONS INC
SOLEShares936.00
TypeSH
Market value$37.9K
0.02%
Sole
0.00
Shared
0.00
None
936.00
DUPONT DE NEMOURS INC
SOLEShares552.00
TypeSH
Market value$24.2K
0.01%
Sole
0.00
Shared
0.00
None
552.00
CONOCOPHILLIPS
SOLEShares200.00
TypeSH
Market value$19.5K
<0.01%
Sole
0.00
Shared
0.00
None
200.00
CORTEVA INC
SOLEShares264.00
TypeSH
Market value$18.1K
<0.01%
Sole
0.00
Shared
0.00
None
264.00
DOW INC
SOLEShares552.00
TypeSH
Market value$14.5K
<0.01%
Sole
0.00
Shared
0.00
None
552.00
METLIFE INC
SOLEShares14.00
TypeSH
Market value$1.1K
<0.01%
Sole
0.00
Shared
0.00
None
14.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 1.17M | SH | $24.54M 11.01% | 0.00 | 0.00 | 1.17M |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 464.46K | SH | $23.52M 10.55% | 0.00 | 0.00 | 464.46K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 418.89K | SH | $20.80M 9.33% | 0.00 | 0.00 | 418.89K |
ISHARES TRSOLE | CORE S&P US VLU | 194.01K | SH | $20.42M 9.16% | 0.00 | 0.00 | 194.01K |
ISHARES TRSOLE | CORE S&P SCP ETF | 156.60K | SH | $19.80M 8.88% | 0.00 | 0.00 | 156.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.73K | SH | $17.24M 7.73% | 0.00 | 0.00 | 24.73K |
ISHARES TRSOLE | S&P 500 VAL ETF | 66.14K | SH | $14.38M 6.45% | 0.00 | 0.00 | 66.14K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 92.79K | SH | $13.66M 6.13% | 0.00 | 0.00 | 92.79K |
ISHARES TRSOLE | CORE S&P US GWT | 75.95K | SH | $12.92M 5.80% | 0.00 | 0.00 | 75.95K |
ISHARES TRSOLE | MSCI USA MIN VOL | 136.40K | SH | $12.91M 5.79% | 0.00 | 0.00 | 136.40K |
ISHARES TRSOLE | MSCI INTL VLU FT | 262.90K | SH | $10.26M 4.60% | 0.00 | 0.00 | 262.90K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 65.08K | SH | $9.51M 4.27% | 0.00 | 0.00 | 65.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 325.58K | SH | $8.28M 3.71% | 0.00 | 0.00 | 325.58K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 33.25K | SH | $5.38M 2.42% | 0.00 | 0.00 | 33.25K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 83.68K | SH | $4.66M 2.09% | 0.00 | 0.00 | 83.68K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 95.46K | SH | $4.45M 2.00% | 0.00 | 0.00 | 95.46K |
AMERICAN EXPRESS COSOLE | COM | 180.00 | SH | $67.6K 0.03% | 0.00 | 0.00 | 180.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 936.00 | SH | $37.9K 0.02% | 0.00 | 0.00 | 936.00 |
DUPONT DE NEMOURS INCSOLE | COM | 552.00 | SH | $24.2K 0.01% | 0.00 | 0.00 | 552.00 |
CONOCOPHILLIPSSOLE | COM | 200.00 | SH | $19.5K <0.01% | 0.00 | 0.00 | 200.00 |
CORTEVA INCSOLE | COM | 264.00 | SH | $18.1K <0.01% | 0.00 | 0.00 | 264.00 |
DOW INCSOLE | COM | 552.00 | SH | $14.5K <0.01% | 0.00 | 0.00 | 552.00 |
METLIFE INCSOLE | COM | 14.00 | SH | $1.1K <0.01% | 0.00 | 0.00 | 14.00 |