Filed: 4/13/2026ACC: 0001844821-26-000002
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $223.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$223.17M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
SR LN ETF$24.07M10.8%
ULTRA SHRT ETF$23.55M10.6%
PGIM ULTRA SH BD$20.84M9.3%
CORE S&P US VLU$20.26M9.1%
CORE S&P SCP ETF$20.22M9.1%
CORE S&P500 ETF$16.78M7.5%
S&P 500 VAL ETF$14.30M6.4%
Portfolio Concentration
Top 3$68.47M30.7%
4–10$110.93M49.7%
11–25$43.73M19.6%
Rest$43.2K0.0%
Top 3 weight
30.7%
Top 10 weight
80.4%
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)
Sole31
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:
INVESCO EXCH TRADED FD TR II
SOLEShares1.17M
TypeSH
Market value$24.07M
10.79%
Sole
0.00
Shared
0.00
None
1.17M
J P MORGAN EXCHANGE TRADED F
SOLEShares466.29K
TypeSH
Market value$23.55M
10.55%
Sole
0.00
Shared
0.00
None
466.29K
PGIM ETF TR
SOLEShares420.39K
TypeSH
Market value$20.84M
9.34%
Sole
0.00
Shared
0.00
None
420.39K
ISHARES TR
SOLEShares192.56K
TypeSH
Market value$20.26M
9.08%
Sole
0.00
Shared
0.00
None
192.56K
ISHARES TR
SOLEShares154.65K
TypeSH
Market value$20.22M
9.06%
Sole
0.00
Shared
0.00
None
154.65K
ISHARES TR
SOLEShares24.56K
TypeSH
Market value$16.78M
7.52%
Sole
0.00
Shared
0.00
None
24.56K
ISHARES TR
SOLEShares65.86K
TypeSH
Market value$14.30M
6.41%
Sole
0.00
Shared
0.00
None
65.86K
VANGUARD WHITEHALL FDS
SOLEShares91.87K
TypeSH
Market value$14.03M
6.29%
Sole
0.00
Shared
0.00
None
91.87K
ISHARES TR
SOLEShares136.87K
TypeSH
Market value$12.85M
5.76%
Sole
0.00
Shared
0.00
None
136.87K
ISHARES TR
SOLEShares75.92K
TypeSH
Market value$12.50M
5.60%
Sole
0.00
Shared
0.00
None
75.92K
ISHARES TR
SOLEShares256.50K
TypeSH
Market value$10.66M
4.78%
Sole
0.00
Shared
0.00
None
256.50K
SELECT SECTOR SPDR TR
SOLEShares64.99K
TypeSH
Market value$9.23M
4.14%
Sole
0.00
Shared
0.00
None
64.99K
SPDR SERIES TRUST
SOLEShares328.13K
TypeSH
Market value$8.24M
3.69%
Sole
0.00
Shared
0.00
None
328.13K
SELECT SECTOR SPDR TR
SOLEShares32.96K
TypeSH
Market value$5.68M
2.54%
Sole
0.00
Shared
0.00
None
32.96K
SELECT SECTOR SPDR TR
SOLEShares93.36K
TypeSH
Market value$5.35M
2.40%
Sole
0.00
Shared
0.00
None
93.36K
SELECT SECTOR SPDR TR
SOLEShares84.09K
TypeSH
Market value$4.32M
1.93%
Sole
0.00
Shared
0.00
None
84.09K
AMERICAN EXPRESS CO
SOLEShares180.00
TypeSH
Market value$57.2K
0.03%
Sole
0.00
Shared
0.00
None
180.00
VERIZON COMMUNICATIONS INC
SOLEShares936.00
TypeSH
Market value$44.7K
0.02%
Sole
0.00
Shared
0.00
None
936.00
DUPONT DE NEMOURS INC
SOLEShares552.00
TypeSH
Market value$26.2K
0.01%
Sole
0.00
Shared
0.00
None
552.00
CONOCOPHILLIPS
SOLEShares200.00
TypeSH
Market value$24.7K
0.01%
Sole
0.00
Shared
0.00
None
200.00
CORTEVA INC
SOLEShares264.00
TypeSH
Market value$22.1K
<0.01%
Sole
0.00
Shared
0.00
None
264.00
DOW HLDGS INC
SOLEShares552.00
TypeSH
Market value$21.0K
<0.01%
Sole
0.00
Shared
0.00
None
552.00
ISHARES TR
SOLEShares280.00
TypeSH
Market value$19.8K
<0.01%
Sole
0.00
Shared
0.00
None
280.00
PHILIP MORRIS INTL INC
SOLEShares118.00
TypeSH
Market value$19.0K
<0.01%
Sole
0.00
Shared
0.00
None
118.00
TRUIST FINL CORP
SOLEShares370.00
TypeSH
Market value$18.7K
<0.01%
Sole
0.00
Shared
0.00
None
370.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 1.17M | SH | $24.07M 10.79% | 0.00 | 0.00 | 1.17M |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 466.29K | SH | $23.55M 10.55% | 0.00 | 0.00 | 466.29K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 420.39K | SH | $20.84M 9.34% | 0.00 | 0.00 | 420.39K |
ISHARES TRSOLE | CORE S&P US VLU | 192.56K | SH | $20.26M 9.08% | 0.00 | 0.00 | 192.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 154.65K | SH | $20.22M 9.06% | 0.00 | 0.00 | 154.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.56K | SH | $16.78M 7.52% | 0.00 | 0.00 | 24.56K |
ISHARES TRSOLE | S&P 500 VAL ETF | 65.86K | SH | $14.30M 6.41% | 0.00 | 0.00 | 65.86K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 91.87K | SH | $14.03M 6.29% | 0.00 | 0.00 | 91.87K |
ISHARES TRSOLE | MSCI USA MIN VOL | 136.87K | SH | $12.85M 5.76% | 0.00 | 0.00 | 136.87K |
ISHARES TRSOLE | CORE S&P US GWT | 75.92K | SH | $12.50M 5.60% | 0.00 | 0.00 | 75.92K |
ISHARES TRSOLE | MSCI INTL VLU FT | 256.50K | SH | $10.66M 4.78% | 0.00 | 0.00 | 256.50K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 64.99K | SH | $9.23M 4.14% | 0.00 | 0.00 | 64.99K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 328.13K | SH | $8.24M 3.69% | 0.00 | 0.00 | 328.13K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 32.96K | SH | $5.68M 2.54% | 0.00 | 0.00 | 32.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 93.36K | SH | $5.35M 2.40% | 0.00 | 0.00 | 93.36K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 84.09K | SH | $4.32M 1.93% | 0.00 | 0.00 | 84.09K |
AMERICAN EXPRESS COSOLE | COM | 180.00 | SH | $57.2K 0.03% | 0.00 | 0.00 | 180.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 936.00 | SH | $44.7K 0.02% | 0.00 | 0.00 | 936.00 |
DUPONT DE NEMOURS INCSOLE | COM | 552.00 | SH | $26.2K 0.01% | 0.00 | 0.00 | 552.00 |
CONOCOPHILLIPSSOLE | COM | 200.00 | SH | $24.7K 0.01% | 0.00 | 0.00 | 200.00 |
CORTEVA INCSOLE | COM | 264.00 | SH | $22.1K <0.01% | 0.00 | 0.00 | 264.00 |
DOW HLDGS INCSOLE | COM | 552.00 | SH | $21.0K <0.01% | 0.00 | 0.00 | 552.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 280.00 | SH | $19.8K <0.01% | 0.00 | 0.00 | 280.00 |
PHILIP MORRIS INTL INCSOLE | COM | 118.00 | SH | $19.0K <0.01% | 0.00 | 0.00 | 118.00 |
TRUIST FINL CORPSOLE | COM | 370.00 | SH | $18.7K <0.01% | 0.00 | 0.00 | 370.00 |
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