Filed: 7/14/2026ACC: 0001844821-26-000004
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $236.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$236.54M
Total AUM (reported)
3.78M
Total Shares
Allocation by class
SR LN ETF$25.80M10.9%
ULTRA SHRT ETF$24.87M10.5%
PGIM ULTRA SH BD$21.80M9.2%
CORE S&P US VLU$21.48M9.1%
CORE S&P SCP ETF$21.25M9.0%
CORE S&P500 ETF$18.23M7.7%
S&P 500 VAL ETF$15.17M6.4%
Portfolio Concentration
Top 3$72.47M30.6%
4–10$118.82M50.2%
11–25$45.25M19.1%
Top 3 weight
30.6%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 3.78M
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
3.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings21
Rows:
INVESCO EXCH TRADED FD TR II
SOLEShares1.26M
TypeSH
Market value$25.80M
10.91%
Sole
0.00
Shared
0.00
None
1.26M
J P MORGAN EXCHANGE TRADED F
SOLEShares492.95K
TypeSH
Market value$24.87M
10.51%
Sole
0.00
Shared
0.00
None
492.95K
PGIM ETF TR
SOLEShares439.76K
TypeSH
Market value$21.80M
9.22%
Sole
0.00
Shared
0.00
None
439.76K
ISHARES TR
SOLEShares192.78K
TypeSH
Market value$21.48M
9.08%
Sole
0.00
Shared
0.00
None
192.78K
ISHARES TR
SOLEShares146.07K
TypeSH
Market value$21.25M
8.98%
Sole
0.00
Shared
0.00
None
146.07K
ISHARES TR
SOLEShares24.15K
TypeSH
Market value$18.23M
7.71%
Sole
0.00
Shared
0.00
None
24.15K
ISHARES TR
SOLEShares66K
TypeSH
Market value$15.17M
6.41%
Sole
0.00
Shared
0.00
None
66K
VANGUARD WHITEHALL FDS
SOLEShares91.59K
TypeSH
Market value$14.70M
6.22%
Sole
0.00
Shared
0.00
None
91.59K
ISHARES TR
SOLEShares75.30K
TypeSH
Market value$14.18M
5.99%
Sole
0.00
Shared
0.00
None
75.30K
ISHARES TR
SOLEShares141.40K
TypeSH
Market value$13.80M
5.83%
Sole
0.00
Shared
0.00
None
141.40K
SELECT SECTOR SPDR TR
SOLEShares62.44K
TypeSH
Market value$11.57M
4.89%
Sole
0.00
Shared
0.00
None
62.44K
ISHARES TR
SOLEShares230.52K
TypeSH
Market value$9.74M
4.12%
Sole
0.00
Shared
0.00
None
230.52K
SPDR SERIES TRUST
SOLEShares354.25K
TypeSH
Market value$8.83M
3.73%
Sole
0.00
Shared
0.00
None
354.25K
SELECT SECTOR SPDR TR
SOLEShares30.92K
TypeSH
Market value$5.60M
2.37%
Sole
0.00
Shared
0.00
None
30.92K
SELECT SECTOR SPDR TR
SOLEShares85.45K
TypeSH
Market value$4.75M
2.01%
Sole
0.00
Shared
0.00
None
85.45K
SELECT SECTOR SPDR TR
SOLEShares84.59K
TypeSH
Market value$4.64M
1.96%
Sole
0.00
Shared
0.00
None
84.59K
VERIZON COMMUNICATIONS INC
SOLEShares936.00
TypeSH
Market value$39.5K
0.02%
Sole
0.00
Shared
0.00
None
936.00
DUPONT DE NEMOURS INC
SOLEShares184.00
TypeSH
Market value$24.8K
0.01%
Sole
0.00
Shared
0.00
None
184.00
CORTEVA INC
SOLEShares264.00
TypeSH
Market value$22.1K
<0.01%
Sole
0.00
Shared
0.00
None
264.00
CONOCOPHILLIPS
SOLEShares200.00
TypeSH
Market value$21.6K
<0.01%
Sole
0.00
Shared
0.00
None
200.00
DOW HLDGS INC
SOLEShares552.00
TypeSH
Market value$15.7K
<0.01%
Sole
0.00
Shared
0.00
None
552.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 1.26M | SH | $25.80M 10.91% | 0.00 | 0.00 | 1.26M |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 492.95K | SH | $24.87M 10.51% | 0.00 | 0.00 | 492.95K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 439.76K | SH | $21.80M 9.22% | 0.00 | 0.00 | 439.76K |
ISHARES TRSOLE | CORE S&P US VLU | 192.78K | SH | $21.48M 9.08% | 0.00 | 0.00 | 192.78K |
ISHARES TRSOLE | CORE S&P SCP ETF | 146.07K | SH | $21.25M 8.98% | 0.00 | 0.00 | 146.07K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.15K | SH | $18.23M 7.71% | 0.00 | 0.00 | 24.15K |
ISHARES TRSOLE | S&P 500 VAL ETF | 66K | SH | $15.17M 6.41% | 0.00 | 0.00 | 66K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 91.59K | SH | $14.70M 6.22% | 0.00 | 0.00 | 91.59K |
ISHARES TRSOLE | CORE S&P US GWT | 75.30K | SH | $14.18M 5.99% | 0.00 | 0.00 | 75.30K |
ISHARES TRSOLE | MSCI USA MIN ETF | 141.40K | SH | $13.80M 5.83% | 0.00 | 0.00 | 141.40K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 62.44K | SH | $11.57M 4.89% | 0.00 | 0.00 | 62.44K |
ISHARES TRSOLE | MSCI INTL VLU FT | 230.52K | SH | $9.74M 4.12% | 0.00 | 0.00 | 230.52K |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 354.25K | SH | $8.83M 3.73% | 0.00 | 0.00 | 354.25K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 30.92K | SH | $5.60M 2.37% | 0.00 | 0.00 | 30.92K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 85.45K | SH | $4.75M 2.01% | 0.00 | 0.00 | 85.45K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 84.59K | SH | $4.64M 1.96% | 0.00 | 0.00 | 84.59K |
VERIZON COMMUNICATIONS INCSOLE | COM | 936.00 | SH | $39.5K 0.02% | 0.00 | 0.00 | 936.00 |
DUPONT DE NEMOURS INCSOLE | COMMON STOCK | 184.00 | SH | $24.8K 0.01% | 0.00 | 0.00 | 184.00 |
CORTEVA INCSOLE | COM | 264.00 | SH | $22.1K <0.01% | 0.00 | 0.00 | 264.00 |
CONOCOPHILLIPSSOLE | COM | 200.00 | SH | $21.6K <0.01% | 0.00 | 0.00 | 200.00 |
DOW HLDGS INCSOLE | COM | 552.00 | SH | $15.7K <0.01% | 0.00 | 0.00 | 552.00 |