§ 13F · FUND PROFILE
IRONWOOD WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 22Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | 1.17M | $24M | 10.8% | ±0% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 466K | $24M | 10.6% | ±0% |
| 3 | PULS | PGIM ETF TR | 420K | $21M | 9.3% | ±0% |
| 4 | IUSV | ISHARES TR | 193K | $20M | 9.1% | −1% |
| 5 | IJR | ISHARES TR | 155K | $20M | 9.1% | −1% |
| 6 | IVV | ISHARES TR | 25K | $17M | 7.5% | −1% |
| 7 | IVE | ISHARES TR | 66K | $14M | 6.4% | ±0% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 92K | $14M | 6.3% | −1% |
| 9 | USMV | ISHARES TR | 137K | $13M | 5.8% | ±0% |
| 10 | IUSG | ISHARES TR | 76K | $13M | 5.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
IRONWOOD WEALTH MANAGEMENT, INC. is a Other fund managing $218 million in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed