Q2 2026 13F · SEC CIK 1844821
Ironwood Wealth Management, Inc.
Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $236.5M
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +10.4%
- Assets under management
- $233.1M
Ironwood Wealth Management, Inc. is a wealth manager that reported 21 positions worth $236.5M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Invesco Exch Traded Fd Tr II (BKLN, 10.9%), J P Morgan Exchange Traded Fd (JPST, 10.5%), Pgim Ultra Short Bond ETF (PULS, 9.2%). A portfolio copying its top holdings returned 10.4% a year over the last 3 years, against 20.4% for the S&P 500.
Ironwood Wealth Management, Inc. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BKLNInvesco Exch Traded Fd Tr II | 10.9% | +7.8% | $25.8M |
| JPSTJ P Morgan Exchange Traded Fd | 10.5% | +5.7% | $24.9M |
| PULSPgim Ultra Short Bond ETF | 9.2% | +4.6% | $21.8M |
| IUSVIshares Tr | 9.1% | +0.1% | $21.5M |
| IJRIshares Core S&p Small Cap ETF | 9.0% | -5.5% | $21.2M |
| IVVIshares Core S&p 500 ETF | 7.7% | -1.7% | $18.2M |
| IVEIshares S&p 500 Value ETF | 6.4% | +0.2% | $15.2M |
| VYMVym | 6.2% | -0.3% | $14.7M |
| IUSGiShares ETFs/USA | 6.0% | -0.8% | $14.2M |
| USMVIshares Msci USA Min Volfctr ETF | 5.8% | +3.3% | $13.8M |
| XLKState Street Technology Select Sector Sp | 4.9% | -3.9% | $11.6M |
| IVLUIshares Tr | 4.1% | -10.1% | $9.7M |
| SJNKSpdr Series Trust | 3.7% | +8.0% | $8.8M |
| XLISelect Sector Spdr Tr | 2.4% | -6.2% | $5.6M |
| XLFSelect Sector Spdr Tr | 2.0% | +1.6% | $4.7M |
| XLEState Street Energy Select Sector Spdr E | 2.0% | -9.4% | $4.6M |
| VZVerizon Communications Inc Com | 0.0% | +0.0% | $40K |
| DDDupont de Nemours Inc | 0.0% | — | $25K |
| CTVACorteva Inc Com | 0.0% | +0.0% | $22K |
| COPConocophillips | 0.0% | +0.0% | $22K |
| DOWDow Inc. | 0.0% | +0.0% | $16K |
What Ironwood Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- DD Dupont de Nemours Inc0.0% of 13F
Added to
- SJNK Spdr Series Trust+8.0% shares
- BKLN Invesco Exch Traded Fd Tr II+7.8% shares
- JPST J P Morgan Exchange Traded Fd+5.7% shares
Reduced
- IVLU Ishares Tr-10.1% shares
- XLE State Street Energy Select Sector Spdr E-9.4% shares
- XLI Select Sector Spdr Tr-6.2% shares
- IJR Ishares Core S&p Small Cap ETF-5.5% shares
Sold out
- AXP American Express Co Comwas 0.0%
- DD Dupont de Nemourswas 0.0%
- IJH Ishares Trwas 0.0%
- PM Philip Morris Intl Inc Comwas 0.0%
- TFC Truist Financial Ord Shswas 0.0%
- SPTM Spdr Series Trustwas 0.0%
- MO Altria Group Incwas 0.0%
- DUK Duke Energywas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.1% /yr
- S&P 500 +20.1%
- 3 years
- +10.4% /yr
- S&P 500 +20.4%
- 5 years
- +5.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $236.5M | 21 |
| Q1 2026 | $223.2M | 31 |
| Q4 2025 | $222.9M | 23 |
| Q3 2025 | $218.2M | 22 |
| Q2 2025 | $211.7M | 22 |
| Q1 2025 | $191.8M | 22 |
| Q4 2024 | $202.7M | 22 |
| Q3 2024 | $204.1M | 22 |
| Q2 2024 | $197.6M | 22 |
| Q1 2024 | $190.7M | 22 |
| Q4 2023 | $182.8M | 22 |
| Q3 2023 | $167.5M | 22 |
Questions about Ironwood Wealth Management, Inc.'s portfolio
What stocks does Ironwood Wealth Management, Inc. own?
Ironwood Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 21 positions worth $236.5M. The largest are Invesco Exch Traded Fd Tr II (BKLN) at 10.9%, J P Morgan Exchange Traded Fd (JPST) at 10.5%, Pgim Ultra Short Bond ETF (PULS) at 9.2%, Ishares Tr (IUSV) at 9.1% and Ishares Core S&p Small Cap ETF (IJR) at 9.0%.
What did Ironwood Wealth Management, Inc. buy last quarter?
In Q2 2026, Ironwood Wealth Management, Inc. added a new position in Dupont de Nemours Inc (DD), Spdr Series Trust (SJNK) (+8.0% shares), Invesco Exch Traded Fd Tr II (BKLN) (+7.8% shares) and J P Morgan Exchange Traded Fd (JPST) (+5.7% shares), compared with its Q1 2026 filing.
What did Ironwood Wealth Management, Inc. sell last quarter?
In Q2 2026, Ironwood Wealth Management, Inc. sold all of American Express Co Com (AXP), sold all of Dupont de Nemours (DD), sold all of Ishares Tr (IJH), sold all of Philip Morris Intl Inc Com (PM), sold all of Truist Financial Ord Shs (TFC), Ishares Tr (IVLU) (-10.1% shares), State Street Energy Select Sector Spdr E (XLE) (-9.4% shares) and Select Sector Spdr Tr (XLI) (-6.2% shares), compared with its Q1 2026 filing.
How has Ironwood Wealth Management, Inc.'s portfolio performed?
A portfolio copying Ironwood Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.1% against +20.1%. Over 5 years: +5.0% a year against +11.6%.
When is Ironwood Wealth Management, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Ironwood Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Ironwood Wealth Management, Inc. manage?
Ironwood Wealth Management, Inc. reported $233.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $236.5M.