13F-HR filed by IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 19:49:48 UTC, with 29 holding rows worth $237,060,385.
- Accession
- 0001844821-26-000005
- Filer
- CIK 1844821
- Filed
- 2026-10-14
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 29 entries on the cover page, a total value of $237,060,385 stated on the cover page (in dollars after the unit check, H1), rows summing to $237,060,385 with VALUE read as dollars as filed, 13F file number 028-20617. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 1,267,369 | $25,968,391 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 493,206 | $24,793,466 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 439,372 | $21,748,914 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 191,562 | $21,497,088 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 144,049 | $19,779,369 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 23,963 | $18,625,722 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 65,790 | $15,275,123 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 75,042 | $14,728,494 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 91,293 | $14,447,118 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 141,996 | $14,202,440 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 60,949 | $12,054,494 | dollars as filed | |
| IVLU | 46435G409 | COM | 230,700 | $9,733,233 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 356,649 | $8,623,773 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 84,579 | $5,517,934 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 30,969 | $5,215,180 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 85,722 | $4,648,705 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 936 | $43,384 | dollars as filed | |
| Apple Inc | 037833100 | COM | 100 | $34,042 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 200 | $26,838 | dollars as filed | |
| DUPONT DE NEMOURS INC COMMON STOCK | 26614N201 | Stock | 191 | $25,304 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 27 | $21,497 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 552 | $15,782 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 42 | $8,375 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 30 | $7,695 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 30 | $4,518 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 25 | $4,213 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 32 | $4,107 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 285 | $3,919 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 10 | $1,267 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844821-26-000005 | this filing | 2026-10-14 |