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IRONWOOD WEALTH MANAGEMENT, INC.
hedge fundUpdated 22 days agoManaged by Ironwood Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$237.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $222.9M |
| Q1 2026 | $223.2M |
| Q2 2026 | $236.5M |
| Q3 2026 | $237.1M |
Top holdings
29 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $26M | 1.27M | 10.95% | Added(+0.4%) | |
| 2 | $24.8M | 493.2K | 10.46% | Added(+0.1%) | |
| 3 | $21.7M | 439.4K | 9.17% | Trimmed(-0.1%) | |
| 4 | $21.5M | 191.6K | 9.07% | Trimmed(-0.6%) | |
| 5 | $19.8M | 144.0K | 8.34% | Trimmed(-1.4%) | |
| 6 | $18.6M | 24.0K | 7.86% | Trimmed(-0.8%) | |
| 7 | $15.3M | 65.8K | 6.44% | Trimmed(-0.3%) | |
| 8 | $14.7M | 75.0K | 6.21% | Trimmed(-0.3%) | |
| 9 | $14.4M | 91.3K | 6.09% | Trimmed(-0.3%) | |
| 10 | $14.2M | 142.0K | 5.99% | Added(+0.4%) | |
| 11 | $12.1M | 60.9K | 5.08% | Trimmed(-2.4%) | |
| 12 | $9.7M | 230.7K | 4.11% | Added(+0.1%) | |
| 13 | $8.6M | 356.6K | 3.64% | Added(+0.7%) | |
| 14 | $5.5M | 84.6K | 2.33% | Trimmed(-0.0%) | |
| 15 | $5.2M | 31.0K | 2.20% | Added(+0.2%) | |
| 16 | $4.6M | 85.7K | 1.96% | Added(+0.3%) | |
| 17 | $43K | 936 | 0.02% | Unchanged | |
| 18 | $34K | 100 | 0.01% | — | |
| 19 | $27K | 200 | 0.01% | Unchanged | |
| 20 | $25K | 191 | 0.01% | Added(+3.8%) |