Back to IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC.
Q3 2026 13F filing
Updated 22 days ago29 disclosed positions worth $237.1M
Portfolio value
$237.1M
Total holdings
29
New positions
8
Closed positions
0
Increased
9
Decreased
9
Turnover
27.6%
Filed
2026-10-14
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V INVESCO EXCH TRADED FD TR II | $26M | 1.27M | 10.95% | Added(+0.4%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $24.8M | 493.2K | 10.46% | Added(+0.1%) |
| 3 | O PGIM ETF TR | $21.7M | 439.4K | 9.17% | Trimmed(-0.1%) |
| 4 | E ISHARES TR | $21.5M | 191.6K | 9.07% | Trimmed(-0.6%) |
| 5 | E ISHARES TR | $19.8M | 144.0K | 8.34% | Trimmed(-1.4%) |
| 6 | E ISHARES TR | $18.6M | 24.0K | 7.86% | Trimmed(-0.8%) |
| 7 | E ISHARES TR | $15.3M | 65.8K | 6.44% | Trimmed(-0.3%) |
| 8 | I ISHARES TR | $14.7M | 75.0K | 6.21% | Trimmed(-0.3%) |
| 9 | V VANGUARD WHITEHALL FDS | $14.4M | 91.3K | 6.09% | Trimmed(-0.3%) |
| 10 | E ISHARES TR | $14.2M | 142.0K | 5.99% | Added(+0.4%) |
| 11 | S SELECT SECTOR SPDR TR | $12.1M | 60.9K | 5.08% | Trimmed(-2.4%) |
| 12 | E ISHARES TR | $9.7M | 230.7K | 4.11% | Added(+0.1%) |
| 13 | S SPDR SERIES TRUST | $8.6M | 356.6K | 3.64% | Added(+0.7%) |
| 14 | S SELECT SECTOR SPDR TR | $5.5M | 84.6K | 2.33% | Trimmed(-0.0%) |
| 15 | S SELECT SECTOR SPDR TR | $5.2M | 31.0K | 2.20% | Added(+0.2%) |
| 16 | S SELECT SECTOR SPDR TR | $4.6M | 85.7K | 1.96% | Added(+0.3%) |
| 17 | V VERIZON COMMUNICATIONS INC | $43K | 936 | 0.02% | Unchanged |
| 18 | A APPLE INC | $34K | 100 | 0.01% | — |
| 19 | C CONOCOPHILLIPS | $27K | 200 | 0.01% | Unchanged |
| 20 | D DUPONT DE NEMOURS INC | $25K | 191 | 0.01% | Added(+3.8%) |
| 21 | C CATERPILLAR INC | $21K | 27 | 0.01% | — |
| 22 | D DOW HLDGS INC | $16K | 552 | 0.01% | Unchanged |
| 23 | C CAPITAL ONE FINL CORP | $8K | 42 | 0.00% | — |
| 24 | J JOHNSON & JOHNSON | $8K | 30 | 0.00% | — |
| 25 | P PROCTER & GAMBLE CO | $5K | 30 | 0.00% | — |
| 26 | X EXXONMOBIL HOLDINGS CORP | $4K | 25 | 0.00% | — |
| 27 | P PEPSICO INC | $4K | 32 | 0.00% | — |
| 28 | C CORTEVA INC | $4K | 285 | 0.00% | Added(+8.0%) |
| 29 | Q QNITY ELECTRONICS INC | $1K | 10 | 0.00% | — |