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Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio

$237Million | No. of Holdings #29

IRONWOOD WEALTH MANAGEMENT, INC. Performance

2026 Q3+0.50%
YTD+6.25%
2025+16.01%

About IRONWOOD WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $237.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 10.9% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.5% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and VANGUARD WHITEHALL FDS (VIGI). IRONWOOD WEALTH MANAGEMENT, INC. opened new stock positions in APPLE INC (AAPL), CATERPILLAR INC (CAT) and CAPITAL ONE FINL CORP (COF). The fund showed a lot of confidence in some stocks as they added substantially to CORTEVA INC (CTVA), DUPONT DE NEMOURS INC (DD) and SPDR SERIES TRUST (BIL).
IRONWOOD WEALTH MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$237Million
  as of Oct 14, 2026

IRONWOOD WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that IRONWOOD WEALTH MANAGEMENT, INC. made a return of 0.5% in the last quarter. In trailing 12 months, it's portfolio return was 14.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
apple inc34,042
caterpillar inc21,497
capital one finl corp8,375
johnson & johnson7,695
procter & gamble co4,518
exxonmobil holdings corp4,213
pepsico inc4,107
qnity electronics inc1,267
New stocks bought by IRONWOOD WEALTH MANAGEMENT, INC.

Additions

Ticker% Inc.
corteva inc7.95
dupont de nemours inc3.8
spdr series trust0.68
ishares tr0.42
invesco exch traded fd tr ii0.36
select sector spdr tr0.32
select sector spdr tr0.16
ishares tr0.08
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.

Reductions

Ticker% Reduced
select sector spdr tr-2.39
ishares tr-1.38
ishares tr-0.77
ishares tr-0.63
ishares tr-0.35
vanguard whitehall fds-0.32
ishares tr-0.31
pgim etf tr-0.09
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by IRONWOOD WEALTH MANAGEMENT, INC.

Sector Distribution

IRONWOOD WEALTH MANAGEMENT, INC. has about 93.9% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others93.9
Utilities6

Market Cap. Distribution

IRONWOOD WEALTH MANAGEMENT, INC. has about 6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.9
MEGA-CAP6

Stocks belong to which Index?

About 6% of the stocks held by IRONWOOD WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others93.9
RUSSELL 20006
Top 5 Winners (%)%
COP
conocophillips
24.2 %
XLB
select sector spdr tr
19.0 %
VZ
verizon communications inc
9.7 %
XLB
select sector spdr tr
6.6 %
IJR
ishares tr
4.2 %
Top 5 Winners ($)$
XLB
select sector spdr tr
0.9 M
XLB
select sector spdr tr
0.8 M
IJR
ishares tr
0.6 M
IJR
ishares tr
0.5 M
AMPS
ishares tr
0.3 M
Top 5 Losers (%)%
CTVA
corteva inc
-83.1 %
XLB
select sector spdr tr
-7.0 %
IJR
ishares tr
-5.6 %
BIL
spdr series trust
-3.0 %
XLB
select sector spdr tr
-2.4 %
Top 5 Losers ($)$
IJR
ishares tr
-1.2 M
XLB
select sector spdr tr
-0.4 M
BIL
spdr series trust
-0.3 M
VIGI
vanguard whitehall fds
-0.2 M
XLB
select sector spdr tr
-0.1 M

IRONWOOD WEALTH MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IRONWOOD WEALTH MANAGEMENT, INC.

IRONWOOD WEALTH MANAGEMENT, INC. has 29 stocks in it's portfolio. About 80.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for IRONWOOD WEALTH MANAGEMENT, INC. last quarter.

$237.06MTotal Value
29.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of IRONWOOD WEALTH MANAGEMENT, INC., last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGT
Ishares Tr

Ishares Tr

AGT
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
4.11%230,700
$9.73M
4.11%
increased 0.08 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Invesco Exch Traded Fd Tr Ii over time
10.95%1,267,370
$25.97M
10.95%
increased 0.36 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in J P Morgan Exchange Traded F over time
10.46%493,206
$24.79M
10.46%
increased 0.05 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Spdr Series Trust over time
3.64%356,649
$8.62M
3.64%
increased 0.68 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
9.07%191,562
$21.50M
9.07%
decreased 0.63 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
8.34%144,049
$19.78M
8.34%
decreased 1.38 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
7.86%23,963
$18.63M
7.86%
decreased 0.77 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
6.44%65,790
$15.28M
6.44%
decreased 0.31 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
6.21%75,042
$14.73M
6.21%
decreased 0.35 percentreduced
PAB
Pgim Etf Tr

Pgim Etf Tr

PAB
IRONWOOD WEALTH MANAGEMENT, INC.'s holding in Pgim Etf Tr over time
9.17%439,372
$21.75M
9.17%
decreased 0.09 percentreduced