Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IRONWOOD WEALTH MANAGEMENT, INC. (CIK 1844821) reported $223.2M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKLN ($24.1M, 10.79%), JPST ($23.5M, 10.55%), PULS ($20.8M, 9.34%), IUSV ($20.3M, 9.08%), IJR ($20.2M, 9.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | $24.1M | 10.79% | 1.2M | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $23.5M | 10.55% | 466,293 | Added |
| 3 | PULS | PGIM ETF TR | $20.8M | 9.34% | 420,392 | Added |
| 4 | IUSV | ISHARES TR | $20.3M | 9.08% | 192,555 | Trimmed |
| 5 | IJR | ISHARES TR | $20.2M | 9.06% | 154,651 | Trimmed |
| 6 | IVV | ISHARES TR | $16.8M | 7.52% | 24,563 | Trimmed |
| 7 | IVE | ISHARES TR | $14.3M | 6.41% | 65,861 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $14.0M | 6.29% | 91,873 | Trimmed |
| 9 | USMV | ISHARES TR | $12.8M | 5.76% | 136,874 | Added |
| 10 | IUSG | ISHARES TR | $12.5M | 5.60% | 75,917 | Trimmed |
| 11 | IVLU | ISHARES TR | $10.7M | 4.78% | 256,501 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $9.2M | 4.14% | 64,987 | Trimmed |
| 13 | SJNK | SPDR SERIES TRUST | $8.2M | 3.69% | 328,129 | Added |
| 14 | XLI | SELECT SECTOR SPDR TR | $5.7M | 2.54% | 32,962 | Trimmed |
| 15 | XLE | SELECT SECTOR SPDR TR | $5.4M | 2.40% | 93,355 | Trimmed |
| 16 | XLF | SELECT SECTOR SPDR TR | $4.3M | 1.93% | 84,090 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $57,199 | 0.03% | 180 | Hold |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $44,723 | 0.02% | 936 | Hold |
| 19 | DD | DUPONT DE NEMOURS INC | $26,176 | 0.01% | 552 | Hold |
| 20 | IJH | ISHARES TR | $19,788 | 0.01% | 280 | New |
| 21 | DOW | DOW HLDGS INC | $20,999 | 0.01% | 552 | Hold |
| 22 | CTVA | CORTEVA INC | $22,060 | 0.01% | 264 | Hold |
| 23 | COP | CONOCOPHILLIPS | $24,694 | 0.01% | 200 | Hold |
| 24 | PM | PHILIP MORRIS INTL INC | $19,028 | 0.01% | 118 | New |
| 25 | SPTM | SPDR SERIES TRUST | $15,877 | 0.01% | 192 | New |
Source: SEC Form 13F filings · as of 2026-03-31