Ironwood Wealth Management, Llc. Portfolio Holdings

Ironwood Wealth Management, Llc.

  • $291 Million
  • Q3 2025

Ironwood Wealth Management, Llc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $47.2M, Vanguard Long Term Treasury Et with a value of $43M, Ishares Barclays with a value of $39.7M, Ishares Core S&P 500 ETF with a value of $38.8M, and Ishares Inc with a value of $32.7M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $271M to 291M.

Below you can find more details about Ironwood Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $291 Million
Healthcare: $4,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.2 Million 16.25% of portfolio
540,937
Q3 2025 Reduced 5.31%
$0
$43 Million 14.8% of portfolio
756,176
Q3 2025 Added 9.48%
$0
$39.7 Million 13.66% of portfolio
411,397
Q3 2025 Added 4.63%
$0
$38.8 Million 13.36% of portfolio
57,990
Q3 2025 Reduced 0.18%
$0
$32.7 Million 11.26% of portfolio
610,090
Q3 2025 Added 39.52%
$0
$20 Million 6.87% of portfolio
1,020,325
Q3 2025 Added 4.04%
$0
$12.5 Million 4.29% of portfolio
190,992
Q3 2025 Reduced 1.0%
$0
$10.5 Million 3.62% of portfolio
88,489
Q3 2025 Added 9.7%
$0
$7.41 Million 2.55% of portfolio
173,257
Q3 2025 Reduced 11.02%
$0
$4.61 Million 1.59% of portfolio
43,311
Q3 2025 Added 38.36%
$0
$4.54 Million 1.56% of portfolio
172,432
Q3 2025 Reduced 9.86%
$0
$3.22 Million 1.11% of portfolio
99,790
Q3 2025 Added 9.46%
$0
$3.21 Million 1.1% of portfolio
68,548
Q3 2025 Reduced 7.48%
$0
$2.86 Million 0.98% of portfolio
26,777
Q3 2025 Reduced 29.38%
$0
$2.71 Million 0.93% of portfolio
105,270
Q3 2025 Reduced 13.43%
$0
$2.59 Million 0.89% of portfolio
55,901
Q3 2025 Reduced 4.34%
$0
$1.75 Million 0.6% of portfolio
74,989
Q3 2025 Reduced 5.7%
$0
$1.53 Million 0.53% of portfolio
2,300
Q3 2025 Reduced 8.44%
$0
$1.53 Million 0.53% of portfolio
56,908
Q3 2025 Reduced 39.17%
$0
$1.25 Million 0.43% of portfolio
37,578
Q3 2025 Reduced 7.98%
$0
$1.1 Million 0.38% of portfolio
11,743
Q3 2025 Reduced 13.17%
$0
$973,000 0.33% of portfolio
32,860
Q3 2025 Reduced 9.75%
$0
$871,000 0.3% of portfolio
10,500
Q3 2025 Added 11.09%
$0
$613,000 0.21% of portfolio
1,620
Q3 2025 Reduced 15.84%
$0
$500,000 0.17% of portfolio
8,750
Q3 2025 Reduced 0.96%
$0
$387,000 0.13% of portfolio
7,160
Q3 2025 Reduced 0.72%
$0
$384,000 0.13% of portfolio
3,987
Q3 2025 Reduced 0.28%
$0
$350,000 0.12% of portfolio
572
Q3 2025 Added 9.58%
$0
$329,000 0.11% of portfolio
1,122
Q3 2025 Added 0.36%
$0
$267,000 0.09% of portfolio
1,934
Q3 2025 Added 14.85%
$0
$259,000 0.09% of portfolio
790
Q3 2025 Added 0.25%
$0
$90,000 0.03% of portfolio
1,507
Q3 2025 Reduced 6.75%
$0
$93,000 0.03% of portfolio
368
Q3 2025 Added 0.55%
$0
$80,000 0.03% of portfolio
3,859
Q3 2025 Added 1.26%
$0
$41,000 0.01% of portfolio
912
Q2 2025 Reduced 79.71%
$0
$21,000 0.01% of portfolio
1,038
Q3 2025 Reduced 92.71%
$0
$40,000 0.01% of portfolio
428
Q4 2024 New
$0
$12,000 0.0% of portfolio
123
Q3 2025 Added 1.65%
$0
$3,000 0.0% of portfolio
73
Q3 2025 Reduced 8.75%
$2.41B
$4,000 0.0% of portfolio
390
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $291 Million
  • Prior Value $271 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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