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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.27B
$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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