IRONWOOD WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Hurricane, WV
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$222,922
Net value change ($000)
+4,754 (2.2%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJR 1,128 6.0%
IUSV 935 4.8%
IVLU 686 7.2%
IVE 674 4.9%
VYM 597 4.6%
XLE 322 7.8%
XLI 280 5.5%
IUSG 279 2.2%
XLF 218 4.9%
IVV 129 0.8%
Top Reduces (Value $000, Stocks/ETFs)
PULS -283 -1.3%
JPST -220 -0.9%
AXP -51 -42.9%
USMV -48 -0.4%
DD -17 -41.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type