Ironwood Wealth Management, LLC.
All 13F Filings
- Location
- Chandler, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 463,388
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 50 | 463,388 | 13F-HR | Ironwood Wealth Management, LLC. |
| Q2 2026 | 7/30/2026 | 55 | 451,233 | 13F-HR | Ironwood Wealth Management, LLC. |
| Q1 2026 | 4/23/2026 | 47 | 348,705 | 13F-HR | Ironwood Wealth Management, LLC. |
| Q4 2025 | 2/2/2026 | 47 | 340,129 | 13F-HR | Ironwood Wealth Management, LLC. |
| Q3 2025 | 10/27/2025 | 41 | 298,414 | 13F-HR | Ironwood Wealth Management, LLC. |
| Q2 2025 | 8/6/2025 | 42 | 273,955 | 13F-HR | Ironwood Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.385 K | 0.3% | 1.381 K | 0 | 1.381 K |
| ETFs | 462 K | 99.7% | 10.78 K | 0 | 10.78 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
463,388
Holdings
50
QoQ value change ($000)
12,155
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.