Ironwood Wealth Management

Ironwood Financial as of Dec. 31, 2025

Portfolio Holdings for Ironwood Financial

Ironwood Financial holds 166 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.5 $74M 106k 698.23
Apple (AAPL) 6.9 $41M 156k 260.25
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $25M 367k 69.22
Ishares Tr S&p 500 Val Etf (IVE) 3.6 $21M 98k 217.23
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $19M 149k 125.09
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $17M 132k 126.54
Ishares Msci Equal Weite (EUSA) 2.2 $13M 121k 106.72
Ishares Tr Ibonds Dec 29 (IBDU) 2.1 $13M 537k 23.41
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $13M 37k 343.03
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $12M 533k 22.06
Ishares Tr Ibonds Dec 2031 (IBDW) 2.0 $12M 545k 21.14
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.8 $11M 512k 20.59
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.8 $10M 524k 19.74
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.7 $10M 427k 23.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $9.1M 46k 197.78
Vanguard Index Fds Large Cap Etf (VV) 1.5 $9.1M 28k 320.62
Ishares Tr Ibonds Dec 2032 (IBDX) 1.5 $9.1M 356k 25.52
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.5 $8.8M 451k 19.58
Ishares Tr Msci Eafe Etf (EFA) 1.4 $8.4M 85k 99.41
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.4 $8.4M 370k 22.66
Ishares Tr Ibonds 28 Tr Hi (IBHH) 1.4 $8.2M 346k 23.74
Ishares Tr Ibonds Dec2026 (IBDR) 1.4 $8.2M 337k 24.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $7.8M 51k 152.06
Amazon (AMZN) 1.3 $7.7M 31k 246.47
Alphabet Cap Stk Cl A (GOOGL) 1.1 $6.7M 20k 331.86
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $6.6M 55k 119.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $6.5M 101k 64.92
Ishares Tr Ibonds 27 Etf (IBDS) 1.1 $6.3M 261k 24.28
Alphabet Cap Stk Cl C (GOOG) 1.1 $6.3M 19k 332.72
Microsoft Corporation (MSFT) 1.0 $6.1M 13k 477.19
Ishares Tr Ibds Dec28 Etf (IBDT) 1.0 $5.7M 225k 25.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $5.7M 39k 145.24
Eli Lilly & Co. (LLY) 1.0 $5.6M 5.2k 1081.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $5.6M 41k 137.48
Ishares Tr Select Divid Etf (DVY) 0.9 $5.1M 35k 145.29
JPMorgan Chase & Co. (JPM) 0.9 $5.1M 16k 324.50
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.5M 45k 100.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $4.3M 6.9k 627.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $4.1M 51k 81.04
AmerisourceBergen (COR) 0.7 $4.1M 12k 342.16
Costco Wholesale Corporation (COST) 0.6 $3.6M 3.8k 943.03
Ishares Tr Ibonds 2027 Term (IBHG) 0.6 $3.5M 155k 22.34
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $3.4M 33k 101.85
International Business Machines (IBM) 0.6 $3.3M 11k 312.18
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $3.2M 41k 76.67
Vanguard Index Fds Growth Etf (VUG) 0.5 $3.2M 6.4k 492.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.1M 4.5k 695.15
Vanguard Index Fds Value Etf (VTV) 0.5 $3.0M 15k 196.90
Ishares Tr Ibonds 2026 Term (IBHF) 0.5 $2.9M 125k 23.09
Intuit (INTU) 0.5 $2.8M 4.3k 635.44
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $2.7M 145k 18.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $2.7M 24k 110.51
Ishares Tr Core High Dv Etf (HDV) 0.4 $2.5M 20k 123.97
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.4 $2.4M 107k 22.07
Raytheon Technologies Corp (RTX) 0.4 $2.3M 12k 193.86
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.2M 7.5k 299.18
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.4 $2.1M 89k 23.73
Johnson & Johnson (JNJ) 0.4 $2.1M 9.9k 209.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.1M 65k 31.72
Lowe's Companies (LOW) 0.3 $2.0M 7.4k 270.89
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.0M 7.2k 272.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.9M 4.0k 477.24
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.9M 17k 106.86
Amgen (AMGN) 0.3 $1.9M 5.7k 325.54
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.8M 12k 148.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.8M 5.1k 344.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.7M 62k 27.47
Home Depot (HD) 0.3 $1.7M 4.5k 374.91
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.6M 8.8k 183.30
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $1.6M 29k 55.29
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $1.5M 91k 16.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.5M 4.8k 321.91
McDonald's Corporation (MCD) 0.3 $1.5M 4.9k 306.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.3M 45k 30.16
NVIDIA Corporation (NVDA) 0.2 $1.3M 7.1k 184.94
Zions Bancorporation (ZION) 0.2 $1.2M 21k 59.36
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.2M 4.1k 286.48
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.1M 25k 46.34
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.1M 15k 73.50
Wal-Mart Stores (WMT) 0.2 $1.1M 9.1k 117.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 43k 25.02
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.2 $1.1M 10k 103.53
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $1.1M 3.2k 330.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.0M 38k 26.84
Charles Schwab Corporation (SCHW) 0.2 $999k 9.8k 101.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $914k 32k 28.50
Spdr Series Trust State Street Spd (SPYV) 0.2 $906k 16k 58.17
Ishares Tr Global Tech Etf (IXN) 0.2 $891k 8.3k 107.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $870k 1.4k 639.16
Oracle Corporation (ORCL) 0.1 $862k 4.2k 204.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $850k 28k 30.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $835k 8.3k 100.12
Pfizer (PFE) 0.1 $827k 33k 25.27
Ishares Tr Russell 2000 Etf (IWM) 0.1 $799k 3.1k 261.47
Honeywell International (HON) 0.1 $784k 3.8k 208.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $781k 1.6k 498.56
Yum! Brands (YUM) 0.1 $761k 4.9k 156.92
Ishares Tr U.s. Finls Etf (IYF) 0.1 $742k 5.7k 131.07
Ishares Tr U.s. Energy Etf (IYE) 0.1 $740k 15k 49.07
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $728k 14k 51.14
Lockheed Martin Corporation (LMT) 0.1 $722k 1.3k 551.24
Boeing Company (BA) 0.1 $688k 2.9k 239.81
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $675k 17k 39.94
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $674k 8.9k 75.79
Abbvie (ABBV) 0.1 $671k 3.1k 220.04
Snap-on Incorporated (SNA) 0.1 $670k 1.9k 358.14
Biogen Idec (BIIB) 0.1 $656k 3.5k 185.63
Ishares Tr Core Msci Eafe (IEFA) 0.1 $609k 6.6k 92.68
Ishares Silver Tr Ishares (SLV) 0.1 $597k 7.7k 77.23
Merck & Co (MRK) 0.1 $589k 5.4k 109.20
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $529k 32k 16.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $517k 16k 32.91
Bristol Myers Squibb (BMY) 0.1 $509k 9.1k 55.77
Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.1 $491k 7.9k 61.81
Spdr Series Trust State Street Spd (SPLG) 0.1 $489k 6.0k 81.80
Spdr Gold Tr Gold Shs (GLD) 0.1 $480k 1.1k 422.23
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $469k 4.0k 116.76
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $438k 9.1k 48.28
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $430k 4.6k 93.32
Comcast Corp Cl A (CMCSA) 0.1 $429k 15k 29.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $427k 7.4k 57.94
Tesla Motors (TSLA) 0.1 $420k 936.00 448.96
Vanguard World Inf Tech Etf (VGT) 0.1 $413k 540.00 765.51
Maplebear (CART) 0.1 $400k 9.5k 41.91
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $382k 18k 21.61
Spdr Series Trust State Street Spd (SPYG) 0.1 $377k 3.5k 108.29
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $375k 6.7k 55.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $362k 1.6k 225.56
Walt Disney Company (DIS) 0.1 $361k 3.2k 112.82
Ishares Tr Expanded Tech (IGV) 0.1 $359k 3.4k 105.35
Ishares Tr Us Aer Def Etf (ITA) 0.1 $354k 1.5k 236.58
Abbott Laboratories (ABT) 0.1 $344k 2.8k 124.64
Stryker Corporation (SYK) 0.1 $339k 939.00 361.37
Spdr Series Trust State Street Spd (SPYX) 0.1 $336k 5.9k 57.25
Select Sector Spdr Tr State Street Con (XLY) 0.1 $329k 2.6k 124.52
Spdr Series Trust State Street Spd (SPMD) 0.1 $313k 5.2k 60.74
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $313k 9.9k 31.62
Meta Platforms Cl A (META) 0.1 $310k 482.00 642.49
Cigna Corp (CI) 0.1 $307k 1.1k 276.02
Select Sector Spdr Tr State Street Com (XLC) 0.1 $296k 2.5k 117.55
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $293k 8.8k 33.51
Occidental Petroleum Corporation (OXY) 0.0 $289k 6.8k 42.72
Ishares U S Etf Tr Us Consumer Foc (IEDI) 0.0 $289k 4.9k 58.32
Wells Fargo & Company (WFC) 0.0 $282k 3.0k 94.96
Ishares Tr Europe Etf (IEV) 0.0 $277k 3.9k 70.66
Advanced Micro Devices (AMD) 0.0 $271k 1.3k 207.69
Spdr Series Trust State Street Spd (SPSM) 0.0 $266k 5.4k 49.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $265k 6.5k 40.71
Visa Com Cl A (V) 0.0 $264k 768.00 343.20
Intel Corporation (INTC) 0.0 $258k 5.9k 44.06
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $258k 999.00 258.22
Pepsi (PEP) 0.0 $255k 1.8k 141.36
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $253k 1.8k 143.06
GSK Sponsored Adr (GSK) 0.0 $251k 5.0k 50.39
Omega Healthcare Investors (OHI) 0.0 $248k 5.6k 44.44
American Homes 4 Rent Cl A (AMH) 0.0 $245k 7.9k 31.01
Markel Corporation (MKL) 0.0 $242k 114.00 2119.42
Travelers Companies (TRV) 0.0 $241k 860.00 280.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $228k 3.7k 62.37
PriceSmart (PSMT) 0.0 $226k 1.7k 135.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $218k 6.3k 34.36
Yum China Holdings (YUMC) 0.0 $218k 4.5k 48.64
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $217k 12k 17.66
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $216k 8.2k 26.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $208k 4.5k 46.16
Ishares Tr Core 60/40 Balan (AOR) 0.0 $205k 3.1k 66.21