IRONWOOD WEALTH MANAGEMENT INC
Q3 2026 Form 13-F
HURRICANE, WEST VIRGINIA
CIK 0001844821
· CRD 128699
· SEC-registered investment adviser
$237.1M Reported Value Total
IRONWOOD WEALTH MANAGEMENT, INC. reports 676 total accounts under management (AUM). There are 676 discretionary accounts valued at $233,131,125, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-08
Reported value
$237.1M
Quarter over quarter
-0.3%
Holdings
29
Top-10 concentration
80.6%
Key People
Form ADV owners & control persons
John David Williams
PRESIDENT/CHIEF COMPLIANCE OFFICER
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 14, 2026 |
| Form | 13F-HR |
| Reported value | $237.1M |
| Positions | 29 |
| Change in reported value | +0.2% |
| New positions | 8 |
| Exited positions | 0 |
| Position turnover | 27.6% |
| Top-10 concentration | 80.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
29 | $237.1M |
|
Q2 2026 13F
Filed Jul 14, 2026
|
21 | $236.5M |
|
Q1 2026 13F
Filed Apr 13, 2026
|
31 | $223.2M |
|
Q4 2025 13F
Filed Jan 14, 2026
|
23 | $222.9M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
22 | $218.2M |
|
Q2 2025 13F
Filed Jul 16, 2025
|
22 | $211.7M |
|
Q1 2025 13F
Filed Apr 14, 2025
|
22 | $191.8M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
22 | $202.7M |
|
Q3 2024 13F
Filed Oct 7, 2024
|
22 | $204.1M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
22 | $197.6M |
|
Q1 2024 13F
Filed Apr 12, 2024
|
22 | $190.7M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
22 | $182.8M |
|
Q3 2023 13F
Filed Oct 18, 2023
|
22 | $167.5M |
|
Q2 2023 13F
Filed Jul 10, 2023
|
23 | $171.7M |
|
Q1 2023 13F
Filed Apr 10, 2023
|
24 | $167.7M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
24 | $170.8M |
|
Q3 2022 13F
Filed Oct 19, 2022
|
23 | $139.1M |
|
Q2 2022 13F
Filed Jul 21, 2022
|
22 | $145.7M |
|
Q1 2022 13F
Filed Apr 21, 2022
|
21 | $138.6M |
|
Q4 2021 13F
Filed Jan 18, 2022
|
23 | $142.9M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BKLN INVESCO EXCH TRADED FD TR II | $26.0M | 10.95% |
| 2 | JPST J P MORGAN EXCHANGE TRADED F | $24.8M | 10.46% |
| 3 | PULS PGIM ETF TR | $21.7M | 9.17% |
| 4 | IUSV ISHARES TR | $21.5M | 9.07% |
| 5 | IJR ISHARES TR | $19.8M | 8.34% |
| 6 | IVV ISHARES TR | $18.6M | 7.86% |
| 7 | IVE ISHARES TR | $15.3M | 6.44% |
| 8 | IUSG ISHARES TR | $14.7M | 6.21% |
| 9 | VYM VANGUARD WHITEHALL FDS | $14.4M | 6.09% |
| 10 | USMV ISHARES TR | $14.2M | 5.99% |
| 11 | XLK SELECT SECTOR SPDR TR | $12.1M | 5.08% |
| 12 | IVLU ISHARES TR | $9.7M | 4.11% |
| 13 | SJNK SPDR SERIES TRUST | $8.6M | 3.64% |
| 14 | XLE SELECT SECTOR SPDR TR | $5.5M | 2.33% |
| 15 | XLI SELECT SECTOR SPDR TR | $5.2M | 2.2% |
| 16 | XLF SELECT SECTOR SPDR TR | $4.6M | 1.96% |
| 17 | VZ VERIZON COMMUNICATIONS INC | $43.4K | 0.02% |
| 18 | AAPL APPLE INC | $34.0K | 0.01% |
| 19 | COP CONOCOPHILLIPS | $26.8K | 0.01% |
| 20 | DD DUPONT DE NEMOURS INC | $25.3K | 0.01% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.