Ironwood Wealth Management
Ironwood Wealth Management reported 29 stocks worth $237M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BKLN (10.9%), JPST (10.5%) and PULS (9.2%). Compared with Q2 2026, the fund opened new positions in AAPL, CAT and COF, added to BKLN, USMV and SJNK and trimmed IUSV, IJR and IVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BKLN Invesco Exch Traded FD TR II | $26M | 10.9% | 1.3M | +4,536 (+0%) | 8 of 8 | |
| 2 |  JPST J P Morgan Exchange Traded F | $24.8M | 10.5% | 493K | No change | 8 of 8 | |
| 3 |  PULS Pgim ETF TR | $21.7M | 9.2% | 439K | No change | 8 of 8 | |
| 4 |  IUSV Ishares TR | $21.5M | 9.1% | 192K | −1,213 (−1%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $19.8M | 8.3% | 144K | −2,023 (−1%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $18.6M | 7.9% | 24K | −185 (−1%) | 8 of 8 | |
| 7 |  IVE Ishares TR | $15.3M | 6.4% | 66K | −205 (−0%) | 8 of 8 | |
| 8 |  IUSG Ishares TR | $14.7M | 6.2% | 75K | −260 (−0%) | 8 of 8 | |
| 9 |  VYM Vanguard Whitehall Fds | $14.4M | 6.1% | 91K | −297 (−0%) | 8 of 8 | |
| 10 |  USMV Ishares TR | $14.2M | 6.0% | 142K | +597 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ironwood Wealth Management 13F FAQ
What does Ironwood Wealth Management own?
Ironwood Wealth Management reported 29 stocks worth $237M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BKLN (10.9%), JPST (10.5%) and PULS (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did Ironwood Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 7 added to, 7 trimmed and 0 sold out. New positions include AAPL, CAT and COF.
When will Ironwood Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ironwood Wealth Management's portfolio worth?
The Q3 2026 filing reports $237M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.