Ironwood Wealth Management, LLC.
Strategy in plain words
auto-generated from filingsIronwood Wealth Management, LLC. is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $348.7M US long book across 47 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE MSCI EAFE ETF, VANGUARD LONG-TERM TREASURY, ISHARES CORE MSCI EMERGING, ISHARES CORE S&P 500 ETF, ISHARES 7-10 YEAR TREASURY B.
Over the last 9 quarters its long book ran on average 1.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Ironwood Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XRAY DENTSPLY SIRONA INC | Healthcare | 390 | $5K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 47 | $348.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 47 | $340.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 41 | $298.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 42 | $274.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 42 | $325.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 45 | $322.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 8, 2024 | 44 | $332.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 44 | $306.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 17, 2024 | 44 | $308.4M | canonical | SEC ↗ |