Ironwood Financial, llc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Ironwood Financial, llc reported 166 stock positions worth $589.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.5% of the portfolio, followed by Apple (AAPL, 6.9%) and iShares Core S&P Midcap ETF (IJH, 4.3%). Compared with Q3 2025, it opened 7 new positions, sold out of 7, added to 53 and reduced 74. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001630360
- Portfolio Value
- $589.6M (Q4 2025)
- SEC Filing
- 0001630360-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 166 stocks · $589.6M
| IVV iShares Core S&P 500 ETF | 12.52% | 105,716 | $73.8M | Reduce -1.4% |
| AAPL Apple Inc. | 6.89% | 156,075 | $40.6M | Reduce -4.6% |
| IJH iShares Core S&P Midcap ETF | 4.31% | 367,127 | $25.4M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 3.61% | 97,922 | $21.3M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 3.15% | 148,474 | $18.6M | Reduce -8.5% |
| IJR iShares Core S&P Small-Cap E | 2.83% | 132,093 | $16.7M | Add +2.6% |
| EUSA iShares MSCI USA Equal Weigh | 2.19% | 120,848 | $12.9M | Reduce -6.3% |
| IBDU iShares Ibonds Dec 2029 Term | 2.13% | 537,151 | $12.6M | Add +7.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.13% | 36,565 | $12.5M | Add +4.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.99% | 533,013 | $11.8M | Add +7.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.96% | 545,326 | $11.5M | Add +10.5% |
| BSCS Invesco Bulletshares 2028 CB | 1.79% | 512,096 | $10.5M | Reduce -1.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.75% | 524,036 | $10.3M | Reduce -1.4% |
| BSJQ Invesco Bulletshares 2026 HY | 1.69% | 426,770 | $10.0M | Reduce -9.6% |
| RSP Invesco S&P 500 Equal Weight | 1.54% | 46,015 | $9.1M | Add +8.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.54% | 28,362 | $9.1M | Add +3.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.54% | 355,922 | $9.1M | Add +15.9% |
| BSCQ Invesco Bulletshares 2026 CB | 1.50% | 450,900 | $8.8M | Reduce -6.8% |
| EFA iShares MSCI Eafe ETF | 1.43% | 84,538 | $8.4M | Reduce -4.7% |
| BSJR Invesco Bulletshares 2027 HY | 1.42% | 370,330 | $8.4M | Reduce -1.9% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 1.39% | 346,107 | $8.2M | Add +13.0% |
| IBDR iShares Ibonds Dec 2026 Term | 1.38% | 336,465 | $8.2M | Add +21.8% |
| ITOT iShares Core S&P Total U.S. | 1.32% | 51,092 | $7.8M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 1.30% | 31,206 | $7.7M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.14% | 20,261 | $6.7M | Add +0.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.11% | 54,734 | $6.6M | Reduce -3.8% |
| VEA Vanguard Ftse Developed ETF | 1.11% | 100,658 | $6.5M | Add +2.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.08% | 261,413 | $6.3M | Add +30.7% |
| GOOG Alphabet Inc. Class C | 1.06% | 18,818 | $6.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.03% | 12,700 | $6.1M | Reduce -0.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.97% | 225,237 | $5.7M | Add +17.3% |
| VT Vanguard Tot World STK ETF | 0.97% | 39,439 | $5.7M | Add +10.7% |
| LLY Eli Lilly & Co. | 0.96% | 5,222 | $5.6M | Reduce -0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.95% | 40,911 | $5.6M | Reduce -4.7% |
| DVY iShares Select Dividend ETF | 0.86% | 35,013 | $5.1M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.86% | 15,582 | $5.1M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.76% | 44,612 | $4.5M | Reduce -6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 6,868 | $4.3M | Reduce -8.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.70% | 50,938 | $4.1M | Reduce -3.7% |
| COR Cencora Inc. | 0.69% | 11,882 | $4.1M | No change |
| COST Costco Wholesale Corp. | 0.60% | 3,777 | $3.6M | Reduce -1.5% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.59% | 154,545 | $3.5M | Add +18.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.58% | 33,404 | $3.4M | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 10,567 | $3.3M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 41,378 | $3.2M | Add +2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 6,440 | $3.2M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 4,466 | $3.1M | Reduce -8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.51% | 15,158 | $3.0M | Add +21.9% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.49% | 125,266 | $2.9M | Add +13.3% |
| INTU Intuit Inc. | 0.47% | 4,336 | $2.8M | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.46% | 145,283 | $2.7M | Add +0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.45% | 24,003 | $2.7M | Reduce -5.9% |
| HDV iShares Core High Dividend E | 0.43% | 20,236 | $2.5M | Add +3.9% |
| BSJS Invesco Bulletshares 2028 HY | 0.40% | 106,536 | $2.4M | Reduce -0.4% |
| RTX RTX Corp. | 0.40% | 12,063 | $2.3M | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 7,469 | $2.2M | Add +7.0% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.36% | 88,628 | $2.1M | Add +59.1% |
| JNJ Johnson & Johnson | 0.35% | 9,907 | $2.1M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 65,329 | $2.1M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 0.34% | 7,429 | $2.0M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.33% | 7,194 | $2.0M | Add +10.3% |
| IWF iShares Russell 1000 Growth | 0.32% | 3,971 | $1.9M | Reduce -7.2% |
| AVUV Avantis US Small Cap Value | 0.32% | 17,415 | $1.9M | Add +8.4% |
| AMGN Amgen Inc. | 0.31% | 5,688 | $1.9M | Reduce -0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.31% | 12,184 | $1.8M | Reduce -5.7% |
| IWO iShares Russell 2000 Growth | 0.30% | 5,141 | $1.8M | Reduce -11.2% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 61,547 | $1.7M | Reduce -3.6% |
| HD Home Depot Inc. | 0.28% | 4,466 | $1.7M | Reduce -0.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 8,811 | $1.6M | Add +9.9% |
| XLF SS Financial Select Sector | 0.27% | 29,050 | $1.6M | Reduce -12.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.26% | 91,094 | $1.5M | Add +1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 4,755 | $1.5M | Add +10.2% |
| MCD McDonald's Corp. | 0.25% | 4,875 | $1.5M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 44,755 | $1.3M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.22% | 7,103 | $1.3M | Add +0.3% |
| ZION Zions Bancorp NA | 0.21% | 20,568 | $1.2M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 4,083 | $1.2M | Add +8.1% |
| XLE SS Energy Select Sector | 0.19% | 24,732 | $1.1M | Add +13.9% |
| DFAS Dimensional US Small Cap ETF | 0.19% | 14,986 | $1.1M | No change |
| WMT Walmart Inc. | 0.18% | 9,097 | $1.1M | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 0.18% | 42,724 | $1.1M | Reduce -0.5% |
| IETC iShares U.S. Tech Independen | 0.18% | 10,264 | $1.1M | Reduce -4.0% |
| SOXX iShares Semiconductor ETF | 0.18% | 3,191 | $1.1M | Reduce -2.1% |
| SCHB Schwab US Broad Market ETF | 0.17% | 38,053 | $1.0M | Reduce -1.8% |
| SCHW Schwab (charles) Corp. | 0.17% | 9,803 | $999K | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 32,075 | $914K | Add +9.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.15% | 15,582 | $906K | Reduce -0.1% |
| IXN iShares Global Tech ETF | 0.15% | 8,269 | $891K | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,361 | $870K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.15% | 4,209 | $861K | Reduce -1.4% |
| SCHV Schwab US Large-Cap Value | 0.14% | 27,705 | $850K | Reduce -3.5% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 8,338 | $835K | Reduce -0.7% |
| PFE Pfizer Inc. | 0.14% | 32,722 | $827K | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.14% | 3,055 | $799K | Reduce -13.4% |
| HON Honeywell International Inc. | 0.13% | 3,760 | $784K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,566 | $781K | No change |
| YUM Yum! Brands Inc. | 0.13% | 4,851 | $761K | No change |
| IYF iShares US Financials ETF | 0.13% | 5,664 | $742K | Reduce -9.5% |
| IYE iShares U.S. Energy ETF | 0.13% | 15,075 | $740K | Reduce -2.1% |
| DFIV Dimensional International Va | 0.12% | 14,227 | $728K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AAPL Apple Inc. | Reduce -4.6% | 6.89% | −0.49 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.5% | 3.15% | −0.32 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -9.6% | 1.69% | −0.27 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 12.52% | −0.19 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -6.8% | 1.50% | −0.18 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -6.3% | 2.19% | −0.17 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.5% | 1.03% | −0.14 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -1.4% | 1.75% | −0.10 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -1.9% | 1.42% | −0.10 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -1.0% | 1.79% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -6.1% | 0.76% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -3.0% | 3.61% | −0.09 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.7% | 0.73% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.4% | 0.15% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.7% | 0.70% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.9% | 0.45% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -3.7% | 0.86% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.0% | 0.53% | −0.05 |
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Reduce -12.8% | 0.27% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -4.7% | 1.43% | −0.04 |
| HD Home Depot Inc. | Reduce -0.8% | 0.28% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -7.2% | 0.32% | −0.03 |
| IDV iShares International Select | Reduce -25.9% | 0.11% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -4.7% | 0.95% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.2% | 1.32% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -11.2% | 0.30% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.60% | −0.02 |
| FSCO FS Credit Opportunities Corp. | Sold out | 0.00% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -0.4% | 0.40% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -5.7% | 0.31% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -13.4% | 0.14% | −0.02 |
| PEJ Invesco Leisure & Entertainm | Reduce -13.2% | 0.08% | −0.01 |
| IYF iShares US Financials ETF | Reduce -9.5% | 0.13% | −0.01 |
| IETC iShares U.S. Tech Independen | Reduce -4.0% | 0.18% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.6% | 0.29% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.25% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -6.0% | 0.15% | −0.01 |
| IEDI iShares U.S. Consumer Focuse | Reduce -14.2% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.6% | 0.14% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.8% | 0.09% | −0.01 |
| AMH American Homes 4 Rent- A | Reduce -2.7% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.07% | −0.00 |
| IYE iShares U.S. Energy ETF | Reduce -2.1% | 0.13% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -5.6% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +0.0% | 1.14% | +0.27 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +30.7% | 1.08% | +0.21 |
| IBDR iShares Ibonds Dec 2026 Term | Add +21.8% | 1.38% | +0.19 |
| IBDX iShares Ibonds Dec 2032 TC | Add +15.9% | 1.54% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 4.31% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +2.6% | 2.83% | +0.12 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +59.1% | 0.36% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +8.3% | 1.54% | +0.12 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +17.3% | 0.97% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +10.7% | 0.97% | +0.10 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +10.5% | 1.96% | +0.10 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +13.0% | 1.39% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 2.13% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.9% | 0.51% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +2.6% | 1.11% | +0.07 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +18.3% | 0.59% | +0.06 |
| IBDU iShares Ibonds Dec 2029 Term | Add +7.5% | 2.13% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +7.5% | 1.99% | +0.05 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.04% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +3.1% | 1.54% | +0.04 |
| MKL Markel Group Inc. | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.3% | 0.33% | +0.04 |
| YUMC Yum China Holdings Inc. | New | 0.04% | +0.04 |
| IBDY iShares Ibonds Dec 2033 Corp. | New | 0.04% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.04% | +0.04 |
| AOR iShares Core 60/40 Balanced | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.7% | 0.54% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +8.4% | 0.32% | +0.03 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +13.3% | 0.49% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.2% | 0.26% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +2.8% | 0.54% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +9.9% | 0.27% | +0.03 |
| XLE SS Energy Select Sector | Add +13.9% | 0.19% | +0.02 |
| WMT Walmart Inc. | Add +0.0% | 0.18% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.0% | 0.38% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +1.1% | 0.09% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +9.1% | 0.15% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.34% | +0.01 |
| CART Maplebear Inc. | Add +5.5% | 0.07% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +15.6% | 0.04% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +0.4% | 0.06% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.17% | +0.00 |
| HDV iShares Core High Dividend E | Add +3.9% | 0.43% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +1.6% | 0.11% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.1% | 0.20% | +0.00 |
| BSJT Invesco Bulletshares 2029 HY | Add +5.8% | 0.06% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.0% | 0.05% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.0% | 0.05% | +0.00 |
| OHI Omega Healthcare Investors | Add +0.0% | 0.04% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $638.7M | IVV, AAPL, IJH, IVE, IJR |
| Q1 2026 | 168 | $572.7M | IVV, AAPL, IJH, IVE, IJR |
| Q4 2025 | 166 | $589.6M | IVV, AAPL, IJH, IVE, IVW |
| Q3 2025 | 166 | $564.4M | IVV, AAPL, IJH, IVE, IVW |
| Q2 2025 | 159 | $466.3M | IVV, AAPL, IVE, IJH, IVW |
| Q1 2025 | 160 | $466.3M | IVV, AAPL, IVE, IJH, IVW |
| Q4 2024 | 158 | $476.7M | IVV, AAPL, IVE, IJH, IVW |
| Q3 2024 | 151 | $475.9M | IVV, AAPL, IVE, IJH, IVW |
| Q2 2024 | 146 | $446.0M | IVV, AAPL, IVE, IJH, IVW |
| Q1 2024 | 149 | $434.9M | IVV, AAPL, IVE, IJH, IVW |