Ironwood Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Ironwood Wealth Management, Inc. reported 23 stock positions worth $222.9 million. Its top holding was Invesco Senior Loan ETF (BKLN) at 11.0% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 10.5%) and Pgim Ultra Short Bond ETF (PULS, 9.3%). Compared with Q3 2025, it opened 1 new position and reduced 17. The biggest buy was a new position in Metlife (MET) and the biggest sale Pgim Ultra Short Bond ETF (PULS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HURRICANE, WV
- CIK
- 0001844821
- Portfolio Value
- $222.9M (Q4 2025)
- SEC Filing
- 0001844821-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 23 stocks · $222.9M
| BKLN Invesco Senior Loan ETF | 11.01% | 1,165,053 | $24.5M | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 10.55% | 464,464 | $23.5M | Reduce -0.9% |
| PULS Pgim Ultra Short Bond ETF | 9.33% | 418,892 | $20.8M | Reduce -1.2% |
| IUSV iShares Core S&P U.S. Value | 9.16% | 194,014 | $20.4M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 8.88% | 156,605 | $19.8M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 7.73% | 24,734 | $17.2M | Reduce -5.2% |
| IVE iShares S&P 500 Value ETF | 6.45% | 66,137 | $14.4M | Reduce -2.3% |
| VYM Vanguard High DVD Yield ETF | 6.13% | 92,786 | $13.7M | Reduce -2.4% |
| IUSG iShares Core S&P U.S. Growth | 5.80% | 75,955 | $12.9M | Reduce -3.1% |
| USMV iShares MSCI USA Min Vol Fac | 5.79% | 136,396 | $12.9M | Reduce -1.1% |
| IVLU iShares MSCI International V | 4.60% | 262,899 | $10.3M | Reduce -4.7% |
| XLK SS Technology Select Sector | 4.27% | 65,081 | $9.5M | Reduce -4.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.71% | 325,582 | $8.3M | Reduce -0.8% |
| XLI SS Industrial Select Sector | 2.42% | 33,254 | $5.4M | Reduce -2.4% |
| XLF SS Financial Select Sector | 2.09% | 83,682 | $4.7M | Reduce -1.8% |
| XLE SS Energy Select Sector | 2.00% | 95,457 | $4.5M | Reduce -1.6% |
| AXP American Express Co. | 0.03% | 180 | $68K | Reduce -52.3% |
| VZ Verizon Communications Inc. | 0.02% | 936 | $38K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 552 | $24K | No change |
| COP Conocophillips | 0.01% | 200 | $20K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $18K | No change |
| DOW Dow Inc. | 0.01% | 552 | $15K | No change |
| MET Metlife Inc. | 0.00% | 14 | $1K | New |
Portfolio Sells Q3 2025 → Q4 2025
| PULS Pgim Ultra Short Bond ETF | Reduce -1.2% | 9.33% | −0.33 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.9% | 10.55% | −0.33 |
| BKLN Invesco Senior Loan ETF | Reduce -1.2% | 11.01% | −0.23 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.1% | 5.79% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -5.2% | 7.73% | −0.11 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.8% | 3.71% | −0.08 |
| XLK SS Technology Select Sector | Reduce -4.0% | 4.27% | −0.06 |
| AXP American Express Co. | Reduce -52.3% | 0.03% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.1% | 5.80% | +0.00 |
| XLF SS Financial Select Sector | Reduce -1.8% | 2.09% | +0.05 |
| XLI SS Industrial Select Sector | Reduce -2.4% | 2.42% | +0.08 |
| XLE SS Energy Select Sector | Reduce -1.6% | 2.00% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.4% | 6.13% | +0.14 |
| IVE iShares S&P 500 Value ETF | Reduce -2.3% | 6.45% | +0.17 |
| IVLU iShares MSCI International V | Reduce -4.7% | 4.60% | +0.21 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.4% | 9.16% | +0.23 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.2% | 8.88% | +0.32 |
Portfolio Buys Q3 2025 → Q4 2025
| MET Metlife Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $236.5M | BKLN, JPST, PULS, IUSV, IJR |
| Q1 2026 | 31 | $223.2M | BKLN, JPST, PULS, IUSV, IJR |
| Q4 2025 | 23 | $222.9M | BKLN, JPST, PULS, IUSV, IJR |
| Q3 2025 | 22 | $218.2M | BKLN, JPST, PULS, IUSV, IJR |
| Q2 2025 | 22 | $211.7M | BKLN, JPST, PULS, IUSV, IJR |
| Q1 2025 | 22 | $191.8M | BKLN, JPST, PULS, IUSV, IJR |
| Q4 2024 | 22 | $202.7M | BKLN, JPST, PULS, IUSV, IJR |
| Q3 2024 | 22 | $204.1M | BKLN, JPST, IUSV, PULS, IJR |
| Q2 2024 | 22 | $197.6M | BKLN, JPST, PULS, IUSV, USMV |
| Q1 2024 | 22 | $190.7M | BKLN, JPST, PULS, IUSV, USMV |