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Ironwood Wealth Management, Inc.

13F filer · CIK 0001844821
Reported Jul 14, 2026
Net buyer this quarter
13F portfolio value$237MU.S. long equity reported on 13F
Positions70 new · 7 closed
Net flow last quarter+$788KBuys minus sells
Top 10 positions weight15.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 14, 20267 positions
PULSPulse Electronics Corp$21.8M9.22%2.51%+4.6%Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$14.7M6.22%Not reported-0.3%Q4 2024
VZVerizon Communications Inc$39.5K0.02%0.00%Not reportedQ4 2020
DDDuPont de Nemours, Inc.$24.8K0.01%0.00%Not reportedQ4 2020
CTVACorteva, Inc.$22.1K0.01%0.00%Not reportedQ4 2020
COPConocophillips$21.6K0.01%0.00%Not reportedQ4 2020
DOWDow Inc.$15.7K0.01%0.00%Not reportedQ4 2020
Q1 2026Reported Apr 13, 202614 positions
PULSPulse Electronics Corp$20.8M9.34%2.40%+0.4%Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$14M6.29%Not reported-1.0%Q4 2024
AXPAmerican Express Co$57.2K0.03%0.00%Not reportedQ4 2020
VZVerizon Communications Inc$44.7K0.02%0.00%Not reportedQ4 2020
DDDuPont de Nemours, Inc.$26.2K0.01%0.00%Not reportedQ4 2020
COPConocophillips$24.7K0.01%0.00%Not reportedQ4 2020
CTVACorteva, Inc.$22.1K0.01%0.00%Not reportedQ4 2020
DOWDow Inc.$21K0.01%0.00%Not reportedQ4 2020
PMPhilip Morris International Inc.$19K0.01%0.00%NewQ1 2026
TFCTruist Financial Corp$18.7K0.01%0.00%NewQ1 2026
MOAltria Group, Inc.$9.58K0.00%0.00%NewQ1 2026
DUKDuke Energy CORP$7.18K0.00%0.00%NewQ1 2026
ENBEnbridge Inc$5.23K0.00%0.00%NewQ1 2026
MDLZMondelez International, Inc.$3.9K0.00%0.00%NewQ1 2026
Q4 2025Reported Jan 14, 20269 positions
PULSPulse Electronics Corp$20.8M9.33%2.39%-1.2%Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$13.7M6.13%Not reported-2.4%Q4 2024
AXPAmerican Express Co$67.6K0.03%0.00%-52.3%Q4 2020
VZVerizon Communications Inc$37.9K0.02%0.00%Not reportedQ4 2020
DDDuPont de Nemours, Inc.$24.2K0.01%0.00%Not reportedQ4 2020
COPConocophillips$19.5K0.01%0.00%Not reportedQ4 2020
CTVACorteva, Inc.$18.1K0.01%0.00%Not reportedQ4 2020
DOWDow Inc.$14.5K0.01%0.00%Not reportedQ4 2020
METMetlife Inc$1.11K0.00%0.00%Not reportedQ2 2021
Q3 2025Reported Oct 14, 20258 positions
PULSPulse Electronics Corp$21.1M9.66%2.42%+7.7%Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$13.1M5.99%Not reported+1.3%Q4 2024
AXPAmerican Express Co$119K0.05%0.00%Not reportedQ4 2020
DDDuPont de Nemours, Inc.$40.7K0.02%0.00%Not reportedQ4 2020
VZVerizon Communications Inc$37.3K0.02%0.00%Not reportedQ4 2020
COPConocophillips$17.5K0.01%0.00%Not reportedQ4 2020
CTVACorteva, Inc.$16.3K0.01%0.00%Not reportedQ4 2020
DOWDow Inc.$11.4K0.01%0.00%Not reportedQ4 2020
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