Ironwood Financial, llc

CIK

1630360

Location

TUCSON, AZ

Portfolio Value

Small $636,797,526

Diversification

Highly concentrated

Filing Date

Global Rank

#3,311 / 8,798 ▲ 1577 · as of Jun 2026

Top Industry

Consumer Electronics 32.0%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

93 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

54.3%

+33.9 pts

Top 5

77.0%

+20.7 pts

Top 10

84.6%

+14.2 pts

HHI

3,113

Highly concentrated+2,210

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.7%	$514,202,945	30
Technology	8.3%	$52,672,504	13
Healthcare	3.0%	$18,854,726	13
Communication Services	2.3%	$14,820,372	4
Consumer Cyclical	2.1%	$13,547,376	7
Financial Services	1.7%	$10,762,942	10
Industrials	0.8%	$5,182,319	6
Consumer Defensive	0.8%	$5,144,318	4
Energy	0.2%	$1,090,789	4
Real Estate	0.1%	$519,235	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+759,371	5,949,824	$345,767,301
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+125,860	156,077	$5,096,428
VB	Vanguard Morningstar Small-Cap ETF	+88,255	222,423	$46,619,675
—		+85,561	106,403	$2,916,506
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,450	344,016	$11,209,739
VEU	Vanguard FTSE All-World Ex-US ETF	+6,174	93,713	$11,222,544
EDV	Vanguard World Funds Extended Duration ETF	+3,781	4,321	$516,445
VEA	Vanguard FTSE Developed Markets ETF	+3,487	109,375	$7,792,968
VIG	Vanguard Dividend Appreciation ETF	+2,146	3,802	$598,780
FBCG	Fidelity Blue Chip Growth ETF	+1,705	7,838	$780,743
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,646	57,987	$11,257,475
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,617	33,807	$2,092,875
CMCSA	Comcast Corp	+884	15,782	$387,448
ACSG	American Century Small Cap Growth Insights ETF	+720	18,908	$2,358,962
INTC	Intel Corp	+719	6,585	$919,463
OXY	Occidental Petroleum Corp /De/	+271	7,118	$345,721
IBM	International Business Machines Corp	+199	10,776	$3,030,318
AFK	VanEck Africa Index ETF	+192	2,691	$312,102
OHI	Omega Healthcare Investors Inc	+100	5,675	$270,584
CVX	Chevron Corp	+96	1,167	$193,441
XOM	ExxonMobil Holdings Corp	+86	1,782	$243,635
BA	Boeing Co	+82	2,950	$638,586
SYK	Stryker Corp	+64	1,003	$315,784
JPM	Jpmorgan Chase & Co	+62	15,656	$5,124,678
WMT	Walmart Inc.	+27	9,124	$1,033,384
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−370,444	2,179,477	$44,572,740
AAPL	Apple Inc.	−14,982	135,616	$39,241,845
STT	State Street Corp	−2,490	24,002	$1,286,747
HON	Honeywell International Inc	−1,885	1,875	$419,812
SLV	iShares Silver Trust	−1,241	5,335	$285,262
NVDA	Nvidia Corp	−947	6,353	$1,271,171
—		−436	10,825	$643,406
AMH	American Homes 4 Rent	−381	7,418	$248,651
PFE	Pfizer Inc	−279	32,253	$776,652
QQQ	Invesco Qqq Trust, Series 1	−251	6,608	$4,866,131
TRV	Travelers Companies, Inc.	−205	655	$216,228
BKF	iShares MSCI BIC ETF	−198	7,144	$488,721
DCOR	Dimensional US Core Equity 1 ETF	−150	57,193	$3,763,196
CWI	State Street SPDR MSCI ACWI ex-US ETF	−125	4,387	$221,060
GOOGL	Alphabet Inc.	−98	38,978	$13,853,708
AMD	Advanced Micro Devices Inc	−83	1,072	$622,735
BMY	Bristol Myers Squibb Co	−75	9,054	$521,691
LOW	Lowes Companies Inc	−71	7,358	$1,622,365
MSFT	Microsoft Corp	−65	12,714	$4,742,576
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−50	10,213	$1,096,365
AMZN	Amazon Com Inc	−25	31,181	$7,431,679
SPY	Spdr S&P 500 ETF Trust	−22	4,384	$3,273,839
HD	Home Depot, Inc.	−20	4,458	$1,572,247
COST	Costco Wholesale Corp /New	−14	3,780	$3,536,076
V	Visa Inc.	−9	756	$259,376
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	51,572	$3,944,225
HONA	Honeywell Aerospace Inc.	1,875	$414,525
LRCX	Lam Research Corp	735	$318,497
CSCO	Cisco Systems, Inc.	2,626	$308,449
JA	Janus Henderson AA-A CLO ETF	5,487	$277,038
FTNT	Fortinet, Inc.	1,585	$243,487
DELL	Dell Technologies Inc.	509	$219,613
—		3,009	$209,125
SPWR	SunPower Inc.	10,000	$6,870
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
YUMC	Yum China Holdings, Inc.	4,474	$218,241
NB	Niocorp Developments Ltd	11,001	$49,064
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $636,797,526 total · filing declares 179 positions · $638,738,251 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	5,949,824	+759,371	$345,767,301	—	54.30%
VB	Vanguard Morningstar Small-Cap ETF	Added	222,423	+88,255	$46,619,675	+40.2%	7.32%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	2,179,477	-370,444	$44,572,740	−15.2%	7.00%
AAPL	Apple Inc. Technology	Reduced	135,616	-14,982	$39,241,845	+2.7%	6.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	38,978	-98	$13,853,708	+23.4%	2.18%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	57,987	+1,646	$11,257,475	+15.2%	1.77%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	93,713	+6,174	$11,222,544	+21.4%	1.76%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	344,016	+7,450	$11,209,739	+18.2%	1.76%
VEA	Vanguard FTSE Developed Markets ETF	Added	109,375	+3,487	$7,792,968	+14.9%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	31,181	-25	$7,431,679	+14.3%	1.17%
LLY	ELI LILLY & Co Healthcare	Reduced	5,220	-2	$6,261,025	+30.4%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,656	+62	$5,124,678	+11.7%	0.80%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	156,077	+125,860	$5,096,428	+156.5%	0.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,608	-251	$4,866,131	+22.9%	0.76%
MSFT	Microsoft Corp Technology	Reduced	12,714	-65	$4,742,576	+0.3%	0.74%
BIV	Vanguard Intermediate-Term Bond ETF	NEW	51,572	NEW	$3,944,225	NEW	0.62%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	57,193	-150	$3,763,196	+11.7%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,780	-14	$3,536,076	−6.5%	0.56%
COR	Cencora, Inc. Healthcare	Reduced	11,877	-5	$3,360,953	−10.0%	0.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,384	-22	$3,273,839	+14.3%	0.51%
IBM	International Business Machines Corp Technology	Added	10,776	+199	$3,030,318	+18.2%	0.48%
		Added	106,403	+85,561	$2,916,506	+415.5%	0.46%
JNJ	Johnson & Johnson Healthcare	Added	9,925	+18	$2,520,652	+4.1%	0.40%
ACSG	American Century Small Cap Growth Insights ETF	Added	18,908	+720	$2,358,962	+17.4%	0.37%
RTX	RTX Corp Industrials	Held	12,063	0	$2,288,712	−1.6%	0.36%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	33,807	+1,617	$2,092,875	−5.8%	0.33%
AMGN	Amgen Inc Healthcare	Held	5,688	0	$2,059,738	+2.9%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	7,358	-71	$1,622,365	−7.6%	0.25%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,458	-20	$1,572,247	+6.8%	0.25%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	Held	20,568	0	$1,423,099	+20.1%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Held	4,875	0	$1,317,761	−13.0%	0.21%
STT	State Street Corp Financial Services	Reduced	24,002	-2,490	$1,286,747	−1.6%	0.20%
NVDA	Nvidia Corp Technology	Reduced	6,353	-947	$1,271,171	−0.2%	0.20%
INTU	Intuit Inc. Technology	Reduced	4,332	-4	$1,130,652	−39.7%	0.18%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	10,213	-50	$1,096,365	+20.9%	0.17%
WMT	Walmart Inc. Consumer Defensive	Added	9,124	+27	$1,033,384	−8.6%	0.16%
INTC	Intel Corp Technology	Added	6,585	+719	$919,463	+255.2%	0.14%
SCHW	Schwab Charles Corp Financial Services	Held	9,803	0	$904,522	−1.8%	0.14%
FBCG	Fidelity Blue Chip Growth ETF	Added	7,838	+1,705	$780,743	+47.1%	0.12%
PFE	Pfizer Inc Healthcare	Reduced	32,253	-279	$776,652	−15.0%	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,552	+3	$776,605	+4.6%	0.12%
YUM	Yum Brands Inc Consumer Cyclical	Held	4,851	0	$775,480	+2.8%	0.12%
BIIB	Biogen Inc. Healthcare	Held	3,535	0	$763,772	+17.9%	0.12%
ABBV	AbbVie Inc. Healthcare	Added	3,014	+17	$758,442	+16.4%	0.12%
SNA	Snap-on Inc Industrials	Held	1,872	0	$753,292	+10.8%	0.12%
MRK	Merck & Co., Inc. Healthcare	Held	5,395	0	$693,257	+6.8%	0.11%
LMT	Lockheed Martin Corp Industrials	Held	1,310	0	$667,392	−15.7%	0.10%
		Reduced	10,825	-436	$643,406	+12.5%	0.10%
BA	Boeing Co Industrials	Added	2,950	+82	$638,586	+11.9%	0.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,072	-83	$622,735	+165.0%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.