Ironwood Wealth Management, LLC.
CIK
1692820
Location
CHANDLER, AZ
Portfolio Value
Micro
$1,453,481
Diversification
Highly concentrated
Filing Date
Global Rank
#8,509
/ 8,605
▲ 65
· as of Mar 2026
Top Industry
Medical Instruments & Supplies
100.0%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.9%
SPY
+76.5%
Annualised alpha
-0.1%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
99.7%
−0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,938
Highly concentrated−6
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.7% | $1,448,957 |
| Healthcare | 0.3% | $4,524 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −72 | 2,228 | $1,448,957 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,453,481 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,228 | $1,448,957 | 99.69% | |
| XRAY |
DENTSPLY SIRONA Inc.
Healthcare
|
Held | 390 | $4,524 | 0.31% |