IRONWOOD WEALTH MANAGEMENT, INC.
Filing Date
Global Rank
#8,576
/ 8,603
▲ 67
· as of Mar 2026
Top Industry
Specialty Chemicals
24.4%
3Y Alpha vs SPY
-5.9%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
22 quarters · since Dec 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
+53.5%
SPY
+76.0%
Annualised alpha
-5.4%
Max drawdown
−24.0%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.4%
−5.6 pts
Top 5
72.9%
−20.7 pts
Top 10
97.1%
−2.9 pts
HHI
1,397
Diversified−871
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 38.9% | $120,933 |
| Financial Services | 23.0% | $71,454 |
| Communication Services | 15.1% | $46,987 |
| Consumer Defensive | 10.5% | $32,684 |
| Energy | 10.2% | $31,597 |
| Utilities | 2.3% | $7,070 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MET | Metlife Inc | 14 | $1,105 | |
| No positions match the current search. | ||||
12 positions ·
$310,725 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 552 | $75,844 | 24.41% | |
| AXP |
American Express Co
Financial Services
|
Held | 180 | $54,446 | 17.52% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 936 | $46,987 | 15.12% | |
| COP |
Conocophillips
Energy
|
Held | 200 | $26,400 | 8.50% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 552 | $22,990 | 7.40% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 264 | $22,099 | 7.11% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 118 | $19,510 | 6.28% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 370 | $17,008 | 5.47% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 142 | $9,370 | 3.02% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 54 | $7,070 | 2.28% | |
| ENB |
Enbridge Inc
Energy
|
NEW | 96 | $5,197 | 1.67% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
NEW | 66 | $3,804 | 1.22% |